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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.78% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.81% | |
Worst 1-Yr Total Return (2008): | -40.42% | |
Best 3-Yr Total Return (2005-7): | 11.36% | |
Worst 3-Yr Total Return (2006-8): | -9.11% |
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| 1-Year: | -12.71% | | 3-Year: | -5.07% | | 5-Year: | 1.01% | | 10-Year: | 1.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAACX | Category | Diff | Index* | Diff | | Year To Date | 15.78 | 24.15 | -8.37 | 17.05 | -1.27 | | 1-Month | -1.57 | -2.25 | 0.68 | -1.86 | 0.29 | | 3-Month | 5.02 | 4.52 | 0.5 | 5.48 | -0.46 | | 1-Year | 5.81 | 15.35 | -9.54 | 9.80 | -3.99 | | 3-Year | -6.31 | -4.95 | -1.36 | -7.02 | 0.71 | | 5-Year | 0.50 | 0.99 | -0.49 | 0.33 | 0.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.31 | 42.81 | -4.5 | 45.76 | -7.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.11 | -17.14 | -8.97 | -18.25 | -7.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.42 | -40.67 | 0.25 | | 2007 | | | 12.81 | 13.35 | -0.54 | | 2006 | | | 11.69 | 7.05 | 4.64 | | 2005 | | | 9.61 | 6.71 | 2.90 | | 2004 | | | 6.08 | 7.81 | -1.73 | | 2003 | | | 18.43 | 28.66 | -10.23 | | 2002 | | | -23.50 | -27.64 | 4.14 | | 2001 | | | -16.42 | -22.30 | 5.88 | | 2000 | | | 18.81 | -13.05 | 31.86 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.84 | 15.68 | 12.77 | N/A | | 2008 | -10.38 | 2.18 | -13.20 | -25.04 | | 2007 | 1.52 | 8.41 | 5.63 | -2.96 | | 2006 | 2.92 | -2.54 | 2.91 | 8.20 | | 2005 | 0.67 | 1.51 | 5.12 | 2.04 | | 2004 | 0.00 | 0.36 | -2.67 | 8.61 | | 2003 | -4.03 | 11.92 | 0.20 | 10.04 | | 2002 | -1.13 | -9.51 | -16.30 | 2.16 | | 2001 | -12.81 | 2.31 | -12.50 | 7.08 | | 2000 | 11.29 | -6.01 | 10.69 | 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 | 982 | 1890 | 51.96 | | 3-Month | 1055 | 1884 | 56.00 | | 6-Month | 1479 | 1827 | 80.95 | | 1-Year | 1323 | 1797 | 73.62 | | 3-Year | 978 | 1518 | 64.43 | | 5-Year | 636 | 1251 | 50.84 |
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0.01% Nasdaq 
0.22%
Performance
