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| Morningstar Return Rating: | High | | Year to Date Return: | 17.46% | | 5-Year Average Return: | 6.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.21% | |
Worst 1-Yr Total Return (2008): | -1.26% | |
Best 3-Yr Total Return (2005-7): | 5.67% | |
Worst 3-Yr Total Return (2006-8): | 4.09% |
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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 | MWTIX | Category | Diff | Index* | Diff | | Year To Date | 17.46 | 14.86 | 2.6 | 7.61 | 9.85 | | 1-Month | 0.98 | 1.13 | -0.15 | 1.29 | -0.31 | | 3-Month | 5.39 | 3.76 | 1.63 | 2.86 | 2.53 | | 1-Year | 21.40 | 18.84 | 2.56 | 11.63 | 9.77 | | 3-Year | 7.61 | 4.58 | 3.03 | 6.40 | 1.21 | | 5-Year | 6.78 | 4.20 | 2.58 | 5.49 | 1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.08 | 13.91 | 1.17 | 7.06 | 8.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.09 | 6.57 | 4.52 | 7.94 | 3.15 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.26 | -4.70 | 3.44 | | 2007 | | | 6.54 | 4.70 | 1.84 | | 2006 | | | 7.21 | 4.15 | 3.06 | | 2005 | | | 3.31 | 1.80 | 1.51 | | 2004 | | | 5.37 | 3.91 | 1.46 | | 2003 | | | 14.12 | 5.10 | 9.02 | | 2002 | | | -0.74 | 8.04 | -8.78 | | 2001 | | | 9.40 | 7.64 | 1.76 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MWTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.41 | 4.82 | 8.19 | N/A | | 2008 | 1.05 | -1.91 | -1.61 | 1.25 | | 2007 | 1.82 | -0.61 | 3.16 | 2.04 | | 2006 | 0.13 | 0.28 | 3.82 | 2.85 | | 2005 | 0.18 | 2.39 | 0.44 | 0.28 | | 2004 | 2.85 | -2.62 | 2.86 | 2.28 | | 2003 | 1.61 | 6.66 | 1.82 | 3.41 | | 2002 | -0.26 | -2.67 | -2.35 | 4.71 | | 2001 | 4.42 | 0.84 | 3.97 | -0.07 | | 2000 | N/A | 1.22 | 3.94 | 2.55 | | 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 | 292 | 1126 | 25.93 | | 1-Month | 268 | 1168 | 22.95 | | 3-Month | 46 | 1158 | 3.97 | | 6-Month | 171 | 1140 | 15.00 | | 1-Year | 234 | 1120 | 20.89 | | 3-Year | 58 | 970 | 5.98 | | 5-Year | 18 | 854 | 2.11 |
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