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WSHNX: SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info 12 0.01(0.08%) June 13
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 08/02/2011 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.47% |
| Expenses | 0.48% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 2.3 | 5.8 | 4.9 | 2.8 | 2.4 | 2.1 | 5.6 | 5.9 | -2.9 | 0.8 | 3.3 | 4.0 | 1.1 | 1.3 | 2.4 | -0.1 | 1.5 | 0.9 | 3.8 | -0.6 |
| Sharpe Ratio | NA | 1.07 | 1.28 | 0.77 | 0.43 | 0.58 | 0.72 | -0.48 | 0.76 | -2.25 | 1.05 | 1.16 | 2.51 | -0.19 | 0.76 | 1.76 | -0.08 | 1.36 | 0.68 | 4.17 | -1.15 |
| Draw Down(%) | NA | 0.6 | 0.7 | 2.1 | 5.0 | 5.9 | 5.9 | 0.7 | 0.8 | 4.4 | 0.7 | 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 | 1.9 | 2.0 | 1.7 | 1.6 | 1.5 | 2.0 | 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 | 0.04 | 0.04 | 0.03 | 0.02 | 0.02 | 0.02 | -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 | 0.0 | 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 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.54 | 0.56 | 0.48 | 0.46 | 0.49 | 0.49 | 0.54 | 0.42 | 0.47 | 0.21 | 0.72 | 0.39 | 0.38 | 0.46 | 0.41 | 0.55 | 0.4 | 0.59 | 0.33 | 0.36 |
| RSquared | NA | 0.67 | 0.66 | 0.58 | 0.56 | 0.53 | 0.49 | 0.55 | 0.51 | 0.8 | 0.17 | 0.63 | 0.43 | 0.29 | 0.4 | 0.29 | 0.49 | 0.26 | 0.37 | 0.2 | 0.18 |
| Yield(%) | N/A | 1.8 | 4.5 | 4.2 | 3.2 | 2.6 | N/A | 5.0 | 3.7 | 2.3 | 1.6 | 2.3 | 2.3 | 2.2 | 1.9 | 1.7 | 2.1 | 1.8 | 1.7 | 2.0 | 0.6 |
| Dividend Growth(%) | N/A | -64.7 | 0.7 | 95.1 | 54.5 | N/A | N/A | 37.1 | 54.4 | 40.3 | -29.5 | 1.4 | 6.0 | 13.2 | 13.6 | -21.4 | 18.0 | 2.8 | -11.8 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2011
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