Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WTMU 0.45% 5.71% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 04/03/2025
More Performance Analytics Comparison
Name Start Date End Date
WTMU 04/03/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.31 5.71 NA NA NA NA NA 0.45 5.13
Sharpe Ratio NA 1.36 NA NA NA NA NA -0.54 0.74
Standard Deviation(%) NA 2.25 NA NA NA NA NA 2.73 5.61
Draw Down(%) NA 2.70 NA NA NA NA NA 2.70 4.24
Yield(%) 0.00 3.06 1.13 0.68 0.34 0.23 0.17 1.14 2.21
Data as of 06/05/2026, Common starting date is 04/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTMU (WTMU) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTMU (WTMU) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return