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| Morningstar Return Rating: | Low | | Year to Date Return: | 28.92% | | 5-Year Average Return: | -0.25% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 5.77% | |
Worst 1-Yr Total Return (2008): | -27.96% | |
Best 3-Yr Total Return (2005-7): | 1.94% | |
Worst 3-Yr Total Return (2006-8): | -9.62% |
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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 | MWSIX | Category | Diff | Index* | Diff | | Year To Date | 28.92 | 9.71 | 19.21 | 7.61 | 21.31 | | 1-Month | 1.51 | 0.67 | 0.84 | 1.29 | 0.22 | | 3-Month | 9.45 | 2.20 | 7.25 | 2.86 | 6.59 | | 1-Year | 26.38 | 11.11 | 15.27 | 11.63 | 14.75 | | 3-Year | -3.32 | 3.58 | -6.9 | 6.40 | -9.72 | | 5-Year | -0.25 | 3.39 | -3.64 | 5.49 | -5.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.73 | 7.66 | 20.07 | 7.06 | 20.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.06 | 4.29 | -7.35 | 7.94 | -11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.96 | -4.23 | -23.73 | | 2007 | | | -3.11 | 4.29 | -7.40 | | 2006 | | | 5.77 | 4.05 | 1.72 | | 2005 | | | 3.36 | 1.45 | 1.91 | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MWSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.51 | 11.68 | 16.47 | N/A | | 2008 | -9.10 | -1.83 | -3.16 | -16.63 | | 2007 | 1.49 | 0.59 | -1.01 | -4.13 | | 2006 | 1.53 | 0.83 | 2.03 | 1.27 | | 2005 | 0.62 | 0.67 | 1.43 | 0.61 | | 2004 | N/A | -0.06 | 1.82 | 1.65 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 4 | 418 | 0.96 | | 1-Month | 4 | 434 | 0.92 | | 3-Month | 4 | 433 | 0.92 | | 6-Month | 4 | 424 | 0.94 | | 1-Year | 1 | 418 | 0.24 | | 3-Year | 308 | 377 | 81.70 | | 5-Year | 255 | 313 | 81.47 |
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0.51% Nasdaq 
Performance
