Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSBFX (WALDEN ASSET MANAGEMENT FUND WALDEN ASSET MANAGEMENT FUND) | 5.30% | 16.76% | 10.24% | 4.67% | 7.64% | 7.81% | 6.80% | … | … |
Data as of 06/09/2026, Common starting date is 06/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSBFX (WALDEN ASSET MANAGEMENT FUND WALDEN ASSET MANAGEMENT FUND) | 06/24/1999 | 06/09/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 16.76 | 10.24 | 4.67 | 7.64 | 7.81 | 6.80 | … | … | 5.30 | 10.63 | 6.86 | 12.21 | -15.79 | 15.92 | 5.92 | 23.70 | -1.90 | 14.88 | 9.07 | -0.17 | 8.20 | 20.79 | 8.99 | 1.24 | 12.82 | 14.88 | -22.10 | 10.01 | 6.89 | 1.48 | 7.40 | 14.88 | -6.11 | -2.86 | 5.13 | 4.34 |
| Sharpe Ratio | NA | 1.84 | 0.75 | 0.18 | 0.51 | NA | NA | … | … | 1.06 | 0.71 | 0.41 | 1.00 | -1.03 | 1.63 | 0.25 | 2.63 | -0.28 | 3.09 | 1.02 | -0.02 | 1.03 | 2.59 | 1.00 | 0.08 | 1.14 | 1.23 | -1.10 | 0.64 | 0.50 | -0.12 | 0.81 | 1.60 | -0.59 | -0.52 | 0.06 | 0.43 |
| Standard Deviation(%) | NA | 7.88 | 9.16 | 11.18 | 11.95 | NA | NA | … | … | 9.03 | 10.96 | 7.86 | 8.61 | 16.71 | 9.75 | 22.37 | 8.46 | 11.75 | 4.62 | 8.72 | 10.69 | 7.93 | 8.02 | 9.02 | 15.91 | 11.16 | 12.00 | 20.88 | 10.83 | 6.94 | 6.67 | 7.94 | 8.85 | 12.39 | 10.34 | 15.25 | 11.43 |
| Draw Down(%) | NA | 6.31 | 11.46 | 21.53 | 24.21 | NA | NA | … | … | 6.31 | 11.45 | 4.22 | 7.57 | 19.68 | 5.22 | 24.21 | 4.07 | 13.02 | 1.94 | 5.65 | 7.96 | 4.91 | 4.65 | 7.21 | 13.64 | 9.31 | 12.70 | 29.62 | 5.51 | 6.24 | 4.50 | 4.77 | 6.42 | 15.21 | 13.45 | 7.69 | 9.08 |
| Yield(%) | 0.00 | 8.19 | 6.94 | 4.15 | 4.22 | 4.71 | 4.40 | … | … | 0.00 | 8.20 | 4.87 | 8.00 | 0.87 | 0.68 | 0.81 | 1.97 | 2.10 | 2.03 | 3.27 | 6.94 | 1.81 | 1.65 | 1.32 | 1.05 | 1.77 | 1.41 | 2.78 | 4.95 | 2.71 | 1.50 | 0.00 | 1.51 | 1.73 | 1.88 | 1.73 | 0.89 |
Data as of 06/09/2026, Common starting date is 06/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSBFX (WALDEN ASSET MANAGEMENT FUND WALDEN ASSET MANAGEMENT FUND) |
-5.91%
Feb 2006 – Feb 2009 |
-2.09%
Feb 2004 – Feb 2009 |
1.50%
Aug 2000 – Aug 2010 |
4.22%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSBFX (WALDEN ASSET MANAGEMENT FUND WALDEN ASSET MANAGEMENT FUND) |
15.23%
Feb 2009 – Feb 2012 |
13.41%
Feb 2009 – Feb 2014 |
10.60%
Sep 2011 – Sep 2021 |
8.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart