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
WBRREX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Russell 2000 Index Fund) 14.85% 33.14% 16.45% 5.67% 10.83% NA NA
Data as of 06/10/2026, Common starting date is 04/21/2016
More Performance Analytics Comparison
Name Start Date End Date
WBRREX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Russell 2000 Index Fund) 04/21/2016 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 (%) -1.99 33.14 16.45 5.67 10.83 NA NA 14.85 15.16 12.21 17.11 -20.50 15.02 19.92 25.66 -10.89 14.84 20.25
Sharpe Ratio NA 1.75 0.68 0.15 0.39 NA NA 1.70 0.54 0.27 0.65 -0.76 0.69 0.46 1.51 -0.68 1.19 1.83
Standard Deviation(%) NA 19.53 21.37 22.84 23.68 NA NA 20.78 23.10 21.19 20.03 28.78 22.06 43.06 16.09 18.07 12.02 16.43
Draw Down(%) NA 10.99 27.47 31.89 41.74 NA NA 10.99 23.74 10.07 17.94 26.93 12.26 41.74 9.41 26.87 6.34 8.29
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 04/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBRREX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Russell 2000 Index Fund) -4.55%
Mar 2017 – Mar 2020
2.45%
Sep 2018 – Sep 2023
11.24%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WBRREX (Wilmington Trust Retirement & Institutional Services Co. – Blackrock Russell 2000 Index Fund) 20.31%
May 2023 – May 2026
16.56%
Jun 2016 – Jun 2021
11.24%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return