WIBMX vs. QDIBX
Compare and contrast key facts about Wilmington Broad Market Bond Fund (WIBMX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX).
WIBMX is managed by Wilmington Funds. It was launched on Jul 16, 1993. QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
WIBMX vs. QDIBX - Performance Comparison
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WIBMX vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WIBMX Wilmington Broad Market Bond Fund | -0.52% | 7.13% | 0.68% | 5.10% | -12.80% | -1.86% | 7.78% | -0.09% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 0.00% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
Returns By Period
WIBMX
- 1D
- 0.11%
- 1M
- -1.68%
- YTD
- -0.52%
- 6M
- 0.22%
- 1Y
- 3.27%
- 3Y*
- 3.09%
- 5Y*
- -0.06%
- 10Y*
- —
QDIBX
- 1D
- 0.22%
- 1M
- -1.22%
- YTD
- 0.00%
- 6M
- 0.90%
- 1Y
- 4.08%
- 3Y*
- 4.27%
- 5Y*
- 0.37%
- 10Y*
- —
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WIBMX vs. QDIBX - Expense Ratio Comparison
WIBMX has a 0.57% expense ratio, which is higher than QDIBX's 0.03% expense ratio.
Return for Risk
WIBMX vs. QDIBX — Risk / Return Rank
WIBMX
QDIBX
WIBMX vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilmington Broad Market Bond Fund (WIBMX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WIBMX | QDIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.06 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.55 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.81 | -0.41 |
Martin ratioReturn relative to average drawdown | 3.89 | 5.30 | -1.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WIBMX | QDIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.06 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.06 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.17 | +0.19 |
Correlation
The correlation between WIBMX and QDIBX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WIBMX vs. QDIBX - Dividend Comparison
WIBMX's dividend yield for the trailing twelve months is around 3.46%, less than QDIBX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WIBMX Wilmington Broad Market Bond Fund | 3.46% | 3.98% | 2.89% | 2.39% | 1.87% | 1.75% | 2.33% | 2.55% | 0.88% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.50% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% |
Drawdowns
WIBMX vs. QDIBX - Drawdown Comparison
The maximum WIBMX drawdown since its inception was -18.13%, smaller than the maximum QDIBX drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for WIBMX and QDIBX.
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Drawdown Indicators
| WIBMX | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -19.63% | +1.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -2.58% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -17.64% | -19.63% | +1.99% |
Current DrawdownCurrent decline from peak | -3.59% | -1.76% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -6.52% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.88% | +0.17% |
Volatility
WIBMX vs. QDIBX - Volatility Comparison
Wilmington Broad Market Bond Fund (WIBMX) has a higher volatility of 1.61% compared to Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) at 1.46%. This indicates that WIBMX's price experiences larger fluctuations and is considered to be riskier than QDIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIBMX | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.46% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 2.54% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 4.32% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 6.58% | -0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 6.32% | -1.19% |