Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAMFX (WALDEN MIDCAP FUND WALDEN MIDCAP FUND) | 2.89% | 7.38% | 10.11% | 4.01% | 8.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAMFX (WALDEN MIDCAP FUND WALDEN MIDCAP FUND) | 08/02/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 7.38 | 10.11 | 4.01 | 8.38 | NA | NA | … | … | 2.89 | 4.81 | 10.39 | 13.90 | -15.08 | 19.39 | 5.83 | 28.38 | -3.58 | 19.10 | 12.14 | -0.41 | 11.11 | 29.46 | 10.36 | 2.40 |
| Sharpe Ratio | NA | 0.31 | 0.49 | 0.09 | 0.38 | NA | NA | … | … | 0.16 | 0.12 | 0.56 | 0.75 | -0.74 | 1.39 | 0.16 | 2.18 | -0.33 | 2.44 | 0.88 | -0.03 | 0.97 | 2.54 | 0.75 | 0.17 |
| Standard Deviation(%) | NA | 11.92 | 13.73 | 16.01 | 17.51 | NA | NA | … | … | 12.18 | 16.35 | 12.17 | 13.75 | 22.36 | 13.97 | 34.46 | 12.37 | 14.96 | 7.58 | 13.58 | 14.30 | 11.38 | 11.57 | 13.82 | 35.18 |
| Draw Down(%) | NA | 8.38 | 17.51 | 22.55 | 36.81 | NA | NA | … | … | 8.38 | 15.01 | 6.89 | 12.47 | 20.65 | 7.56 | 36.81 | 6.42 | 18.22 | 4.46 | 8.53 | 9.89 | 6.69 | 5.45 | 9.80 | 12.32 |
| Yield(%) | 0.00 | 7.04 | 5.74 | 3.28 | 4.89 | 6.17 | 4.63 | … | … | 0.00 | 7.12 | 3.75 | 5.23 | 0.39 | 0.48 | 0.48 | 8.10 | 6.37 | 3.34 | 5.48 | 5.25 | 4.21 | 1.12 | 0.57 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMFX (WALDEN MIDCAP FUND WALDEN MIDCAP FUND) |
1.67%
Apr 2021 – Apr 2024 |
3.90%
Apr 2021 – Apr 2026 |
7.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMFX (WALDEN MIDCAP FUND WALDEN MIDCAP FUND) |
18.68%
Sep 2011 – Sep 2014 |
14.47%
Oct 2016 – Oct 2021 |
13.19%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart