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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.48% | | 5-Year Average Return: | -0.06% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.31% | |
Worst 1-Yr Total Return (2008): | -21.10% | |
Best 3-Yr Total Return (2005-7): | 3.84% | |
Worst 3-Yr Total Return (2006-8): | -5.10% |
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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 | MWUIX | Category | Diff | Index* | Diff | | Year To Date | 12.48 | 7.47 | 5.01 | 6.24 | 6.24 | | 1-Month | 3.07 | 0.61 | 2.46 | 0.49 | 2.58 | | 3-Month | 5.44 | 1.92 | 3.52 | 2.60 | 2.84 | | 1-Year | 2.52 | 4.56 | -2.04 | 13.79 | -11.27 | | 3-Year | -2.72 | 0.77 | -3.49 | 6.35 | -9.07 | | 5-Year | -0.06 | 1.83 | -1.89 | 5.05 | -5.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.69 | 5.89 | 4.8 | 7.06 | 3.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.32 | -0.08 | -6.24 | 7.94 | -14.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWUIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.10 | -7.89 | -13.21 | | 2007 | | | 2.87 | 2.42 | 0.45 | | 2006 | | | 5.31 | 4.70 | 0.61 | | 2005 | | | 3.35 | 2.53 | 0.82 | | 2004 | | | N/A | 1.27 | N/A | | 2003 | | | N/A | 1.75 | N/A | | 2002 | | | N/A | 2.90 | N/A | | 2001 | | | N/A | 5.53 | N/A | | 2000 | | | N/A | 6.82 | N/A | | 1999 | | | N/A | 4.39 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MWUIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.87 | 3.42 | 8.64 | N/A | | 2008 | -5.73 | -0.57 | -4.41 | -11.94 | | 2007 | 1.30 | 1.09 | 0.06 | 0.40 | | 2006 | 0.74 | 1.39 | 1.84 | 1.24 | | 2005 | 0.52 | 0.95 | 0.96 | 0.88 | | 2004 | N/A | N/A | N/A | 0.61 | | 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 | 25 | 122 | 20.49 | | 1-Month | 9 | 124 | 7.26 | | 3-Month | 13 | 124 | 10.48 | | 6-Month | 7 | 122 | 5.74 | | 1-Year | 76 | 122 | 62.30 | | 3-Year | 79 | 114 | 69.30 | | 5-Year | 71 | 101 | 70.30 |
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0.22% Nasdaq 
Performance
