Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WBRMEX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Mid Cap Equity Index Fund) 11.83% 21.56% 14.60% 7.72% 11.09% NA NA
Data as of 06/10/2026, Common starting date is 04/04/2016
More Performance Analytics Comparison
Name Start Date End Date
WBRMEX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Mid Cap Equity Index Fund) 04/04/2016 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -1.98 21.56 14.60 7.72 11.09 NA NA 11.83 9.65 14.49 16.35 -13.01 24.55 13.74 26.18 -11.06 16.23 16.85
Sharpe Ratio NA 1.37 0.71 0.27 0.45 NA NA 1.71 0.33 0.49 0.71 -0.55 1.38 0.33 1.73 -0.77 1.63 1.66
Standard Deviation(%) NA 15.54 17.91 19.69 21.13 NA NA 16.80 20.95 16.23 17.21 25.98 17.87 41.07 14.36 16.15 9.61 13.80
Draw Down(%) NA 8.80 24.02 24.02 42.00 NA NA 8.80 21.95 8.27 14.38 22.66 8.42 42.00 8.44 23.11 5.48 7.06
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 04/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBRMEX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Mid Cap Equity Index Fund) -4.06%
Mar 2017 – Mar 2020
5.82%
Sep 2017 – Sep 2022
11.28%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBRMEX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Mid Cap Equity Index Fund) 22.06%
Mar 2020 – Mar 2023
16.86%
Mar 2020 – Mar 2025
11.28%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return