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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.67% | | 5-Year Average Return: | 2.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.98% | |
Worst 1-Yr Total Return (2008): | -20.35% | |
Best 3-Yr Total Return (2005-7): | 8.44% | |
Worst 3-Yr Total Return (2006-8): | -0.71% |
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| 1-Year: | -6.08% | | 3-Year: | -0.52% | | 5-Year: | 3.26% | | 10-Year: | 2.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WACBX | Category | Diff | Index* | Diff | | Year To Date | 7.67 | 18.16 | -10.49 | N/A | N/A | | 1-Month | -2.07 | -1.24 | -0.83 | N/A | N/A | | 3-Month | 2.79 | 4.71 | -1.92 | N/A | N/A | | 1-Year | 7.78 | 15.73 | -7.95 | N/A | N/A | | 3-Year | -0.80 | -2.66 | 1.86 | N/A | N/A | | 5-Year | 2.86 | 2.10 | 0.76 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.71 | 33.32 | -11.61 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.28 | -8.51 | -1.77 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WACBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.35 | -28.00 | 7.65 | | 2007 | | | 11.98 | 5.99 | 5.99 | | 2006 | | | 9.75 | 11.29 | -1.54 | | 2005 | | | 3.77 | 5.13 | -1.36 | | 2004 | | | 6.55 | 8.86 | -2.31 | | 2003 | | | 17.71 | 20.35 | -2.64 | | 2002 | | | -10.12 | -12.02 | 1.90 | | 2001 | | | -8.50 | -5.05 | -3.45 | | 2000 | | | 4.80 | 1.82 | 2.98 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WACBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.90 | 5.83 | 10.40 | N/A | | 2008 | -4.76 | -1.30 | -5.66 | -10.18 | | 2007 | 0.42 | 4.69 | 6.21 | 0.28 | | 2006 | 3.23 | 0.01 | 3.02 | 3.19 | | 2005 | -1.48 | 1.67 | 1.49 | 2.08 | | 2004 | 0.45 | 0.87 | -1.66 | 6.94 | | 2003 | -1.43 | 8.40 | 1.93 | 8.08 | | 2002 | 1.05 | -5.93 | -8.11 | 2.89 | | 2001 | -6.53 | 2.11 | -7.49 | 3.63 | | 2000 | 4.76 | -1.10 | 0.01 | 1.15 | | 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 | 1162 | 1211 | 95.95 | | 1-Month | 176 | 1258 | 13.99 | | 3-Month | 628 | 1256 | 50.00 | | 6-Month | 1183 | 1220 | 96.97 | | 1-Year | 851 | 1204 | 70.68 | | 3-Year | 107 | 950 | 11.26 | | 5-Year | 157 | 796 | 19.72 |
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