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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.95% | | 5-Year Average Return: | -0.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.15% | |
Worst 1-Yr Total Return (2008): | -21.07% | |
Best 3-Yr Total Return (2004-6): | 3.81% | |
Worst 3-Yr Total Return (2006-8): | -5.25% |
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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 | MWUSX | Category | Diff | Index* | Diff | | Year To Date | 11.95 | 5.78 | 6.17 | 7.61 | 4.34 | | 1-Month | -0.11 | 0.16 | -0.27 | 1.29 | -1.4 | | 3-Month | 4.23 | 1.13 | 3.1 | 2.86 | 1.37 | | 1-Year | 11.69 | 5.67 | 6.02 | 11.63 | 0.06 | | 3-Year | -3.18 | 0.80 | -3.98 | 6.40 | -9.58 | | 5-Year | -0.34 | 1.83 | -2.17 | 5.49 | -5.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.59 | 4.17 | 6.42 | 7.06 | 3.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.70 | -0.10 | -6.6 | 7.94 | -14.64 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.07 | -7.89 | -13.18 | | 2007 | | | 2.50 | 2.42 | 0.08 | | 2006 | | | 5.15 | 4.70 | 0.45 | | 2005 | | | 2.99 | 2.53 | 0.46 | | 2004 | | | 3.32 | 1.27 | 2.05 | | 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
MWUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.89 | 3.38 | 8.59 | N/A | | 2008 | -5.58 | -0.61 | -4.45 | -11.98 | | 2007 | 1.26 | 1.05 | 0.02 | 0.16 | | 2006 | 0.90 | 1.35 | 1.40 | 1.40 | | 2005 | 0.28 | 1.11 | 0.92 | 0.64 | | 2004 | 1.28 | 0.60 | 0.64 | 0.77 | | 2003 | N/A | N/A | 2.35 | 2.72 | | 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 | 13 | 105 | 12.38 | | 1-Month | 2 | 107 | 1.87 | | 3-Month | 1 | 107 | 0.93 | | 6-Month | 1 | 105 | 0.95 | | 1-Year | 11 | 105 | 10.48 | | 3-Year | 66 | 97 | 68.04 | | 5-Year | 60 | 87 | 68.97 |
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0.02% Nasdaq 
Performance
