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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.73% | | 5-Year Average Return: | 4.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.20% | |
Worst 1-Yr Total Return (2008): | -2.34% | |
Best 3-Yr Total Return (2005-7): | 3.80% | |
Worst 3-Yr Total Return (2006-8): | 2.49% |
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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 | MWIMX | Category | Diff | Index* | Diff | | Year To Date | 14.73 | 14.86 | -0.13 | 7.61 | 7.12 | | 1-Month | 1.01 | 1.13 | -0.12 | 1.29 | -0.28 | | 3-Month | 5.11 | 3.76 | 1.35 | 2.86 | 2.25 | | 1-Year | 17.11 | 18.84 | -1.73 | 11.63 | 5.48 | | 3-Year | 5.57 | 4.58 | 0.99 | 6.40 | -0.83 | | 5-Year | 4.78 | 4.20 | 0.58 | 5.49 | -0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.43 | 13.91 | -1.48 | 7.06 | 5.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.35 | 6.57 | 0.78 | 7.94 | -0.59 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWIMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.34 | -4.70 | 2.36 | | 2007 | | | 5.20 | 4.70 | 0.50 | | 2006 | | | 4.78 | 4.15 | 0.63 | | 2005 | | | 1.47 | 1.80 | -0.33 | | 2004 | | | 4.59 | 3.91 | 0.68 | | 2003 | | | N/A | 5.10 | N/A | | 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
MWIMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.27 | 3.96 | 6.87 | N/A | | 2008 | 1.94 | -1.96 | -2.19 | -0.10 | | 2007 | 1.61 | -0.33 | 2.36 | 1.48 | | 2006 | 0.00 | 0.27 | 3.13 | 1.33 | | 2005 | -0.60 | 1.76 | -0.17 | 0.48 | | 2004 | 2.18 | -1.15 | 2.15 | 1.37 | | 2003 | N/A | N/A | 1.08 | 1.80 | | 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 | 484 | 1126 | 42.98 | | 1-Month | 513 | 1168 | 43.92 | | 3-Month | 69 | 1158 | 5.96 | | 6-Month | 273 | 1140 | 23.95 | | 1-Year | 440 | 1120 | 39.29 | | 3-Year | 355 | 970 | 36.60 | | 5-Year | 272 | 854 | 31.85 |
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0.31% Nasdaq 0.00%
Performance
