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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.46% | | 5-Year Average Return: | 0.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.74% | |
Worst 1-Yr Total Return (2008): | -40.42% | |
Best 3-Yr Total Return (2005-7): | 11.26% | |
Worst 3-Yr Total Return (2006-8): | -9.16% |
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| 1-Year: | -16.45% | | 3-Year: | -6.16% | | 5-Year: | 0.51% | | 10-Year: | 1.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAABX | Category | Diff | Index* | Diff | | Year To Date | 15.46 | 24.15 | -8.69 | 17.05 | -1.59 | | 1-Month | -1.58 | -2.25 | 0.67 | -1.86 | 0.28 | | 3-Month | 4.87 | 4.52 | 0.35 | 5.48 | -0.61 | | 1-Year | 5.46 | 15.35 | -9.89 | 9.80 | -4.34 | | 3-Year | -6.45 | -4.95 | -1.5 | -7.02 | 0.57 | | 5-Year | 0.43 | 0.99 | -0.56 | 0.33 | 0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.11 | 42.81 | -4.7 | 45.76 | -7.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.29 | -17.14 | -9.15 | -18.25 | -8.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.42 | -40.67 | 0.25 | | 2007 | | | 12.74 | 13.35 | -0.61 | | 2006 | | | 11.59 | 7.05 | 4.54 | | 2005 | | | 9.48 | 6.71 | 2.77 | | 2004 | | | 6.10 | 7.81 | -1.71 | | 2003 | | | 18.26 | 28.66 | -10.40 | | 2002 | | | -23.79 | -27.64 | 3.85 | | 2001 | | | -16.38 | -22.30 | 5.92 | | 2000 | | | 18.92 | -13.05 | 31.97 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.90 | 15.56 | 12.67 | N/A | | 2008 | -10.32 | 2.05 | -13.15 | -25.04 | | 2007 | 1.52 | 8.46 | 5.53 | -2.98 | | 2006 | 2.78 | -2.41 | 2.93 | 8.08 | | 2005 | 0.68 | 1.34 | 5.14 | 2.05 | | 2004 | 0.00 | 0.36 | -2.68 | 8.64 | | 2003 | -4.03 | 11.95 | 0.20 | 9.86 | | 2002 | -1.29 | -9.51 | -16.49 | 2.17 | | 2001 | -12.80 | 2.31 | -12.62 | 7.25 | | 2000 | 11.29 | -6.01 | 10.80 | 2.61 | | 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 | 1603 | 1802 | 88.96 | | 1-Month | 963 | 1890 | 50.95 | | 3-Month | 1017 | 1884 | 53.98 | | 6-Month | 1479 | 1827 | 80.95 | | 1-Year | 1334 | 1797 | 74.23 | | 3-Year | 988 | 1518 | 65.09 | | 5-Year | 661 | 1251 | 52.84 |
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0.30% Nasdaq 
Performance
