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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.87% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.89% | |
Worst 1-Yr Total Return (2008): | -41.19% | |
Best 3-Yr Total Return (2004-6): | 16.96% | |
Worst 3-Yr Total Return (2006-8): | -6.97% |
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| 1-Year: | -6.09% | | 3-Year: | -5.32% | | 5-Year: | 4.34% | | 10-Year: | -1.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IWWGX | Category | Diff | Index* | Diff | | Year To Date | 19.87 | 24.47 | -4.6 | 27.36 | -7.49 | | 1-Month | -2.08 | -2.54 | 0.46 | -1.25 | -0.83 | | 3-Month | 4.72 | 5.67 | -0.95 | 8.10 | -3.38 | | 1-Year | 20.53 | 25.04 | -4.51 | 27.71 | -7.18 | | 3-Year | -6.11 | -5.94 | -0.17 | -5.22 | -0.89 | | 5-Year | 3.71 | 4.57 | -0.86 | 5.10 | -1.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.51 | 57.09 | -9.58 | 59.35 | -11.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.81 | -14.01 | -2.8 | -14.95 | -1.86 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IWWGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.19 | -43.99 | 2.80 | | 2007 | | | 11.41 | 12.71 | -1.30 | | 2006 | | | 22.89 | 24.77 | -1.88 | | 2005 | | | 12.55 | 14.72 | -2.17 | | 2004 | | | 15.66 | 17.39 | -1.73 | | 2003 | | | 26.13 | 33.58 | -7.45 | | 2002 | | | -20.20 | -16.69 | -3.51 | | 2001 | | | -29.89 | -21.67 | -8.22 | | 2000 | | | -25.60 | -16.34 | -9.26 | | 1999 | | | 42.67 | 40.28 | 2.39 |
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| PAST QUARTERLY RETURNS (%) FOR
IWWGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.92 | 18.95 | 16.84 | N/A | | 2008 | -9.04 | -0.71 | -19.31 | -19.31 | | 2007 | 3.19 | 5.88 | 2.82 | -0.82 | | 2006 | 10.69 | -0.68 | 2.52 | 9.04 | | 2005 | -1.69 | -1.87 | 11.99 | 4.18 | | 2004 | 4.57 | -2.18 | -0.16 | 13.26 | | 2003 | -9.47 | 15.91 | 6.47 | 12.89 | | 2002 | 0.00 | -2.30 | -21.68 | 4.29 | | 2001 | -20.80 | -2.47 | -14.14 | 5.71 | | 2000 | -3.40 | -8.28 | -7.35 | -9.37 | | 1999 | N/A | N/A | N/A | 31.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 827 | 75.94 | | 1-Month | 340 | 850 | 40.00 | | 3-Month | 482 | 847 | 56.91 | | 6-Month | 737 | 838 | 87.95 | | 1-Year | 435 | 803 | 54.17 | | 3-Year | 261 | 600 | 43.50 | | 5-Year | 236 | 466 | 50.64 |
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0.22% Nasdaq 
0.01 (0.12%) 
Performance
