Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCPBX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INSTITUTIONAL CLASS) | 0.90% | 5.76% | 5.43% | 1.99% | 3.34% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCPBX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INSTITUTIONAL CLASS) | 08/04/2014 | 06/11/2026 |
| 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.76 | 5.43 | 1.99 | 3.34 | NA | NA | … | … | 0.90 | 7.98 | 3.43 | 8.02 | -9.84 | 1.67 | 10.33 | 7.58 | 1.68 | 3.03 | 7.31 | 0.21 | 1.07 |
| Sharpe Ratio | NA | 0.70 | 0.40 | -0.11 | 0.41 | NA | NA | … | … | -0.39 | 1.16 | -0.04 | 0.74 | -2.01 | 0.66 | 1.88 | 2.40 | 0.15 | 1.14 | 3.07 | 0.07 | 1.26 |
| Standard Deviation(%) | NA | 3.84 | 5.01 | 4.98 | 4.15 | NA | NA | … | … | 4.20 | 4.41 | 5.15 | 5.91 | 5.62 | 2.49 | 5.34 | 2.54 | 2.06 | 2.08 | 2.31 | 2.45 | 2.06 |
| Draw Down(%) | NA | 2.74 | 4.66 | 13.54 | 13.54 | NA | NA | … | … | 2.74 | 2.56 | 3.43 | 4.66 | 12.78 | 1.55 | 10.11 | 1.49 | 1.37 | 1.25 | 2.10 | 2.36 | 0.80 |
| Yield(%) | 0.00 | 5.13 | 5.44 | 4.20 | 3.98 | 3.02 | 2.26 | … | … | 2.10 | 5.57 | 5.30 | 5.93 | 2.75 | 2.57 | 5.41 | 3.26 | 2.72 | 2.62 | 4.04 | 2.12 | 0.67 |
Data as of 06/11/2026, Common starting date is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCPBX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INSTITUTIONAL CLASS) |
-1.77%
Oct 2020 – Oct 2023 |
1.63%
Oct 2017 – Oct 2022 |
3.14%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCPBX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INSTITUTIONAL CLASS) |
7.32%
Jul 2018 – Jul 2021 |
5.94%
Dec 2015 – Dec 2020 |
4.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart