Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAMIX (WSTCM CREDIT SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) | NA | 10.66% | 2.81% | 4.67% | NA | NA | NA | … | … |
Data as of 09/27/2024, Common starting date is 10/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAMIX (WSTCM CREDIT SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) | 10/06/2014 | 09/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 10.66 | 2.81 | 4.67 | NA | NA | NA | … | … | 3.67 | 6.09 | -2.30 | 2.45 | 10.87 | 5.79 | -0.35 | 3.53 | 12.13 | -0.67 | -1.10 |
| Sharpe Ratio | NA | 0.97 | -0.32 | 0.63 | NA | NA | NA | … | … | -0.35 | 0.51 | -1.06 | 1.10 | 2.27 | 1.89 | -1.07 | 1.56 | 3.14 | -0.37 | -2.50 |
| Standard Deviation(%) | NA | 3.46 | 3.47 | 3.54 | NA | NA | NA | … | … | 3.55 | 3.62 | 3.50 | 2.20 | 4.67 | 2.31 | 1.56 | 1.86 | 3.80 | 1.88 | 1.82 |
| Draw Down(%) | NA | 1.77 | 3.50 | 3.76 | NA | NA | NA | … | … | 1.77 | 2.92 | 3.23 | 1.81 | 2.60 | 1.27 | 1.75 | 1.49 | 2.21 | 2.32 | 1.30 |
| Yield(%) | 1.46 | 7.17 | 4.20 | 4.08 | 3.62 | 2.41 | 1.81 | … | … | 3.94 | 5.03 | 1.62 | 2.73 | 2.60 | 4.43 | 3.66 | 6.18 | 3.50 | 1.58 | 0.20 |
Data as of 09/27/2024, Common starting date is 10/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMIX (WSTCM CREDIT SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) |
1.55%
Jun 2021 – Jun 2024 |
2.93%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMIX (WSTCM CREDIT SELECT RISK-MANAGED FUND INSTITUTIONAL SHARES) |
6.46%
Jun 2018 – Jun 2021 |
6.31%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart