Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSBIX (SHORT-TERM MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | NA | 1.41% | 1.71% | 1.95% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSBIX (SHORT-TERM MUNICIPAL BOND FUND INSTITUTIONAL CLASS) | 04/02/2008 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 1.41 | 1.71 | 1.95 | NA | NA | NA | … | … | 1.39 | 0.91 | 2.63 | 3.32 | 1.51 | 6.70 | -4.73 |
| Sharpe Ratio | NA | 2.11 | 2.42 | 2.35 | NA | NA | NA | … | … | 2.19 | 1.16 | 4.18 | 3.40 | 1.49 | 5.17 | -3.36 |
| Standard Deviation(%) | NA | 0.66 | 0.69 | 0.81 | NA | NA | NA | … | … | 0.65 | 0.76 | 0.62 | 0.97 | 0.95 | 1.28 | 2.08 |
| Draw Down(%) | NA | 0.20 | 0.52 | 0.68 | NA | NA | NA | … | … | 0.20 | 0.52 | 0.20 | 0.40 | 0.61 | 0.74 | 5.74 |
| Yield(%) | 0.00 | 1.00 | 1.50 | 1.69 | 0.86 | 0.57 | 0.43 | … | … | 0.88 | 1.41 | 2.01 | 2.68 | 1.41 | 0.00 | 0.00 |
Data as of 12/16/2014, 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 |
|---|---|---|---|---|
| WSBIX (SHORT-TERM MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
1.57%
May 2008 – May 2011 |
1.85%
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 |
|---|---|---|---|---|
| WSBIX (SHORT-TERM MUNICIPAL BOND FUND INSTITUTIONAL CLASS) |
3.82%
Dec 2008 – Dec 2011 |
2.99%
Dec 2008 – Dec 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart