Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WUSMX (ULTRA SHORT-TERM MUNICIPAL INCOME FUND ADMINISTRATOR) | NA | 3.12% | 3.46% | 1.78% | 1.34% | 1.09% | NA | … | … |
Data as of 10/03/2025, Common starting date is 08/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WUSMX (ULTRA SHORT-TERM MUNICIPAL INCOME 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 | 3.12 | 3.46 | 1.78 | 1.34 | 1.09 | NA | … | … | 1.78 | 2.79 | 3.14 | -0.90 | -0.10 | 0.95 | 1.72 | 1.21 | 0.96 | -0.26 | 0.21 | 0.37 | 0.42 | 0.81 | 1.36 | 0.12 |
| Sharpe Ratio | NA | -0.81 | -0.29 | -0.69 | -0.30 | NA | NA | … | … | -0.59 | -4.20 | -1.15 | -2.46 | -0.30 | 0.61 | 0.53 | -0.21 | 0.59 | -0.93 | 0.33 | 3.34 | 0.73 | 2.80 | 1.41 | 0.31 |
| Standard Deviation(%) | NA | 1.07 | 0.99 | 0.88 | 0.81 | NA | NA | … | … | 1.07 | 0.91 | 0.97 | 0.93 | 0.42 | 1.18 | 0.60 | 0.56 | 0.56 | 0.50 | 0.54 | 0.11 | 0.52 | 0.27 | 0.95 | 0.68 |
| Draw Down(%) | NA | 0.72 | 0.72 | 1.96 | 1.96 | NA | NA | … | … | 0.72 | 0.31 | 0.63 | 1.86 | 0.31 | 1.87 | 0.10 | 0.11 | 0.15 | 0.74 | 0.23 | 0.00 | 0.21 | 0.00 | 0.42 | 0.41 |
| Yield(%) | 0.00 | 2.56 | 2.58 | 1.70 | 1.32 | 1.97 | 1.48 | … | … | 1.87 | 3.45 | 1.94 | 0.93 | 0.22 | 0.88 | 1.40 | 1.21 | 0.75 | 0.47 | 0.68 | 0.37 | 0.41 | 0.60 | 1.35 | 0.12 |
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 |
|---|---|---|---|---|
| WUSMX (ULTRA SHORT-TERM MUNICIPAL INCOME FUND ADMINISTRATOR) |
-0.10%
Sep 2019 – Sep 2022 |
0.28%
Feb 2012 – Feb 2017 |
0.41%
Sep 2012 – Sep 2022 |
1.09%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WUSMX (ULTRA SHORT-TERM MUNICIPAL INCOME FUND ADMINISTRATOR) |
3.46%
Sep 2022 – Sep 2025 |
1.78%
Sep 2020 – Sep 2025 |
1.34%
Sep 2015 – Sep 2025 |
1.09%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart