It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
WSHNX: SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info 11.96 0.02(0.17%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 08/02/2011 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.39% |
| Expenses | 0.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.6 | 3.7 | 5.1 | 2.9 | 2.5 | 2.2 | 5.9 | 5.6 | 5.9 | -2.9 | 0.8 | 3.3 | 4.0 | 1.1 | 1.3 | 2.4 | -0.1 | 1.5 | 0.9 | 3.8 | -0.6 |
| Sharpe Ratio | NA | -0.65 | 0.64 | 1.0 | 0.19 | 0.51 | 0.72 | 1.62 | 1.02 | 1.04 | -2.27 | 1.05 | 1.15 | 2.45 | -0.27 | 0.73 | 1.75 | -0.08 | 1.36 | 0.68 | 4.17 | -1.15 |
| Draw Down(%) | NA | 0.9 | 0.9 | 0.9 | 5.0 | 5.9 | 5.9 | 0.6 | 0.7 | 0.8 | 4.4 | 0.7 | 5.9 | 0.4 | 0.6 | 0.5 | 1.4 | 1.1 | 0.4 | 1.8 | 0.3 | 1.4 |
| Standard Deviation(%) | NA | 1.7 | 1.7 | 1.9 | 1.9 | 1.7 | 1.5 | 1.9 | 2.0 | 2.1 | 1.9 | 0.7 | 2.6 | 1.0 | 1.0 | 0.9 | 1.3 | 1.3 | 1.1 | 1.3 | 0.9 | 1.3 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.04 | 0.01 | 0.02 | 0.02 | 0.05 | 0.05 | 0.05 | -0.09 | 0.03 | 0.04 | 0.06 | -0.01 | 0.01 | 0.05 | 0.0 | 0.04 | 0.02 | 0.11 | -0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.6 | 0.64 | 0.47 | 0.47 | 0.49 | 0.49 | 0.63 | 0.39 | 0.42 | 0.47 | 0.23 | 0.72 | 0.39 | 0.38 | 0.46 | 0.41 | 0.55 | 0.4 | 0.59 | 0.33 | 0.36 |
| RSquared | NA | 0.75 | 0.76 | 0.47 | 0.56 | 0.53 | 0.49 | 0.74 | 0.29 | 0.51 | 0.8 | 0.18 | 0.63 | 0.43 | 0.29 | 0.4 | 0.29 | 0.49 | 0.26 | 0.37 | 0.2 | 0.18 |
| Yield(%) | N/A | 1.4 | 4.0 | 4.4 | 3.5 | 2.8 | N/A | 4.7 | 4.6 | 3.7 | 2.3 | 1.6 | 2.3 | 2.3 | 2.2 | 1.9 | 1.7 | 2.1 | 1.8 | 1.7 | 2.0 | 0.6 |
| Dividend Growth(%) | N/A | -70.0 | -9.8 | 72.0 | 67.7 | N/A | N/A | 3.2 | 26.2 | 54.4 | 40.3 | -29.5 | 1.4 | 6.0 | 13.2 | 13.6 | -21.4 | 18.0 | 2.8 | -11.8 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) 0.26% (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) 0.29% (35%)
- STIP (iShares 0-5 Year TIPS Bond ETF) 0.23% (33%)
- FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) 0.0% (32%)
- ISTB (iShares Core 1-5 Year USD Bond ETF) 0.27% (3%)
Latest Articles Related to WSHNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
