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| Morningstar Return Rating: | High | | Year to Date Return: | 17.25% | | 5-Year Average Return: | 6.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.99% | |
Worst 1-Yr Total Return (2008): | -1.47% | |
Best 3-Yr Total Return (2005-7): | 5.44% | |
Worst 3-Yr Total Return (2006-8): | 3.86% |
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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 | MWTRX | Category | Diff | Index* | Diff | | Year To Date | 17.25 | 14.86 | 2.39 | 7.61 | 9.64 | | 1-Month | 0.87 | 1.13 | -0.26 | 1.29 | -0.42 | | 3-Month | 5.33 | 3.76 | 1.57 | 2.86 | 2.47 | | 1-Year | 21.17 | 18.84 | 2.33 | 11.63 | 9.54 | | 3-Year | 7.37 | 4.58 | 2.79 | 6.40 | 0.97 | | 5-Year | 6.53 | 4.20 | 2.33 | 5.49 | 1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.94 | 13.91 | 1.03 | 7.06 | 7.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.88 | 6.57 | 4.31 | 7.94 | 2.94 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.47 | -4.70 | 3.23 | | 2007 | | | 6.27 | 4.70 | 1.57 | | 2006 | | | 6.99 | 4.15 | 2.84 | | 2005 | | | 3.10 | 1.80 | 1.30 | | 2004 | | | 5.15 | 3.91 | 1.24 | | 2003 | | | 13.88 | 5.10 | 8.78 | | 2002 | | | -0.95 | 8.04 | -8.99 | | 2001 | | | 9.17 | 7.64 | 1.53 | | 2000 | | | 10.18 | 9.44 | 0.74 | | 1999 | | | 1.72 | -1.35 | 3.07 |
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| PAST QUARTERLY RETURNS (%) FOR
MWTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.38 | 4.77 | 8.14 | N/A | | 2008 | 0.99 | -1.86 | -1.77 | 1.19 | | 2007 | 1.77 | -0.66 | 3.07 | 1.99 | | 2006 | 0.07 | 0.34 | 3.65 | 2.80 | | 2005 | 0.13 | 2.44 | 0.28 | 0.23 | | 2004 | 2.80 | -2.68 | 2.81 | 2.23 | | 2003 | 1.66 | 6.49 | 1.77 | 3.36 | | 2002 | -0.21 | -2.82 | -2.30 | 4.54 | | 2001 | 4.37 | 0.79 | 4.01 | -0.22 | | 2000 | 2.29 | 1.16 | 3.89 | 2.50 | | 1999 | N/A | N/A | N/A | 0.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 315 | 1126 | 27.98 | | 1-Month | 292 | 1168 | 25.00 | | 3-Month | 57 | 1158 | 4.92 | | 6-Month | 182 | 1140 | 15.96 | | 1-Year | 246 | 1120 | 21.96 | | 3-Year | 68 | 970 | 7.01 | | 5-Year | 35 | 854 | 4.10 |
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