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| Morningstar Return Rating: | | | Year to Date Return: | 30.10% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IWCLX | Category | Diff | Index* | Diff | | Year To Date | 30.10 | 25.10 | 5 | 24.07 | 6.03 | | 1-Month | 6.69 | 5.28 | 1.41 | 6.00 | 0.69 | | 3-Month | 8.06 | 7.01 | 1.05 | 7.91 | 0.15 | | 1-Year | 30.34 | 28.01 | 2.33 | 25.39 | 4.95 | | 3-Year | N/A | -5.87 | N/A | -5.79 | N/A | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.83 | 46.08 | 3.75 | 45.76 | 4.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.59 | -17.41 | 2.82 | -18.25 | 3.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IWCLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -37.79 | N/A | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IWCLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.39 | 20.16 | 16.78 | N/A | | 2008 | N/A | N/A | -6.80 | -22.82 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 323 | 2021 | 15.98 | | 1-Month | 147 | 2113 | 6.96 | | 3-Month | 188 | 2091 | 8.99 | | 6-Month | 247 | 2064 | 11.97 | | 1-Year | 381 | 2011 | 18.95 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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0.02% Nasdaq 
0.01 (0.11%) 
Performance
