Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMFAX (MUNICIPAL BOND FUND CLASS A) | 1.24% | 6.18% | 3.62% | 0.83% | 2.00% | 3.36% | 3.72% | … | … |
Data as of 06/03/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMFAX (MUNICIPAL BOND FUND CLASS A) | 04/13/2005 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 6.18 | 3.62 | 0.83 | 2.00 | 3.36 | 3.72 | … | … | 1.24 | 2.89 | 3.47 | 5.52 | -8.67 | 1.16 | 3.89 | 7.18 | 1.85 | 4.89 | 0.21 | 3.29 | 11.10 | -1.92 | 10.29 | 10.14 | 3.49 | 24.55 | -11.73 | 2.24 | 5.73 | 3.05 |
| Sharpe Ratio | NA | 1.42 | 0.19 | -0.48 | 0.10 | NA | NA | … | … | 0.12 | 0.00 | -0.05 | 0.51 | -2.59 | 0.71 | 0.50 | 3.11 | 0.27 | 2.04 | 0.00 | 1.60 | 6.07 | -0.63 | 5.47 | 4.16 | 1.33 | 7.15 | -2.07 | -0.35 | 1.05 | 0.80 |
| Standard Deviation(%) | NA | 2.29 | 3.73 | 3.54 | 3.65 | NA | NA | … | … | 2.54 | 4.51 | 3.07 | 3.71 | 3.91 | 1.58 | 7.32 | 1.83 | 1.73 | 2.08 | 2.47 | 2.03 | 1.83 | 3.11 | 1.89 | 2.43 | 2.55 | 3.42 | 6.12 | 2.59 | 2.22 | 2.27 |
| Draw Down(%) | NA | 2.34 | 5.45 | 13.39 | 13.39 | NA | NA | … | … | 2.34 | 4.76 | 2.12 | 5.65 | 12.80 | 2.02 | 11.31 | 1.49 | 1.51 | 1.06 | 5.22 | 2.39 | 0.93 | 7.12 | 1.37 | 2.15 | 4.41 | 1.89 | 14.91 | 2.63 | 1.47 | 1.69 |
| Yield(%) | 0.00 | 2.93 | 3.41 | 2.66 | 2.77 | 3.42 | 3.70 | … | … | 1.03 | 3.11 | 4.29 | 2.90 | 2.21 | 1.42 | 2.32 | 2.78 | 3.05 | 3.48 | 3.61 | 3.39 | 3.91 | 3.69 | 4.68 | 4.41 | 4.14 | 6.39 | 4.61 | 4.15 | 4.32 | 2.49 |
Data as of 06/03/2026, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFAX (MUNICIPAL BOND FUND CLASS A) |
-2.59%
Oct 2019 – Oct 2022 |
0.18%
Oct 2017 – Oct 2022 |
1.82%
Oct 2012 – Oct 2022 |
3.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFAX (MUNICIPAL BOND FUND CLASS A) |
12.39%
Dec 2008 – Dec 2011 |
8.96%
Dec 2008 – Dec 2013 |
6.55%
Dec 2008 – Dec 2018 |
4.89%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart