Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WITIX (INTERMEDIATE TAX/AMT-FREE FUND INSTITUTIONAL CLASS) | NA | 4.91% | 3.66% | 4.91% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WITIX (INTERMEDIATE TAX/AMT-FREE FUND INSTITUTIONAL CLASS) | 04/02/2008 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 4.91 | 3.66 | 4.91 | NA | NA | NA | … | … | 0.49 | 6.99 | -1.38 | 6.82 | 9.64 | 3.36 | 15.55 | -5.45 |
| Sharpe Ratio | NA | 2.28 | 1.62 | 2.13 | NA | NA | NA | … | … | 1.03 | 3.29 | -0.53 | 3.53 | 4.24 | 1.42 | 4.92 | -1.66 |
| Standard Deviation(%) | NA | 2.11 | 2.25 | 2.29 | NA | NA | NA | … | … | 1.98 | 2.12 | 2.66 | 1.93 | 2.27 | 2.31 | 3.14 | 4.77 |
| Draw Down(%) | NA | 1.41 | 5.42 | 5.42 | NA | NA | NA | … | … | 1.41 | 1.16 | 5.42 | 1.57 | 1.68 | 3.60 | 2.21 | 9.86 |
| Yield(%) | 0.00 | 2.15 | 2.96 | 3.29 | 2.46 | 1.64 | 1.23 | … | … | 0.40 | 2.28 | 3.33 | 3.40 | 3.77 | 3.27 | 4.55 | 3.11 |
Data as of 03/30/2015, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WITIX (INTERMEDIATE TAX/AMT-FREE FUND INSTITUTIONAL CLASS) |
3.12%
Aug 2010 – Aug 2013 |
4.53%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WITIX (INTERMEDIATE TAX/AMT-FREE FUND INSTITUTIONAL CLASS) |
9.40%
Dec 2008 – Dec 2011 |
6.65%
Dec 2008 – Dec 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart