Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WSSCX (SHORT-TERM MUNICIPAL BOND FUND CLASS C) 0.28% 2.41% 2.73% 0.96% 0.80% 0.77% 1.33%
Data as of 06/03/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
Name Start Date End Date
WSSCX (SHORT-TERM 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 (%) 0.20 2.41 2.73 0.96 0.80 0.77 1.33 0.28 2.95 2.75 2.87 -3.30 -0.64 1.07 1.90 0.67 0.95 -1.00 -0.20 0.82 -0.05 1.56 2.47 1.74 9.63 -2.17 3.03 2.71 0.88
Sharpe Ratio NA -0.19 -0.31 -1.16 -0.64 NA NA -1.81 0.04 -0.67 -0.56 -3.20 -0.95 0.32 0.62 -1.11 0.50 -1.68 -0.40 1.21 -0.14 2.77 3.06 1.80 6.27 -1.35 -0.09 -0.64 -1.27
Standard Deviation(%) NA 1.11 1.41 1.37 1.33 NA NA 1.15 1.59 1.31 1.41 1.48 0.69 2.56 0.69 0.65 0.58 0.72 0.57 0.66 0.60 0.55 0.80 0.92 1.52 2.31 1.28 1.10 0.94
Draw Down(%) NA 1.12 1.44 5.54 5.78 NA NA 1.12 1.44 0.82 1.41 4.86 1.00 4.50 0.44 0.48 0.50 1.67 0.74 0.20 0.75 0.20 0.41 0.68 0.53 4.91 0.41 0.51 0.33
Yield(%) 0.00 1.55 1.85 1.33 0.98 0.87 1.32 0.56 1.68 2.30 1.37 0.84 0.27 0.56 0.88 0.77 0.54 0.41 0.30 0.31 0.45 1.06 1.74 1.63 2.93 3.31 2.99 2.68 0.98
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
WSSCX (SHORT-TERM MUNICIPAL BOND FUND CLASS C) -1.40%
Oct 2019 – Oct 2022
-0.43%
Oct 2017 – Oct 2022
-0.13%
Oct 2012 – Oct 2022
0.74%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSSCX (SHORT-TERM MUNICIPAL BOND FUND CLASS C) 4.55%
Dec 2008 – Dec 2011
3.12%
Oct 2005 – Oct 2010
1.97%
May 2005 – May 2015
1.53%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return