Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSHYX (WASMER SCHROEDER HIGH YIELD MUNICIPAL FUND INSTITUTIONAL CLASS) | NA | -10.49% | -4.60% | 0.09% | NA | NA | NA | … | … |
Data as of 03/01/2023, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSHYX (WASMER SCHROEDER HIGH YIELD MUNICIPAL FUND INSTITUTIONAL CLASS) | 04/02/2014 | 03/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -10.49 | -4.60 | 0.09 | NA | NA | NA | … | … | 0.11 | -13.10 | -23.43 | -1.42 | 6.75 | -0.75 | 8.25 | 1.55 | 4.24 | 11.57 |
| Sharpe Ratio | NA | -2.48 | -0.87 | -0.22 | NA | NA | NA | … | … | -1.51 | -2.70 | -0.94 | -0.18 | 3.76 | -1.21 | 3.73 | 0.59 | 2.45 | 6.75 |
| Standard Deviation(%) | NA | 5.43 | 6.25 | 4.93 | NA | NA | NA | … | … | 4.19 | 5.39 | 35.66 | 9.20 | 1.74 | 1.73 | 2.05 | 2.26 | 1.72 | 2.33 |
| Draw Down(%) | NA | 15.03 | 17.59 | 17.59 | NA | NA | NA | … | … | 3.47 | 17.00 | 24.85 | 14.84 | 1.43 | 2.70 | 0.92 | 5.35 | 1.45 | 0.91 |
| Yield(%) | 0.25 | 2.75 | 2.77 | 3.47 | 3.69 | 2.46 | 1.84 | … | … | 0.60 | 2.57 | 2.46 | 3.81 | 4.63 | 3.84 | 3.61 | 4.79 | 4.76 | 3.78 |
Data as of 03/01/2023, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHYX (WASMER SCHROEDER HIGH YIELD MUNICIPAL FUND INSTITUTIONAL CLASS) |
-4.82%
Oct 2019 – Oct 2022 |
-0.98%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHYX (WASMER SCHROEDER HIGH YIELD MUNICIPAL FUND INSTITUTIONAL CLASS) |
6.65%
Feb 2017 – Feb 2020 |
5.84%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart