Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSHNX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INVESTOR CLASS) | 0.76% | 3.90% | 5.20% | 2.93% | 2.53% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSHNX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INVESTOR CLASS) | 08/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.90 | 5.20 | 2.93 | 2.53 | NA | NA | … | … | 0.76 | 5.89 | 5.64 | 5.85 | -2.93 | 0.81 | 3.28 | 4.02 | 1.13 | 1.34 | 2.44 | -0.07 | 1.47 | 0.93 | 3.79 | -0.64 |
| Sharpe Ratio | NA | 1.04 | 1.12 | 0.23 | 0.55 | NA | NA | … | … | -0.25 | 1.62 | 1.02 | 1.04 | -2.27 | 1.05 | 1.15 | 2.45 | -0.27 | 0.73 | 1.75 | -0.08 | 1.36 | 0.68 | 4.17 | -1.15 |
| Standard Deviation(%) | NA | 1.75 | 1.90 | 1.87 | 1.68 | NA | NA | … | … | 1.73 | 1.86 | 1.99 | 2.13 | 1.92 | 0.75 | 2.61 | 1.04 | 0.96 | 0.94 | 1.27 | 1.30 | 1.06 | 1.31 | 0.90 | 1.33 |
| Draw Down(%) | NA | 0.91 | 0.91 | 5.00 | 5.95 | NA | NA | … | … | 0.91 | 0.58 | 0.75 | 0.85 | 4.43 | 0.68 | 5.95 | 0.40 | 0.57 | 0.51 | 1.44 | 1.10 | 0.40 | 1.75 | 0.32 | 1.44 |
| Yield(%) | 0.00 | 3.99 | 4.37 | 3.45 | 2.75 | 2.39 | 1.79 | … | … | 1.41 | 4.75 | 4.64 | 3.75 | 2.30 | 1.63 | 2.32 | 2.33 | 2.18 | 1.91 | 1.69 | 2.10 | 1.78 | 1.72 | 1.98 | 0.56 |
Data as of 06/04/2026, Common starting date is 08/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHNX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INVESTOR CLASS) |
0.02%
Oct 2019 – Oct 2022 |
0.88%
Apr 2013 – Apr 2018 |
1.13%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHNX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND – INVESTOR CLASS) |
5.92%
Oct 2022 – Oct 2025 |
3.33%
Mar 2020 – Mar 2025 |
2.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart