Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBDFX (WB Capital Bond) | NA | 9.53% | 5.85% | 4.61% | 5.24% | NA | NA | … | … |
Data as of 05/24/2010, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBDFX (WB Capital Bond) | 03/30/1998 | 05/24/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.53 | 5.85 | 4.61 | 5.24 | NA | NA | … | … | 1.50 | 9.37 | 1.85 | 6.14 | 3.90 | 1.82 | 4.36 | 3.26 | 3.97 | 8.27 | 10.31 | -0.72 | 3.95 |
| Sharpe Ratio | NA | 2.55 | 1.02 | 0.67 | 0.92 | NA | NA | … | … | 1.79 | 2.01 | 0.14 | 0.86 | 0.17 | -0.15 | 0.95 | 0.68 | 0.85 | 1.66 | 2.13 | -1.29 | 0.50 |
| Standard Deviation(%) | NA | 3.62 | 4.83 | 4.13 | 3.76 | NA | NA | … | … | 2.13 | 4.61 | 6.07 | 3.47 | 2.80 | 2.89 | 3.56 | 3.71 | 3.31 | 3.57 | 2.86 | 3.17 | 3.68 |
| Draw Down(%) | NA | 1.47 | 7.23 | 7.23 | 7.23 | NA | NA | … | … | 0.79 | 2.99 | 7.23 | 2.31 | 2.13 | 2.36 | 4.11 | 3.20 | 1.80 | 3.11 | 2.04 | 2.78 | 2.55 |
| Yield(%) | 0.00 | 3.54 | 4.21 | 4.12 | 4.61 | 3.61 | 2.71 | … | … | 0.60 | 4.46 | 4.49 | 4.51 | 4.28 | 4.01 | 3.96 | 3.61 | 4.40 | 5.72 | 6.39 | 5.17 | 3.67 |
Data as of 05/24/2010, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBDFX (WB Capital Bond) |
1.95%
Jun 2003 – Jun 2006 |
2.41%
Oct 2003 – Oct 2008 |
3.64%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBDFX (WB Capital Bond) |
7.67%
Jan 2000 – Jan 2003 |
6.20%
Jan 2000 – Jan 2005 |
5.47%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart