Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCPNX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INVESTOR CLASS) | 0.29% | 5.33% | 5.11% | 1.75% | 3.14% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCPNX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INVESTOR CLASS) | 08/04/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 5.33 | 5.11 | 1.75 | 3.14 | NA | NA | … | … | 0.29 | 7.88 | 3.18 | 7.88 | -9.92 | 1.60 | 10.21 | 7.39 | 1.48 | 2.83 | 7.11 | 0.01 | 0.98 |
| Sharpe Ratio | NA | 0.65 | 0.37 | -0.14 | 0.37 | NA | NA | … | … | -0.44 | 1.15 | -0.09 | 0.71 | -2.03 | 0.66 | 1.85 | 2.28 | 0.05 | 1.02 | 2.97 | -0.01 | 1.19 |
| Standard Deviation(%) | NA | 3.77 | 5.02 | 4.99 | 4.17 | NA | NA | … | … | 4.19 | 4.35 | 5.15 | 6.05 | 5.60 | 2.39 | 5.37 | 2.59 | 2.02 | 2.15 | 2.32 | 2.45 | 2.00 |
| Draw Down(%) | NA | 2.74 | 4.80 | 13.63 | 13.63 | NA | NA | … | … | 2.74 | 2.57 | 3.48 | 4.80 | 12.84 | 1.56 | 10.06 | 1.49 | 1.47 | 1.20 | 2.09 | 2.46 | 0.70 |
| Yield(%) | 0.00 | 4.93 | 5.28 | 4.08 | 3.83 | 2.89 | 2.17 | … | … | 2.01 | 5.36 | 5.16 | 5.81 | 2.67 | 2.49 | 5.30 | 3.07 | 2.53 | 2.43 | 3.84 | 1.92 | 0.58 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| WCPNX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INVESTOR CLASS) |
-1.84%
Oct 2020 – Oct 2023 |
1.47%
Oct 2017 – Oct 2022 |
2.99%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCPNX (CORE PLUS INCOME FUND CORE PLUS INCOME FUND – INVESTOR CLASS) |
7.16%
Jul 2018 – Jul 2021 |
5.76%
Dec 2015 – Dec 2020 |
3.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart