Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBALX (BALANCED FUND BALANCED FUND) | -0.84% | 2.23% | 5.32% | 2.18% | 5.11% | 5.57% | 5.00% | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBALX (BALANCED FUND BALANCED FUND) | 10/01/2003 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 2.23 | 5.32 | 2.18 | 5.11 | 5.57 | 5.00 | … | … | -0.84 | 3.77 | 6.85 | 10.28 | -10.82 | 10.47 | 7.51 | 17.94 | -1.78 | 11.15 | 3.94 | -1.11 | 3.79 | 15.46 | 10.91 | 2.28 | 15.67 | 28.78 | -26.82 | -5.26 | 14.33 | 1.73 | 11.84 | 3.70 |
| Sharpe Ratio | NA | 0.02 | 0.38 | -0.04 | 0.46 | NA | NA | … | … | -0.53 | 0.12 | 0.59 | 1.14 | -1.13 | 1.72 | 0.52 | 3.03 | -0.41 | 3.18 | 0.56 | -0.16 | 0.66 | 3.02 | 1.82 | 0.15 | 1.52 | 1.62 | -1.14 | -0.85 | 1.71 | -0.10 | 2.72 | 5.46 |
| Standard Deviation(%) | NA | 5.99 | 6.27 | 7.43 | 7.75 | NA | NA | … | … | 6.99 | 7.21 | 5.45 | 5.84 | 10.88 | 6.09 | 13.87 | 5.43 | 7.75 | 3.31 | 6.60 | 7.35 | 5.74 | 5.10 | 6.03 | 14.59 | 10.22 | 17.66 | 24.29 | 9.95 | 6.40 | 5.13 | 4.00 | 2.75 |
| Draw Down(%) | NA | 6.02 | 6.82 | 16.48 | 16.48 | NA | NA | … | … | 6.02 | 6.62 | 2.67 | 5.00 | 14.71 | 3.71 | 15.93 | 2.35 | 8.90 | 1.05 | 4.53 | 6.70 | 4.58 | 2.00 | 5.06 | 12.31 | 9.13 | 15.55 | 37.72 | 11.65 | 3.48 | 5.15 | 2.64 | 0.68 |
| Yield(%) | 0.00 | 4.86 | 4.19 | 2.58 | 3.37 | 3.88 | 3.65 | … | … | 0.00 | 4.90 | 5.08 | 2.18 | 0.84 | 0.23 | 0.56 | 2.18 | 8.72 | 2.94 | 3.17 | 5.17 | 4.81 | 5.22 | 0.40 | 0.68 | 0.99 | 1.46 | 1.35 | 5.96 | 3.65 | 4.76 | 2.37 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBALX (BALANCED FUND BALANCED FUND) |
-9.89%
Feb 2006 – Feb 2009 |
-3.70%
Feb 2004 – Feb 2009 |
3.73%
Dec 2006 – Dec 2016 |
4.37%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBALX (BALANCED FUND BALANCED FUND) |
20.18%
Feb 2009 – Feb 2012 |
16.16%
Feb 2009 – Feb 2014 |
9.99%
Feb 2009 – Feb 2019 |
8.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart