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WABMX: WILMINGTON BROAD MARKET BOND FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 8.82 0.02(0.23%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (28%) |
Start Date: | 11/03/2017 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.56% |
Expenses | 0.44% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/28/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | -1.2 | 2.0 | -2.6 | 0.3 | 0.0 | 5.3 | -12.5 | -1.8 | 7.3 | 8.0 | -1.8 | 0.1 |
Sharpe Ratio | NA | -1.61 | -0.39 | -0.77 | -0.24 | -0.22 | 0.16 | -1.99 | -0.55 | 1.49 | 1.99 | -0.53 | NA |
Draw Down(%) | NA | 2.7 | 7.0 | 17.6 | 18.0 | 18.0 | 7.0 | 16.2 | 3.6 | 7.0 | 2.0 | 3.9 | 0.0 |
Standard Deviation(%) | NA | 5.8 | 6.4 | 6.1 | 5.4 | 5.3 | 6.8 | 7.0 | 3.4 | 4.7 | 3.3 | 5.3 | 0.0 |
Treynor Ratio | NA | -0.81 | -0.2 | -0.71 | -0.89 | 10.93 | 0.15 | -1.72 | 1.22 | -4.3 | -0.6 | 0.18 | 0.0 |
Alpha | NA | -0.05 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.05 | -0.01 | 0.03 | 0.04 | -0.02 | NA |
Beta | NA | 0.12 | 0.12 | 0.07 | 0.01 | 0.0 | 0.08 | 0.08 | -0.02 | -0.02 | -0.11 | -0.15 | NA |
RSquared | NA | 0.06 | 0.05 | 0.04 | 0.0 | 0.0 | 0.02 | 0.08 | 0.0 | 0.01 | 0.17 | 0.3 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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