Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMOBX (MODERATE BALANCED FUND CLASS B) | NA | 7.48% | 3.16% | 5.78% | 3.48% | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMOBX (MODERATE BALANCED FUND CLASS B) | 02/04/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.48 | 3.16 | 5.78 | 3.48 | NA | NA | … | … | 0.00 | 3.58 | -0.14 | 5.24 | 13.34 | 10.38 | -0.15 | 9.94 | 20.86 | -25.31 | 5.22 | 8.15 | 2.86 | 4.33 |
| Sharpe Ratio | NA | 1.21 | 0.54 | 0.96 | 0.30 | NA | NA | … | … | -19,396.13 | 0.57 | -0.03 | 1.01 | 2.32 | 1.52 | -0.01 | 1.06 | 1.51 | -1.36 | 0.31 | 0.89 | 0.14 | 0.66 |
| Standard Deviation(%) | NA | 5.39 | 5.67 | 5.95 | 10.15 | NA | NA | … | … | 0.00 | 5.88 | 6.09 | 5.14 | 5.73 | 6.87 | 11.98 | 9.30 | 13.77 | 19.26 | 7.19 | 5.47 | 5.04 | 5.73 |
| Draw Down(%) | NA | 2.97 | 8.19 | 8.19 | 36.28 | NA | NA | … | … | 0.00 | 5.10 | 5.63 | 3.52 | 3.71 | 5.73 | 11.53 | 8.56 | 14.04 | 32.07 | 4.16 | 4.71 | 3.58 | 5.06 |
| Yield(%) | 0.00 | 0.00 | 2.07 | 1.70 | 2.42 | 2.77 | 2.08 | … | … | 0.00 | 0.00 | 3.79 | 2.27 | 0.16 | 0.94 | 2.00 | 1.42 | 2.82 | 2.97 | 9.16 | 6.76 | 6.76 | 4.43 |
Data as of 01/24/2017, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMOBX (MODERATE BALANCED FUND CLASS B) |
-8.52%
Feb 2006 – Feb 2009 |
-2.84%
Mar 2004 – Mar 2009 |
3.57%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMOBX (MODERATE BALANCED FUND CLASS B) |
15.40%
Feb 2009 – Feb 2012 |
12.99%
Feb 2009 – Feb 2014 |
4.82%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart