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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.62% | | 5-Year Average Return: | 4.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 7.27% | |
Worst 1-Yr Total Return (2008): | -10.00% | |
Best 3-Yr Total Return (2004-6): | 5.21% | |
Worst 3-Yr Total Return (2006-8): | -0.63% |
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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 | WACIX | Category | Diff | Index* | Diff | | Year To Date | 23.62 | 13.54 | 10.08 | 6.24 | 17.38 | | 1-Month | 1.68 | 0.89 | 0.79 | 0.49 | 1.19 | | 3-Month | 6.50 | 4.14 | 2.36 | 2.60 | 3.9 | | 1-Year | 27.30 | 17.86 | 9.44 | 13.79 | 13.51 | | 3-Year | 4.72 | 4.54 | 0.18 | 6.35 | -1.63 | | 5-Year | 4.58 | 3.85 | 0.73 | 5.05 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.73 | 13.81 | 12.92 | 7.06 | 19.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.20 | 6.49 | 3.71 | 7.94 | 2.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WACIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.00 | -4.70 | -5.30 | | 2007 | | | 2.32 | 4.70 | -2.38 | | 2006 | | | 6.55 | 4.15 | 2.40 | | 2005 | | | 1.88 | 1.80 | 0.08 | | 2004 | | | 7.27 | 3.91 | 3.36 | | 2003 | | | 9.21 | 5.10 | 4.11 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WACIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.93 | 11.11 | 10.44 | N/A | | 2008 | -1.88 | -2.04 | -2.68 | -3.79 | | 2007 | 1.36 | -1.22 | 1.77 | 0.41 | | 2006 | -0.28 | 0.18 | 4.59 | 1.97 | | 2005 | -0.70 | 3.27 | -0.14 | -0.51 | | 2004 | 2.66 | -1.67 | 3.75 | 2.42 | | 2003 | 3.00 | 4.46 | 0.35 | 1.16 | | 2002 | N/A | 1.92 | 2.02 | 3.76 | | 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 | 78 | 1122 | 6.95 | | 1-Month | 58 | 1164 | 4.98 | | 3-Month | 57 | 1154 | 4.94 | | 6-Month | 79 | 1133 | 6.97 | | 1-Year | 82 | 1113 | 7.37 | | 3-Year | 488 | 957 | 50.99 | | 5-Year | 292 | 845 | 34.56 |
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0.03% Nasdaq 
0.01 (0.10%) 
Performance
