Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRZX (TOTAL RETURN BOND FUND INVESTOR CLASS) | NA | 1.82% | 1.49% | 3.32% | 4.97% | NA | NA | … | … |
Data as of 10/29/2015, Common starting date 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 | Common | 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 | … | … | 1.06 | 5.76 | -2.33 | 6.14 | 8.15 | 6.73 | 11.07 | 2.63 | 6.04 | 3.83 | 1.38 |
| Sharpe Ratio | NA | 0.50 | 0.48 | 0.96 | 1.05 | NA | NA | … | … | 0.34 | 2.10 | -0.68 | 2.51 | 2.02 | 1.68 | 2.31 | 0.26 | 0.77 | 0.13 | -0.15 |
| Standard Deviation(%) | NA | 3.60 | 3.25 | 3.42 | 3.97 | NA | NA | … | … | 3.73 | 2.74 | 3.47 | 2.44 | 4.02 | 3.95 | 4.75 | 6.34 | 3.76 | 3.22 | 3.33 |
| Draw Down(%) | NA | 2.81 | 5.48 | 5.48 | 6.46 | NA | NA | … | … | 2.81 | 1.18 | 5.48 | 1.23 | 1.55 | 3.53 | 1.86 | 6.46 | 2.44 | 2.26 | 2.45 |
| Yield(%) | 0.00 | 1.34 | 3.08 | 3.71 | 4.48 | 3.03 | 2.27 | … | … | 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, 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 |
|---|---|---|---|---|
| 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