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| Morningstar Return Rating: | High | | Year to Date Return: | 50.31% | | 5-Year Average Return: | 6.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.54% | |
Worst 1-Yr Total Return (2008): | -21.50% | |
Best 3-Yr Total Return (2004-6): | 7.30% | |
Worst 3-Yr Total Return (2006-8): | -4.12% |
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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 | MWHIX | Category | Diff | Index* | Diff | | Year To Date | 50.31 | 42.53 | 7.78 | 7.61 | 42.7 | | 1-Month | 0.73 | 1.09 | -0.36 | 1.29 | -0.56 | | 3-Month | 7.30 | 7.76 | -0.46 | 2.86 | 4.44 | | 1-Year | 55.08 | 48.90 | 6.18 | 11.63 | 43.45 | | 3-Year | 7.03 | 2.47 | 4.56 | 6.40 | 0.63 | | 5-Year | 6.77 | 4.02 | 2.75 | 5.49 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.21 | 35.54 | 3.67 | 7.06 | 32.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.98 | 0.71 | 11.27 | 7.94 | 4.04 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.50 | -26.41 | 4.91 | | 2007 | | | 2.99 | 1.47 | 1.52 | | 2006 | | | 9.01 | 10.14 | -1.13 | | 2005 | | | 3.44 | 2.59 | 0.85 | | 2004 | | | 9.54 | 9.99 | -0.45 | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MWHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.74 | 21.65 | 11.99 | N/A | | 2008 | -3.50 | 2.49 | -6.23 | -15.36 | | 2007 | 2.34 | 1.28 | -0.08 | -0.56 | | 2006 | 2.00 | -0.01 | 3.39 | 3.38 | | 2005 | -0.23 | 0.99 | 1.61 | 1.03 | | 2004 | 1.08 | -0.90 | 4.42 | 4.72 | | 2003 | N/A | 10.35 | 3.45 | 6.05 | | 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 | 92 | 543 | 16.94 | | 1-Month | 401 | 574 | 69.86 | | 3-Month | 291 | 571 | 50.96 | | 6-Month | 313 | 559 | 55.99 | | 1-Year | 71 | 543 | 13.08 | | 3-Year | 3 | 467 | 0.64 | | 5-Year | 8 | 403 | 1.99 |
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0.51% Nasdaq 
Performance
