Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRRX (TOTAL RETURN BOND FUND CLASS R) | NA | -0.35% | -3.99% | 0.52% | 1.11% | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 07/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRRX (TOTAL RETURN BOND FUND CLASS R) | 07/13/2010 | 06/30/2023 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.35 | -3.99 | 0.52 | 1.11 | NA | NA | … | … | 2.77 | -13.67 | -3.48 | 7.94 | 7.81 | -0.89 | 3.00 | 1.94 | 0.01 | 5.53 | -2.53 | 5.91 | 7.80 | 1.24 |
| Sharpe Ratio | NA | -0.48 | -0.75 | -0.12 | 0.08 | NA | NA | … | … | 0.15 | -1.96 | -0.97 | 0.93 | 1.95 | -0.77 | 0.83 | 0.57 | -0.01 | 2.02 | -0.74 | 2.47 | 1.96 | 0.59 |
| Standard Deviation(%) | NA | 7.81 | 6.93 | 6.02 | 4.81 | NA | NA | … | … | 7.37 | 7.69 | 3.59 | 8.24 | 3.28 | 2.88 | 2.87 | 3.01 | 3.67 | 2.73 | 3.47 | 2.40 | 3.97 | 4.29 |
| Draw Down(%) | NA | 9.98 | 22.63 | 22.63 | 22.63 | NA | NA | … | … | 4.03 | 17.39 | 3.77 | 8.01 | 2.01 | 3.33 | 1.53 | 4.39 | 2.89 | 1.18 | 5.54 | 1.23 | 1.57 | 3.55 |
| Yield(%) | 0.00 | 2.46 | 3.08 | 2.87 | 2.27 | 2.43 | 1.82 | … | … | 1.21 | 1.56 | 1.62 | 6.20 | 2.24 | 1.97 | 1.42 | 1.55 | 1.11 | 1.35 | 2.29 | 5.65 | 4.58 | 3.66 |
Data as of 06/30/2023, Common starting date is 07/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRRX (TOTAL RETURN BOND FUND CLASS R) |
-4.05%
Oct 2019 – Oct 2022 |
-1.06%
Oct 2017 – Oct 2022 |
0.23%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRRX (TOTAL RETURN BOND FUND CLASS R) |
5.37%
Jul 2018 – Jul 2021 |
3.92%
Dec 2015 – Dec 2020 |
3.59%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart