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WEFIX: SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 11.99 0.02(0.17%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 12/27/1988 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.17% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1988 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 1.1 | 4.4 | 5.5 | 3.1 | 2.7 | 2.5 | 3.3 | 4.6 | 6.0 | 5.8 | 5.9 | -2.8 | 0.9 | 3.2 | 4.2 | 1.3 | 1.5 | 3.1 | 0.3 | 1.7 | 1.1 | 4.0 | 2.1 | 4.7 | 10.8 | 2.3 | 6.1 | 4.0 | 1.6 | 2.6 | 6.3 | 3.0 | 8.5 | 9.7 | 0.9 | 6.8 | 8.6 | 4.4 | 15.8 | -2.3 | 8.0 | 5.5 | 11.1 | 9.0 | 9.1 | -0.0 |
| Sharpe Ratio | NA | 0.05 | 0.98 | 1.15 | 0.3 | 0.64 | NA | NA | 1.09 | 1.75 | 1.1 | 1.06 | -2.22 | 1.08 | 1.13 | 2.57 | -0.05 | 0.97 | 2.63 | 0.17 | 1.45 | 0.86 | 4.33 | 1.54 | 2.78 | 4.08 | 0.39 | 1.23 | 0.34 | -0.43 | 0.87 | 3.09 | 0.59 | 2.14 | 2.02 | -0.92 | 1.31 | 1.61 | 0.18 | 3.48 | -1.41 | 2.0 | 1.16 | 2.33 | 1.67 | 0.95 | -73.33 |
| Draw Down(%) | NA | 0.9 | 0.9 | 0.9 | 4.9 | 6.0 | NA | NA | 6.0 | 0.7 | 0.7 | 0.9 | 4.3 | 0.6 | 6.0 | 0.4 | 0.6 | 0.5 | 0.9 | 0.9 | 0.4 | 1.7 | 0.3 | 1.1 | 1.3 | 1.6 | 3.9 | 1.0 | 0.9 | 1.0 | 2.1 | 1.9 | 3.2 | 2.4 | 2.3 | 2.2 | 1.8 | 1.7 | 3.7 | 1.4 | 4.5 | 1.6 | 2.3 | 1.7 | 0.5 | 2.1 | 0.0 |
| Standard Deviation(%) | NA | 2.0 | 1.8 | 1.9 | 1.9 | 1.7 | NA | NA | 2.4 | 1.8 | 2.0 | 2.1 | 1.9 | 0.8 | 2.6 | 1.1 | 0.9 | 0.9 | 1.1 | 1.3 | 1.2 | 1.3 | 0.9 | 1.4 | 1.7 | 2.6 | 3.3 | 2.4 | 1.9 | 1.5 | 1.9 | 1.8 | 3.1 | 2.8 | 2.7 | 2.7 | 2.6 | 3.1 | 4.2 | 3.4 | 3.8 | 2.9 | 2.6 | 3.1 | 2.1 | 3.3 | 0.1 |
| Treynor Ratio | NA | 0.0 | 0.03 | 0.05 | 0.01 | 0.02 | NA | NA | 0.05 | 0.05 | 0.06 | 0.05 | -0.09 | 0.04 | 0.04 | 0.07 | 0.0 | 0.02 | 0.08 | 0.0 | 0.03 | 0.02 | 0.15 | 0.04 | 0.08 | 0.17 | 0.03 | 0.04 | 0.01 | -0.01 | 0.03 | 0.12 | 0.03 | 0.1 | 0.09 | -0.04 | 0.06 | 0.07 | 0.01 | 0.15 | -0.07 | 0.1 | 0.07 | 0.46 | 0.13 | 10.52 | -4.93 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | -0.03 |
| Beta | NA | 0.72 | 0.67 | 0.48 | 0.48 | 0.49 | NA | NA | 0.54 | 0.6 | 0.38 | 0.45 | 0.48 | 0.22 | 0.71 | 0.39 | 0.32 | 0.39 | 0.36 | 0.57 | 0.48 | 0.59 | 0.27 | 0.5 | 0.59 | 0.61 | 0.48 | 0.69 | 0.6 | 0.61 | 0.66 | 0.46 | 0.7 | 0.62 | 0.59 | 0.67 | 0.57 | 0.75 | 1.05 | 0.79 | 0.83 | 0.58 | 0.46 | 0.16 | 0.26 | 0.0 | 0.01 |
| RSquared | NA | 0.8 | 0.76 | 0.49 | 0.58 | 0.53 | NA | NA | 0.33 | 0.72 | 0.27 | 0.57 | 0.84 | 0.15 | 0.62 | 0.4 | 0.22 | 0.31 | 0.29 | 0.53 | 0.32 | 0.41 | 0.13 | 0.33 | 0.5 | 0.43 | 0.33 | 0.49 | 0.35 | 0.4 | 0.51 | 0.32 | 0.38 | 0.5 | 0.32 | 0.39 | 0.39 | 0.36 | 0.57 | 0.42 | 0.37 | 0.21 | 0.29 | 0.02 | 0.14 | 0.0 | 0.55 |
| Yield(%) | N/A | 1.8 | 4.5 | 4.7 | 3.6 | 3.0 | 2.7 | 3.2 | N/A | 5.0 | 4.8 | 3.8 | 2.3 | 1.7 | 2.4 | 2.5 | 2.4 | 2.1 | 2.4 | 2.3 | 2.0 | 1.9 | 2.2 | 2.2 | 2.4 | 3.5 | 4.6 | 4.3 | 3.9 | 3.5 | 2.2 | 2.9 | 3.2 | 5.1 | 6.9 | 6.0 | 5.9 | 5.9 | 6.1 | 6.6 | 5.6 | 5.5 | 6.0 | 7.0 | 6.6 | 8.1 | 0.7 |
| Dividend Growth(%) | N/A | -62.4 | -1.4 | 79.2 | 56.2 | 7.7 | -31.4 | N/A | N/A | 4.7 | 27.2 | 54.6 | 38.5 | -29.3 | -3.9 | 5.2 | 12.8 | -13.4 | 2.1 | 17.3 | 4.2 | -10.2 | -1.5 | -6.9 | -27.5 | -24.8 | 8.6 | 11.4 | 8.9 | 60.3 | -22.5 | -8.2 | -36.3 | -23.7 | 9.6 | 0.6 | 5.1 | -7.1 | 2.0 | 8.1 | 4.4 | -9.5 | -11.1 | 8.9 | -17.8 | 1082.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1988
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