WIBMX vs. WRAIX
Compare and contrast key facts about Wilmington Broad Market Bond Fund (WIBMX) and Wilmington Global Alpha Equities Fund (WRAIX).
WIBMX is managed by Wilmington Funds. It was launched on Jul 16, 1993. WRAIX is managed by Wilmington Funds. It was launched on Jan 11, 2012.
Performance
WIBMX vs. WRAIX - Performance Comparison
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WIBMX vs. WRAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WIBMX Wilmington Broad Market Bond Fund | -0.64% | 7.13% | 0.68% | 5.10% | -12.80% | -1.86% | 7.78% | 8.33% | 1.65% |
WRAIX Wilmington Global Alpha Equities Fund | -2.64% | 9.13% | 7.74% | 7.73% | -3.41% | 6.52% | 1.04% | 12.34% | -4.23% |
Returns By Period
In the year-to-date period, WIBMX achieves a -0.64% return, which is significantly higher than WRAIX's -2.64% return.
WIBMX
- 1D
- 0.57%
- 1M
- -2.34%
- YTD
- -0.64%
- 6M
- 0.34%
- 1Y
- 3.38%
- 3Y*
- 3.05%
- 5Y*
- -0.03%
- 10Y*
- —
WRAIX
- 1D
- 0.21%
- 1M
- -4.63%
- YTD
- -2.64%
- 6M
- -1.38%
- 1Y
- 4.04%
- 3Y*
- 6.90%
- 5Y*
- 4.68%
- 10Y*
- 4.78%
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WIBMX vs. WRAIX - Expense Ratio Comparison
WIBMX has a 0.57% expense ratio, which is lower than WRAIX's 1.24% expense ratio.
Return for Risk
WIBMX vs. WRAIX — Risk / Return Rank
WIBMX
WRAIX
WIBMX vs. WRAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilmington Broad Market Bond Fund (WIBMX) and Wilmington Global Alpha Equities Fund (WRAIX). 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 | WRAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.55 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.84 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.13 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 0.77 | +0.80 |
Martin ratioReturn relative to average drawdown | 4.39 | 3.10 | +1.29 |
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 | WRAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.55 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.74 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.62 | -0.27 |
Correlation
The correlation between WIBMX and WRAIX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WIBMX vs. WRAIX - Dividend Comparison
WIBMX's dividend yield for the trailing twelve months is around 3.46%, more than WRAIX's 0.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIBMX Wilmington Broad Market Bond Fund | 3.46% | 3.98% | 2.89% | 2.39% | 1.87% | 1.75% | 2.33% | 2.55% | 0.88% | 0.00% | 0.00% | 0.00% |
WRAIX Wilmington Global Alpha Equities Fund | 0.18% | 0.17% | 1.47% | 1.31% | 2.77% | 0.52% | 1.98% | 1.15% | 1.25% | 1.15% | 0.30% | 2.38% |
Drawdowns
WIBMX vs. WRAIX - Drawdown Comparison
The maximum WIBMX drawdown since its inception was -18.13%, which is greater than WRAIX's maximum drawdown of -15.44%. Use the drawdown chart below to compare losses from any high point for WIBMX and WRAIX.
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Drawdown Indicators
| WIBMX | WRAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -15.44% | -2.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -5.03% | +2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -17.64% | -9.24% | -8.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.44% | — |
Current DrawdownCurrent decline from peak | -3.70% | -4.83% | +1.13% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -1.99% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.25% | -0.21% |
Volatility
WIBMX vs. WRAIX - Volatility Comparison
The current volatility for Wilmington Broad Market Bond Fund (WIBMX) is 1.67%, while Wilmington Global Alpha Equities Fund (WRAIX) has a volatility of 2.70%. This indicates that WIBMX experiences smaller price fluctuations and is considered to be less risky than WRAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIBMX | WRAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 2.70% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | 4.56% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 8.07% | -3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 6.39% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 6.68% | -1.55% |