Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEFIX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INSTITUTIONAL CLASS) | 0.73% | 3.99% | 5.32% | 3.01% | 2.69% | 2.45% | 3.30% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEFIX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INSTITUTIONAL CLASS) | 12/27/1988 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 3.99 | 5.32 | 3.01 | 2.69 | 2.45 | 3.30 | … | … | 0.73 | 6.02 | 5.77 | 5.92 | -2.79 | 0.87 | 3.21 | 4.22 | 1.34 | 1.54 | 3.11 | 0.25 | 1.68 | 1.11 | 4.04 | 2.11 | 4.74 | 10.85 | 2.29 | 6.10 | 4.04 | 1.61 | 2.64 | 6.29 | 2.97 | 8.45 | 9.66 | 0.86 | 6.82 | 8.61 | 4.42 | 15.77 | -2.33 | 7.99 | 5.51 | 11.15 | 8.96 | 9.06 | -0.01 |
| Sharpe Ratio | NA | 1.16 | 1.22 | 0.30 | 0.66 | NA | NA | … | … | -0.04 | 1.75 | 1.10 | 1.06 | -2.22 | 1.08 | 1.13 | 2.57 | -0.05 | 0.97 | 2.63 | 0.17 | 1.45 | 0.86 | 4.33 | 1.54 | 2.78 | 4.08 | 0.39 | 1.23 | 0.34 | -0.43 | 0.87 | 3.09 | 0.59 | 2.14 | 2.02 | -0.92 | 1.31 | 1.61 | 0.18 | 3.48 | -1.41 | 2.00 | 1.16 | 2.33 | 1.67 | 0.95 | -73.33 |
| Standard Deviation(%) | NA | 1.74 | 1.91 | 1.86 | 1.67 | NA | NA | … | … | 1.88 | 1.80 | 1.96 | 2.15 | 1.91 | 0.78 | 2.62 | 1.07 | 0.92 | 0.92 | 1.10 | 1.30 | 1.15 | 1.25 | 0.93 | 1.36 | 1.67 | 2.64 | 3.34 | 2.42 | 1.86 | 1.51 | 1.90 | 1.80 | 3.09 | 2.85 | 2.70 | 2.73 | 2.56 | 3.05 | 4.17 | 3.38 | 3.83 | 2.90 | 2.59 | 3.09 | 2.06 | 3.28 | 0.09 |
| Draw Down(%) | NA | 0.91 | 0.91 | 4.91 | 5.98 | NA | NA | … | … | 0.91 | 0.66 | 0.75 | 0.93 | 4.32 | 0.61 | 5.98 | 0.40 | 0.57 | 0.49 | 0.92 | 0.90 | 0.41 | 1.72 | 0.32 | 1.12 | 1.28 | 1.56 | 3.88 | 0.96 | 0.88 | 1.04 | 2.14 | 1.85 | 3.15 | 2.44 | 2.27 | 2.20 | 1.82 | 1.74 | 3.66 | 1.36 | 4.55 | 1.64 | 2.30 | 1.74 | 0.54 | 2.12 | 0.01 |
| Yield(%) | 0.00 | 4.17 | 4.53 | 3.56 | 2.94 | 2.64 | 3.14 | … | … | 1.47 | 4.95 | 4.77 | 3.82 | 2.35 | 1.68 | 2.39 | 2.53 | 2.39 | 2.10 | 2.44 | 2.34 | 1.99 | 1.90 | 2.15 | 2.18 | 2.39 | 3.55 | 4.59 | 4.30 | 3.86 | 3.49 | 2.19 | 2.92 | 3.18 | 5.10 | 6.92 | 5.96 | 5.94 | 5.85 | 6.15 | 6.58 | 5.61 | 5.47 | 6.04 | 7.03 | 6.60 | 8.09 | 0.68 |
Data as of 06/05/2026, Common starting date is 12/27/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEFIX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INSTITUTIONAL CLASS) |
0.08%
Oct 2019 – Oct 2022 |
1.09%
Oct 2017 – Oct 2022 |
1.35%
Oct 2012 – Oct 2022 |
2.41%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEFIX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INSTITUTIONAL CLASS) |
9.59%
Apr 1990 – Apr 1993 |
8.56%
Jan 1989 – Jan 1994 |
7.49%
Jan 1989 – Jan 1999 |
6.87%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart