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Walden Equity (WSEFX)

18.74 Up 0.16(0.86%) Sep 30

Performance Overview as of Aug 30, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:7.99%
5-Year Average Return:12.11%
Number of Years Up:12
Number of Years Down:4
Best 1 Yr Total Return (2013-12-31):30.08%
Worst 1 Yr Total Return (2008-12-31):-31.35%
Best 3-Yr Total Return (N/A):16.75%
Worst 3-Yr Total Return (N/A):-5.98%
Load Adjusted Returns 
1-Year:11.97%
3-Year:10.19%
5-Year:12.11%
10-Year:7.41%
Trailing Returns (%) vs. Benchmarks 
ReturnWSEFXCategoryDiffIndex*Diff
Year To Date7.99N/AN/AN/AN/A
1-Month0.43N/AN/AN/AN/A
3-Month3.64N/AN/AN/AN/A
1-Year11.97N/AN/AN/AN/A
3-Year10.19N/AN/AN/AN/A
5-Year12.11N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.66N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.44N/AN/AN/AN/A
Annual Total Return (%) History () 
YearWSEFXCategoryDiff
2016N/AN/AN/A
2015
 
-0.48N/AN/A
2014
 
10.04N/AN/A
2013
 
30.08N/AN/A
2012
 
11.17N/AN/A
2011
 
1.19N/AN/A
2010
 
16.90N/AN/A
2009
 
24.52N/AN/A
2008
 
-31.35N/AN/A
2007
 
11.29N/AN/A
2006
 
8.77N/AN/A
2005
 
0.92N/AN/A
2004
 
10.75N/AN/A
2003
 
24.45N/AN/A
2002
 
-12.95N/AN/A
2001
 
-4.26N/AN/A
2000
 
2.16N/AN/A
1999N/AN/AN/A
Past Quarterly Returns (%) for WSEFX 
Q1Q2Q3Q4
20162.761.96N/AN/A
2015-0.64-0.27-4.765.45
20141.113.90-0.375.13
20139.912.925.119.40
201212.86-5.004.61-0.88
20114.721.28-14.4611.54
20105.74-9.1310.2410.36
2009-10.3013.9814.026.82
2008-5.64-0.96-7.00-21.00
20070.006.094.750.14
20062.98-1.242.853.99
2005-3.16-1.061.523.76
20041.972.86-3.419.31
2003-3.9612.864.1910.19
20023.64-10.92-12.477.72
2001-8.573.37-9.0711.41
20003.92-1.98-1.351.67
1999-7.898.78N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date20N/A
1-Month30N/A
3-Month56N/A
6-Month59N/A
1-Year20N/A
3-Year54N/A
5-Year73N/A