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WBRIX: Wilmington Broad Market Bond Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/14/1998 |
| Last Dividend Date: | 02/29/2012 |
| 12-Mo. Yield | 5.17% |
| Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/14/1998 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.8 | 5.0 | 3.0 | 1.3 | 0.9 | -0.0 | 6.7 | 5.5 | 0.0 | 1.9 | 0.7 | 0.1 | -3.2 | -1.3 | -2.3 | 4.0 | 2.2 | 5.1 | -8.0 | 1.4 |
| Sharpe Ratio | NA | 1.48 | 0.99 | 0.44 | 0.02 | -0.17 | -0.03 | 1.4 | 1.18 | -0.01 | 0.16 | -0.61 | -1.08 | -1.51 | -0.5 | -0.52 | 0.58 | -0.02 | 0.28 | -2.53 | -0.02 |
| Draw Down(%) | NA | 2.1 | 4.2 | 8.3 | 15.9 | 15.9 | 1.3 | 2.1 | 4.0 | 4.2 | 8.3 | 3.4 | 3.9 | 4.7 | 5.8 | 7.1 | 3.5 | 4.9 | 4.0 | 8.2 | 4.8 |
| Standard Deviation(%) | NA | 4.6 | 5.0 | 5.3 | 4.9 | 4.8 | 3.4 | 4.8 | 4.6 | 6.6 | 6.3 | 3.8 | 3.0 | 3.6 | 4.4 | 5.7 | 5.0 | 5.2 | 3.8 | 4.4 | 5.0 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.03 | 0.0 | -0.01 | 0.0 | 0.08 | 0.07 | 0.0 | 0.01 | -0.03 | -0.05 | -0.07 | -0.03 | -0.03 | 0.03 | 0.0 | 0.02 | -0.15 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.01 | -0.05 | 0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.03 | -0.02 | -0.02 | -0.01 | -0.03 | -0.02 |
| Beta | NA | 0.85 | 0.83 | 0.76 | 0.79 | 0.77 | 0.64 | 0.89 | 0.82 | 0.81 | 0.68 | 0.73 | 0.7 | 0.74 | 0.84 | 0.95 | 0.84 | 0.75 | 0.67 | 0.76 | 0.68 |
| RSquared | NA | 0.75 | 0.76 | 0.75 | 0.75 | 0.75 | 0.41 | 0.84 | 0.88 | 0.74 | 0.71 | 0.81 | 0.72 | 0.6 | 0.83 | 0.74 | 0.82 | 0.8 | 0.72 | 0.79 | 0.73 |
| Yield(%) | N/A | 5.2 | 3.5 | 2.1 | 1.0 | N/A | 0.6 | 5.2 | 4.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 3.4 | N/A | N/A | N/A | N/A | -88.6 | 17.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1998
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