Performance Comparison
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
