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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.83% | | 5-Year Average Return: | 2.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.35% | |
Worst 1-Yr Total Return (2008): | -14.60% | |
Best 3-Yr Total Return (2004-6): | 4.23% | |
Worst 3-Yr Total Return (2006-8): | -2.28% |
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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 | MWLIX | Category | Diff | Index* | Diff | | Year To Date | 13.83 | 9.09 | 4.74 | 6.24 | 7.59 | | 1-Month | 2.57 | 0.68 | 1.89 | 0.49 | 2.08 | | 3-Month | 7.00 | 2.53 | 4.47 | 2.60 | 4.4 | | 1-Year | 6.97 | 9.59 | -2.62 | 13.79 | -6.82 | | 3-Year | 0.49 | 3.61 | -3.12 | 6.35 | -5.86 | | 5-Year | 2.02 | 3.21 | -1.19 | 5.05 | -3.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.65 | 7.68 | 4.97 | 7.06 | 5.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.77 | 4.17 | -5.94 | 7.94 | -9.71 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWLIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.60 | -4.23 | -10.37 | | 2007 | | | 2.75 | 4.29 | -1.54 | | 2006 | | | 6.35 | 4.05 | 2.30 | | 2005 | | | 3.02 | 1.45 | 1.57 | | 2004 | | | 3.36 | 1.63 | 1.73 | | 2003 | | | 6.26 | 2.54 | 3.72 | | 2002 | | | -0.20 | 5.47 | -5.67 | | 2001 | | | 7.81 | 7.27 | 0.54 | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MWLIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.34 | 4.99 | 8.24 | N/A | | 2008 | -2.89 | -1.18 | -3.26 | -8.01 | | 2007 | 1.55 | 0.51 | 0.99 | -0.32 | | 2006 | 0.98 | 0.85 | 2.12 | 2.26 | | 2005 | 0.45 | 1.12 | 0.59 | 0.83 | | 2004 | 1.58 | -1.19 | 1.46 | 1.50 | | 2003 | 0.87 | 2.83 | 0.90 | 1.53 | | 2002 | 0.38 | -2.28 | -0.98 | 2.75 | | 2001 | 3.12 | 1.80 | 2.32 | 0.37 | | 2000 | N/A | 1.47 | 2.35 | 1.84 | | 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 | 54 | 419 | 12.89 | | 1-Month | 13 | 435 | 2.99 | | 3-Month | 13 | 434 | 3.00 | | 6-Month | 16 | 420 | 3.81 | | 1-Year | 219 | 419 | 52.27 | | 3-Year | 281 | 360 | 78.06 | | 5-Year | 222 | 305 | 72.79 |
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0.24% Nasdaq 
0.28%
Performance
