Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTMX (SHORT-TERM MUNICIPAL BOND FUND ADMINISTRATOR) | NA | 3.02% | 3.97% | 1.63% | 1.53% | 1.52% | NA | … | … |
Data as of 10/03/2025, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTMX (SHORT-TERM MUNICIPAL BOND FUND ADMINISTRATOR) | 08/05/2010 | 10/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.02 | 3.97 | 1.63 | 1.53 | 1.52 | NA | … | … | 3.22 | 3.71 | 3.55 | -2.78 | -0.02 | 1.84 | 2.70 | 1.47 | 1.73 | -0.31 | 0.48 | 1.47 | 0.72 | 2.43 | 3.26 | -0.21 |
| Sharpe Ratio | NA | -0.01 | 0.36 | -0.41 | 0.03 | NA | NA | … | … | 0.77 | 0.06 | -0.07 | -2.76 | -0.07 | 0.63 | 1.46 | 0.12 | 1.32 | -0.63 | 0.66 | 2.49 | 1.08 | 3.99 | 3.27 | -0.67 |
| Standard Deviation(%) | NA | 1.70 | 1.53 | 1.38 | 1.36 | NA | NA | … | … | 1.69 | 1.43 | 1.51 | 1.53 | 0.68 | 2.52 | 0.84 | 0.76 | 0.81 | 0.83 | 0.69 | 0.58 | 0.64 | 0.60 | 0.99 | 0.91 |
| Draw Down(%) | NA | 1.44 | 1.44 | 4.93 | 4.93 | NA | NA | … | … | 1.44 | 0.72 | 1.15 | 4.53 | 0.60 | 4.40 | 0.50 | 0.41 | 0.40 | 1.51 | 0.59 | 0.20 | 0.57 | 0.14 | 0.40 | 1.03 |
| Yield(%) | 0.00 | 2.24 | 2.53 | 1.88 | 1.63 | 1.60 | 1.20 | … | … | 1.63 | 3.22 | 2.14 | 1.37 | 0.98 | 1.32 | 1.67 | 1.56 | 1.32 | 1.11 | 1.08 | 1.06 | 1.22 | 1.82 | 2.52 | 0.29 |
Data as of 10/03/2025, Common starting date is 08/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTMX (SHORT-TERM MUNICIPAL BOND FUND ADMINISTRATOR) |
-0.74%
Oct 2019 – Oct 2022 |
0.27%
Oct 2017 – Oct 2022 |
0.58%
Oct 2012 – Oct 2022 |
1.52%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTMX (SHORT-TERM MUNICIPAL BOND FUND ADMINISTRATOR) |
3.97%
Sep 2022 – Sep 2025 |
1.74%
Jan 2011 – Jan 2016 |
1.60%
Jan 2011 – Jan 2021 |
1.52%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart