331 Newman Springs Road,Suite 143
Red Bank , NJ, 07701
Red Bank , NJ, 07701
Summary
Webiste
Directors
Sep 11, 2023- Matthew Schreiber
- Don Schreiber, Jr.
- Andrew Putterman
- John A. Flanagan
- Jude T. Depko
Chief Compliance Officer
- Rodney Ruehle
Price
- $ 37.05 ( -0.16 )
-
Jun 17, 2022Last Close
- Net Assets
- 52-Week High/Low
- $0 - $0
- Expense Ratio
- -
Performance
YTD
0%
3 Year
64.26%
5 Year
49.75%
Best
71.37%
2013
Worst
-67.75%
2008
NAV
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| WBIB | 0% | 0% | 0% | -20.3% | 29.5% | 62.8% | 6% | -20.1% | 8.1% | 8% | |
| S&P 500 | -13.7% | 23.3% | 24.2% | -19.4% | 27.3% | 16.2% | 28.9% | -6.2% | 19.4% | 9.5% |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| q1 | 0% | 0% | 0% | -7.3% | 13.4% | 0% | 5.3% | -5.7% | 1.6% | -5.9% | ||||
| q2 | 0% | 0% | 0% | -14.1% | 9.8% | -62.2% | 4.4% | -0.3% | 1.5% | -0.6% | ||||
| q3 | 0% | 0% | 0% | 0% | -2.4% | -7.5% | -5.3% | -1.8% | -0.1% | 3.9% | ||||
| q4 | 0% | 0% | 0% | 0% | 6.5% | -33.5% | -0.2% | -11% | 4.1% | 11.1% |
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| 2024 | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |