Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSHNX (SHORT DURATION INCOME FUND SHORT DURATION INCOME FUND - INVESTOR CLASS) | 2.38% | 5.12% | 4.82% | 2.70% | 2.35% | NA | NA | 2.27% |
Data as of 07/16/2025, AR inception 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 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.12 | 4.82 | 2.70 | 2.35 | NA | NA | 2.27 | 2.38 | 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 | 0.73 | 0.38 | 0.57 | NA | NA | 0.71 | 0.83 | -0.48 | 0.76 | -2.25 | 1.05 | 1.16 | 2.51 | -0.19 | 0.76 | 1.76 | -0.08 | 1.36 | 0.68 | 4.17 | -1.15 |
| Standard Deviation(%) | NA | 1.92 | 2.03 | 1.74 | 1.64 | NA | NA | 1.52 | 1.88 | 1.97 | 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 | 0.75 | 2.08 | 5.00 | 5.95 | NA | NA | 5.95 | 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 | 4.09 | 4.03 | 3.04 | 2.53 | 2.14 | 1.60 | 2.47 | 1.77 | 5.05 | 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 07/16/2025, AR inception 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) |
4.91%
Jun 2022 - Jun 2025 |
3.41%
Mar 2020 - Mar 2025 |
2.38%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart