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WSMAX: SHORT-TERM MUNICIPAL BOND FUND CLASS A (MUTUAL FUND)
Basic Info 9.77 0.01(0.10%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 07/23/2008 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.45% |
| Expenses | 0.35% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 0.7 | 3.2 | 3.7 | 1.8 | 1.6 | 1.6 | 1.9 | 3.7 | 3.9 | 3.7 | -2.8 | 0.3 | 1.8 | 2.7 | 1.4 | 1.7 | -0.3 | 0.6 | 1.6 | 0.7 | 2.3 | 3.3 | 3.2 | 10.2 | -4.5 |
| Sharpe Ratio | NA | -0.65 | 0.46 | 0.27 | -0.52 | -0.04 | NA | 0.7 | 0.51 | 0.17 | 0.0 | -2.8 | 0.31 | 0.61 | 1.57 | 0.07 | 1.54 | -0.59 | 0.78 | 2.32 | 1.09 | 3.67 | 3.36 | 2.56 | 6.23 | -4.16 |
| Draw Down(%) | NA | 1.0 | 1.0 | 1.4 | 5.0 | 5.0 | NA | 5.7 | 1.4 | 0.8 | 1.3 | 4.6 | 0.6 | 4.5 | 0.4 | 0.4 | 0.3 | 1.4 | 0.6 | 0.2 | 0.5 | 0.2 | 0.4 | 0.6 | 0.4 | 5.7 |
| Standard Deviation(%) | NA | 1.3 | 1.2 | 1.5 | 1.5 | 1.4 | NA | 1.3 | 1.7 | 1.4 | 1.5 | 1.5 | 0.8 | 2.6 | 0.8 | 0.7 | 0.7 | 0.8 | 0.7 | 0.7 | 0.6 | 0.6 | 1.0 | 1.2 | 1.6 | 2.5 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | 0.01 | 0.01 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.03 | 0.03 | 0.03 | 0.07 | -0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.01 | 0.01 | 0.01 | 0.02 | -0.06 |
| Beta | NA | 0.99 | 0.93 | 0.97 | 1.01 | 1.06 | NA | 1.05 | 1.05 | 0.82 | 1.09 | 1.11 | 0.95 | 1.26 | 0.76 | 0.6 | 0.78 | 0.76 | 0.69 | 0.83 | 0.68 | 0.65 | 1.18 | 1.08 | 1.37 | 0.99 |
| RSquared | NA | 0.72 | 0.64 | 0.6 | 0.59 | 0.64 | NA | 0.53 | 0.69 | 0.47 | 0.64 | 0.56 | 0.27 | 0.89 | 0.38 | 0.26 | 0.38 | 0.27 | 0.17 | 0.2 | 0.3 | 0.23 | 0.39 | 0.28 | 0.48 | 0.3 |
| Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 3.4 | 2.1 | 1.3 | 1.2 | 1.3 | 1.6 | 1.5 | 1.3 | 1.2 | 1.1 | 1.1 | 1.2 | 1.8 | 2.5 | 3.0 | 3.4 | 0.0 |
| Dividend Growth(%) | N/A | -66.1 | N/A | N/A | N/A | N/A | N/A | N/A | -27.5 | 61.0 | 55.1 | 11.5 | -9.5 | -19.4 | 6.7 | 18.2 | 9.4 | 9.4 | -0.0 | -13.1 | -31.8 | -28.1 | -16.4 | -6.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2008
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See Muni National Short Asset Class Trend Rankings |
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Best ETFs
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