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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.79% | | 5-Year Average Return: | 4.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.42% | |
Worst 1-Yr Total Return (2008): | -2.13% | |
Best 3-Yr Total Return (2005-7): | 4.02% | |
Worst 3-Yr Total Return (2006-8): | 2.70% |
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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 | MWIIX | Category | Diff | Index* | Diff | | Year To Date | 13.79 | 13.54 | 0.25 | 6.24 | 7.55 | | 1-Month | 1.96 | 0.89 | 1.07 | 0.49 | 1.47 | | 3-Month | 5.90 | 4.14 | 1.76 | 2.60 | 3.3 | | 1-Year | 16.13 | 17.86 | -1.73 | 13.79 | 2.34 | | 3-Year | 5.73 | 4.54 | 1.19 | 6.35 | -0.62 | | 5-Year | 4.79 | 3.85 | 0.94 | 5.05 | -0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.57 | 13.81 | -1.24 | 7.06 | 5.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.59 | 6.49 | 1.1 | 7.94 | -0.35 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.13 | -4.70 | 2.57 | | 2007 | | | 5.42 | 4.70 | 0.72 | | 2006 | | | 5.00 | 4.15 | 0.85 | | 2005 | | | 1.68 | 1.80 | -0.12 | | 2004 | | | 4.81 | 3.91 | 0.90 | | 2003 | | | 10.90 | 5.10 | 5.80 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MWIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.34 | 3.90 | 7.04 | N/A | | 2008 | 2.00 | -2.01 | -2.14 | 0.06 | | 2007 | 1.66 | -0.28 | 2.41 | 1.54 | | 2006 | 0.05 | 0.33 | 3.08 | 1.49 | | 2005 | -0.64 | 1.92 | -0.11 | 0.53 | | 2004 | 2.14 | -1.01 | 2.20 | 1.42 | | 2003 | 2.21 | 5.33 | 1.13 | 1.86 | | 2002 | N/A | N/A | 5.03 | 2.58 | | 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 | 482 | 1122 | 42.96 | | 1-Month | 46 | 1164 | 3.95 | | 3-Month | 80 | 1154 | 6.93 | | 6-Month | 430 | 1133 | 37.95 | | 1-Year | 472 | 1113 | 42.41 | | 3-Year | 289 | 957 | 30.20 | | 5-Year | 223 | 845 | 26.39 |
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0.22% Nasdaq 
0.02 (0.20%) 
Performance
