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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.76% | | 5-Year Average Return: | 2.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.99% | |
Worst 1-Yr Total Return (2008): | -20.32% | |
Best 3-Yr Total Return (2005-7): | 8.46% | |
Worst 3-Yr Total Return (2006-8): | -0.68% |
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| 1-Year: | -2.11% | | 3-Year: | 0.44% | | 5-Year: | 3.65% | | 10-Year: | 2.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WACCX | Category | Diff | Index* | Diff | | Year To Date | 7.76 | 18.16 | -10.4 | N/A | N/A | | 1-Month | -2.07 | -1.24 | -0.83 | N/A | N/A | | 3-Month | 2.82 | 4.71 | -1.89 | N/A | N/A | | 1-Year | 7.89 | 15.73 | -7.84 | N/A | N/A | | 3-Year | -0.75 | -2.66 | 1.91 | N/A | N/A | | 5-Year | 2.90 | 2.10 | 0.8 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.81 | 33.32 | -11.51 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.21 | -8.51 | -1.7 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WACCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.32 | -28.00 | 7.68 | | 2007 | | | 11.99 | 5.99 | 6.00 | | 2006 | | | 9.79 | 11.29 | -1.50 | | 2005 | | | 3.77 | 5.13 | -1.36 | | 2004 | | | 6.43 | 8.86 | -2.43 | | 2003 | | | 17.88 | 20.35 | -2.47 | | 2002 | | | -10.18 | -12.02 | 1.84 | | 2001 | | | -8.57 | -5.05 | -3.52 | | 2000 | | | 4.71 | 1.82 | 2.89 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WACCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.89 | 5.88 | 10.43 | N/A | | 2008 | -4.76 | -1.28 | -5.66 | -10.16 | | 2007 | 0.42 | 4.70 | 6.23 | 0.27 | | 2006 | 3.25 | 0.03 | 3.02 | 3.20 | | 2005 | -1.48 | 1.67 | 1.49 | 2.08 | | 2004 | 0.32 | 0.87 | -1.66 | 6.95 | | 2003 | -1.42 | 8.44 | 1.91 | 8.20 | | 2002 | 1.01 | -5.93 | -8.13 | 2.89 | | 2001 | -6.54 | 2.09 | -7.52 | 3.62 | | 2000 | 4.71 | -1.10 | 0.00 | 1.12 | | 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 | 138 | 1258 | 10.97 | | 3-Month | 540 | 1256 | 42.99 | | 6-Month | 1183 | 1220 | 96.97 | | 1-Year | 846 | 1204 | 70.27 | | 3-Year | 91 | 950 | 9.58 | | 5-Year | 151 | 796 | 18.97 |
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0.22% Nasdaq 
Performance
