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WSHNX: SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info 11.82 0.01(0.08%) May 03
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (15%) |
Start Date: | 08/02/2011 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 3.69% |
Expenses | 0.48% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 1.4 | 4.5 | 1.4 | 2.2 | 1.8 | 1.8 | 5.9 | -2.9 | 1.0 | 3.3 | 4.0 | 1.1 | 1.3 | 2.4 | -0.1 | 1.5 | 0.9 | 3.8 | -0.6 |
Sharpe Ratio | NA | -0.19 | 0.35 | -0.52 | 0.27 | 0.45 | 0.63 | 0.76 | -2.21 | 1.37 | 1.16 | 2.51 | -0.19 | 0.76 | 1.76 | -0.08 | 1.36 | 0.68 | 4.17 | -1.15 |
Draw Down(%) | NA | 0.5 | 0.8 | 4.8 | 5.9 | 5.9 | 5.9 | 0.8 | 4.4 | 0.5 | 5.9 | 0.4 | 0.6 | 0.5 | 1.4 | 1.1 | 0.4 | 1.8 | 0.3 | 1.4 |
Standard Deviation(%) | NA | 2.0 | 2.0 | 1.8 | 1.9 | 1.5 | 1.5 | 2.1 | 1.9 | 0.7 | 2.6 | 1.0 | 1.0 | 0.9 | 1.3 | 1.3 | 1.1 | 1.3 | 0.9 | 1.3 |
Treynor Ratio | NA | -0.01 | 0.02 | -0.02 | 0.01 | 0.01 | 0.02 | 0.04 | -0.09 | 0.04 | 0.04 | 0.07 | 0.0 | 0.02 | 0.05 | 0.0 | 0.04 | 0.02 | 0.11 | -0.04 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.41 | 0.37 | 0.44 | 0.48 | 0.48 | 0.48 | 0.42 | 0.47 | 0.22 | 0.72 | 0.39 | 0.38 | 0.46 | 0.41 | 0.55 | 0.4 | 0.59 | 0.33 | 0.36 |
RSquared | NA | 0.34 | 0.38 | 0.58 | 0.56 | 0.5 | 0.47 | 0.51 | 0.8 | 0.19 | 0.63 | 0.43 | 0.29 | 0.4 | 0.29 | 0.49 | 0.26 | 0.37 | 0.2 | 0.18 |
Yield(%) | N/A | 1.5 | 3.9 | 2.8 | 2.6 | 2.3 | N/A | 3.5 | 2.3 | 1.8 | 2.4 | 2.4 | 2.2 | 2.0 | 1.7 | 2.2 | 1.8 | 1.7 | 2.0 | 0.6 |
Dividend Growth(%) | N/A | -56.1 | 27.8 | 19.8 | 32.0 | N/A | N/A | 46.4 | 27.3 | -26.7 | 3.4 | 7.4 | 12.5 | 14.3 | -22.2 | 22.7 | 0.0 | -12.0 | 257.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2011
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