Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMFCX (MUNICIPAL BOND FUND CLASS C) | 1.11% | 5.46% | 2.69% | 0.01% | 1.31% | 2.63% | 2.97% | … | … |
Data as of 06/03/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMFCX (MUNICIPAL BOND FUND CLASS C) | 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 | 5.46 | 2.69 | 0.01 | 1.31 | 2.63 | 2.97 | … | … | 1.11 | 2.11 | 2.06 | 4.74 | -9.36 | 0.66 | 3.10 | 6.37 | 1.08 | 5.18 | -0.55 | 2.47 | 10.26 | -2.65 | 9.45 | 9.31 | 2.56 | 23.50 | -12.33 | 1.37 | 4.94 | 2.71 |
| Sharpe Ratio | NA | 1.14 | -0.06 | -0.72 | -0.09 | NA | NA | … | … | -0.01 | -0.17 | -0.51 | 0.30 | -2.82 | 0.41 | 0.39 | 2.76 | -0.19 | 2.20 | -0.32 | 1.27 | 6.10 | -0.87 | 5.22 | 4.12 | 1.00 | 7.09 | -2.22 | -0.71 | 0.75 | 0.61 |
| Standard Deviation(%) | NA | 2.26 | 3.70 | 3.50 | 3.62 | NA | NA | … | … | 2.46 | 4.50 | 3.05 | 3.62 | 3.85 | 1.56 | 7.33 | 1.78 | 1.63 | 2.06 | 2.38 | 1.93 | 1.68 | 3.11 | 1.82 | 2.25 | 2.46 | 3.30 | 5.98 | 2.54 | 2.05 | 2.20 |
| Draw Down(%) | NA | 2.24 | 5.63 | 14.08 | 14.08 | NA | NA | … | … | 2.24 | 4.82 | 2.23 | 6.00 | 13.29 | 2.12 | 11.41 | 1.58 | 1.55 | 1.06 | 5.43 | 2.65 | 0.99 | 7.35 | 1.37 | 2.05 | 4.54 | 1.89 | 15.22 | 2.80 | 1.47 | 1.82 |
| Yield(%) | 0.00 | 2.23 | 2.51 | 1.92 | 2.04 | 2.61 | 2.90 | … | … | 0.79 | 2.36 | 3.04 | 2.15 | 1.53 | 0.93 | 1.56 | 2.01 | 2.30 | 2.74 | 2.84 | 2.61 | 3.11 | 2.97 | 3.89 | 3.65 | 3.23 | 5.48 | 3.89 | 3.42 | 3.59 | 2.06 |
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 |
|---|---|---|---|---|
| WMFCX (MUNICIPAL BOND FUND CLASS C) |
-3.23%
Oct 2020 – Oct 2023 |
-0.55%
Jul 2020 – Jul 2025 |
1.18%
Oct 2012 – Oct 2022 |
2.39%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFCX (MUNICIPAL BOND FUND CLASS C) |
11.46%
Dec 2008 – Dec 2011 |
8.09%
Dec 2008 – Dec 2013 |
5.83%
Dec 2008 – Dec 2018 |
4.17%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart