Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASMX (WALDEN SMID CAP FUND WALDEN SMID CAP FUND) | 1.27% | 3.95% | 8.99% | 4.61% | 9.50% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASMX (WALDEN SMID CAP FUND WALDEN SMID CAP FUND) | 07/02/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.95 | 8.99 | 4.61 | 9.50 | NA | NA | … | … | 1.27 | 0.57 | 10.39 | 16.40 | -14.57 | 30.04 | 9.22 | 26.12 | -5.59 | 16.95 | 20.11 | -2.46 | 3.66 | 30.17 | 7.33 |
| Sharpe Ratio | NA | 0.08 | 0.39 | 0.12 | 0.42 | NA | NA | … | … | 0.01 | -0.13 | 0.49 | 0.85 | -0.69 | 2.17 | 0.25 | 1.83 | -0.46 | 1.72 | 1.27 | -0.17 | 0.26 | 2.28 | 1.13 |
| Standard Deviation(%) | NA | 13.58 | 15.41 | 17.15 | 18.63 | NA | NA | … | … | 13.64 | 18.35 | 13.88 | 15.08 | 23.37 | 13.84 | 35.89 | 13.45 | 15.21 | 9.52 | 15.69 | 14.91 | 13.88 | 13.21 | 13.59 |
| Draw Down(%) | NA | 11.38 | 20.52 | 23.07 | 37.74 | NA | NA | … | … | 11.38 | 17.44 | 7.89 | 12.14 | 22.91 | 6.18 | 37.74 | 7.40 | 20.08 | 5.80 | 9.77 | 12.37 | 11.53 | 5.59 | 8.65 |
| Yield(%) | 0.00 | 1.67 | 1.57 | 2.70 | 4.52 | 5.12 | 3.84 | … | … | 0.00 | 1.64 | 1.83 | 0.61 | 4.02 | 5.97 | 1.99 | 6.34 | 3.96 | 2.59 | 6.28 | 6.46 | 2.26 | 4.31 | 0.34 |
Data as of 06/03/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASMX (WALDEN SMID CAP FUND WALDEN SMID CAP FUND) |
0.42%
Mar 2017 – Mar 2020 |
3.42%
Mar 2015 – Mar 2020 |
7.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASMX (WALDEN SMID CAP FUND WALDEN SMID CAP FUND) |
21.45%
Dec 2018 – Dec 2021 |
15.97%
Oct 2016 – Oct 2021 |
10.99%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart