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Balanced Fund - Institutional Class (WBAIX) Performance

Explore the performance of Balanced Fund - Institutional Class compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 30,238.48SPY
  • 12,366.14WBAIX
  • 17,817.04Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%10.82%
WBAIX6.44%6.93%10.30%-11.34%8.09%1.87%-1.07%2.34%