Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBIX (MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | NA | 6.71% | 5.24% | 4.69% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBIX (MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | 04/02/2008 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 6.71 | 5.24 | 4.69 | NA | NA | NA | … | … | 0.50 | 10.79 | -1.65 | 10.60 | 5.49 | -0.54 | 17.48 | -13.49 |
| Sharpe Ratio | NA | 2.58 | 2.00 | 1.84 | NA | NA | NA | … | … | 0.99 | 4.12 | -0.54 | 5.63 | 2.53 | -0.26 | 5.45 | -2.94 |
| Standard Deviation(%) | NA | 2.56 | 2.60 | 2.52 | NA | NA | NA | … | … | 2.15 | 2.62 | 3.14 | 1.89 | 2.16 | 2.40 | 3.19 | 6.21 |
| Draw Down(%) | NA | 1.35 | 7.02 | 7.02 | NA | NA | NA | … | … | 1.35 | 0.90 | 7.02 | 1.37 | 2.15 | 5.14 | 1.99 | 16.84 |
| Yield(%) | 0.00 | 3.40 | 4.11 | 2.77 | 1.42 | 0.95 | 0.71 | … | … | 0.51 | 3.64 | 3.97 | 4.96 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBIX (MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
0.57%
May 2008 – May 2011 |
2.28%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBIX (MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
7.22%
Dec 2008 – Dec 2011 |
6.04%
Dec 2008 – Dec 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart