Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMFDX (MUNICIPAL BOND FUND ADMINISTRATOR CLASS) | 1.39% | 6.18% | 3.81% | 0.97% | 2.14% | 3.50% | 3.88% | … | … |
Data as of 06/04/2026, Common starting date is 04/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMFDX (MUNICIPAL BOND FUND ADMINISTRATOR CLASS) | 04/12/2005 | 06/04/2026 |
| 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 (%) | 0.31 | 6.18 | 3.81 | 0.97 | 2.14 | 3.50 | 3.88 | … | … | 1.39 | 3.00 | 3.57 | 5.69 | -8.46 | 1.18 | 4.15 | 7.33 | 1.89 | 5.06 | 0.44 | 3.31 | 11.36 | -1.78 | 10.35 | 10.28 | 3.54 | 24.69 | -11.48 | 2.48 | 6.11 | 3.48 |
| Sharpe Ratio | NA | 1.48 | 0.24 | -0.45 | 0.14 | NA | NA | … | … | 0.17 | 0.03 | -0.02 | 0.55 | -2.51 | 0.71 | 0.53 | 3.12 | 0.29 | 2.16 | 0.09 | 1.58 | 6.26 | -0.57 | 5.37 | 4.32 | 1.33 | 7.27 | -2.05 | -0.25 | 1.20 | 1.05 |
| Standard Deviation(%) | NA | 2.27 | 3.69 | 3.52 | 3.65 | NA | NA | … | … | 2.45 | 4.37 | 3.08 | 3.75 | 3.95 | 1.62 | 7.33 | 1.88 | 1.76 | 2.05 | 2.46 | 2.07 | 1.81 | 3.18 | 1.93 | 2.37 | 2.59 | 3.38 | 6.04 | 2.68 | 2.25 | 2.31 |
| Draw Down(%) | NA | 2.24 | 5.41 | 13.34 | 13.34 | NA | NA | … | … | 2.24 | 4.65 | 2.16 | 5.57 | 12.72 | 2.11 | 11.39 | 1.58 | 1.40 | 1.15 | 5.07 | 2.45 | 0.92 | 7.05 | 1.36 | 2.04 | 4.39 | 1.89 | 14.79 | 2.54 | 1.47 | 1.63 |
| Yield(%) | 0.00 | 3.03 | 3.56 | 2.78 | 2.91 | 3.57 | 3.87 | … | … | 1.07 | 3.21 | 4.49 | 3.06 | 2.33 | 1.54 | 2.47 | 2.94 | 3.19 | 3.65 | 3.74 | 3.51 | 4.06 | 3.85 | 4.85 | 4.56 | 4.10 | 6.54 | 4.79 | 4.51 | 4.70 | 2.72 |
Data as of 06/04/2026, Common starting date is 04/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFDX (MUNICIPAL BOND FUND ADMINISTRATOR CLASS) |
-2.46%
Oct 2019 – Oct 2022 |
0.32%
Oct 2017 – Oct 2022 |
1.95%
Oct 2012 – Oct 2022 |
3.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFDX (MUNICIPAL BOND FUND ADMINISTRATOR CLASS) |
12.50%
Dec 2008 – Dec 2011 |
9.06%
Dec 2008 – Dec 2013 |
6.68%
Dec 2008 – Dec 2018 |
5.03%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart