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| Morningstar Return Rating: | Low | | Year to Date Return: | 27.24% | | 5-Year Average Return: | -4.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.47% | |
Worst 1-Yr Total Return (2008): | -52.66% | |
Best 3-Yr Total Return (2004-6): | 11.34% | |
Worst 3-Yr Total Return (2006-8): | -17.34% |
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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 | MWATX | Category | Diff | Index* | Diff | | Year To Date | 27.24 | 18.65 | 8.59 | 17.05 | 10.19 | | 1-Month | 0.66 | -2.18 | 2.84 | -1.86 | 2.52 | | 3-Month | 14.58 | 5.08 | 9.5 | 5.48 | 9.1 | | 1-Year | 5.61 | 11.86 | -6.25 | 9.80 | -4.19 | | 3-Year | -13.98 | -6.78 | -7.2 | -7.02 | -6.96 | | 5-Year | -4.02 | 0.49 | -4.51 | 0.33 | -4.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.27 | 45.26 | 17.01 | 45.76 | 16.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.25 | -15.99 | -14.26 | -18.25 | -12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.66 | -37.79 | -14.87 | | 2007 | | | 1.56 | 6.16 | -4.60 | | 2006 | | | 17.47 | 14.17 | 3.30 | | 2005 | | | 4.61 | 5.88 | -1.27 | | 2004 | | | 12.33 | 10.02 | 2.31 | | 2003 | | | 33.08 | 27.05 | 6.03 | | 2002 | | | -26.52 | -22.25 | -4.27 | | 2001 | | | -9.36 | -13.50 | 4.14 | | 2000 | | | -8.94 | -6.31 | -2.63 | | 1999 | | | 22.54 | 20.16 | 2.38 |
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| PAST QUARTERLY RETURNS (%) FOR
MWATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.22 | 22.00 | 29.86 | N/A | | 2008 | -14.85 | -3.21 | -13.16 | -33.87 | | 2007 | 0.59 | 6.09 | 1.03 | -5.80 | | 2006 | 4.71 | -1.59 | 6.10 | 7.44 | | 2005 | -2.49 | 1.40 | 3.78 | 1.94 | | 2004 | 2.23 | 1.34 | -1.45 | 10.02 | | 2003 | -1.54 | 16.67 | 2.98 | 12.50 | | 2002 | 0.99 | -17.59 | -20.46 | 11.00 | | 2001 | -10.84 | 7.00 | -14.53 | 11.16 | | 2000 | 3.03 | -3.22 | -0.27 | -8.44 | | 1999 | N/A | N/A | N/A | 15.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 241 | 2013 | 11.97 | | 1-Month | 274 | 2110 | 12.99 | | 3-Month | 41 | 2090 | 1.96 | | 6-Month | 20 | 2049 | 0.98 | | 1-Year | 1295 | 1999 | 64.78 | | 3-Year | 1313 | 1694 | 77.51 | | 5-Year | 1059 | 1352 | 78.33 |
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0.22% Nasdaq 
Performance
