Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMFBX (MUNICIPAL BOND FUND CLASS B) | NA | -33.81% | -9.84% | -4.75% | -0.10% | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMFBX (MUNICIPAL BOND FUND CLASS B) | 04/13/2005 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.51 | -33.81 | -9.84 | -4.75 | -0.10 | NA | NA | … | … | 0.00 | -1.55 | 2.31 | 10.36 | -2.66 | 9.35 | 8.96 | 2.92 | 23.52 | -12.41 | 1.47 | 4.94 | 2.71 |
| Sharpe Ratio | NA | -1.05 | 1.40 | 1.36 | 1.14 | NA | NA | … | … | 0.00 | -0.81 | 1.19 | 5.95 | -0.89 | 5.21 | 3.81 | 1.15 | 7.10 | -2.20 | -0.62 | 0.78 | 0.66 |
| Standard Deviation(%) | NA | 2.13 | 1.93 | 2.19 | 3.04 | NA | NA | … | … | NA | 2.17 | 1.91 | 1.74 | 3.01 | 1.80 | 2.35 | 2.47 | 3.30 | 6.04 | 2.49 | 2.11 | 2.21 |
| Draw Down(%) | NA | 5.43 | 5.43 | 7.25 | 15.23 | NA | NA | … | … | 0.00 | 5.43 | 2.73 | 1.09 | 7.25 | 1.36 | 2.04 | 4.53 | 1.89 | 15.22 | 2.80 | 1.47 | 1.81 |
| Yield(%) | 0.00 | 1.96 | 2.61 | 2.94 | 3.40 | 2.68 | 2.01 | … | … | 0.00 | 1.96 | 2.63 | 3.11 | 2.97 | 3.89 | 3.65 | 3.48 | 5.48 | 3.89 | 3.42 | 3.58 | 2.06 |
Data as of 01/24/2017, 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 |
|---|---|---|---|---|
| WMFBX (MUNICIPAL BOND FUND CLASS B) |
-2.30%
Dec 2005 – Dec 2008 |
3.21%
Jan 2006 – Jan 2011 |
3.88%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFBX (MUNICIPAL BOND FUND CLASS B) |
11.58%
Dec 2008 – Dec 2011 |
8.14%
Dec 2008 – Dec 2013 |
4.87%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart