Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WTRZX (TOTAL RETURN BOND FUND INVESTOR CLASS) | NA | 1.82% | 1.49% | 3.32% | 4.97% | NA | NA | 4.99% |
Data as of 10/29/2015, AR inception is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRZX (TOTAL RETURN BOND FUND INVESTOR CLASS) | 04/13/2005 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 1.82 | 1.49 | 3.32 | 4.97 | NA | NA | 4.99 | 0.08 | 4.15 | -4.81 | 0.23 | 3.21 | -1.42 | 5.59 | -2.12 | 1.32 | -0.58 | -0.82 |
| Sharpe Ratio | NA | 0.13 | -0.40 | -0.11 | -0.05 | NA | NA | -0.10 | 0.02 | 1.54 | -1.34 | 0.04 | 0.67 | -0.27 | 1.20 | -0.49 | -0.48 | -1.37 | -1.09 |
| Standard Deviation(%) | NA | 3.55 | 4.19 | 4.39 | 4.45 | NA | NA | 4.34 | 3.68 | 2.69 | 3.62 | 4.97 | 4.75 | 5.60 | 4.60 | 6.21 | 3.52 | 2.83 | 3.18 |
| Draw Down(%) | NA | 3.22 | 9.48 | 9.48 | 9.48 | NA | NA | 9.48 | 3.22 | 1.18 | 5.93 | 4.74 | 2.96 | 6.38 | 2.77 | 8.89 | 3.36 | 3.93 | 3.61 |
| Yield(%) | 0.00 | 1.34 | 3.08 | 3.71 | 4.48 | 3.03 | 2.27 | 4.54 | 0.97 | 1.57 | 2.49 | 5.87 | 4.83 | 8.06 | 5.31 | 4.63 | 4.54 | 4.28 | 2.19 |
Data as of 10/29/2015, AR inception is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRZX (TOTAL RETURN BOND FUND INVESTOR CLASS) |
1.51%
Aug 2012 - Aug 2015 |
3.25%
Aug 2010 - Aug 2015 |
4.67%
Jun 2005 - Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRZX (TOTAL RETURN BOND FUND INVESTOR CLASS) |
10.52%
Oct 2008 - Oct 2011 |
7.56%
Jul 2007 - Jul 2012 |
4.85%
Jul 2005 - Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart