|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.86% | | 5-Year Average Return: | 4.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 7.54% | |
Worst 1-Yr Total Return (2008): | -9.78% | |
Best 3-Yr Total Return (2004-6): | 5.50% | |
Worst 3-Yr Total Return (2006-8): | -0.39% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WACPX | Category | Diff | Index* | Diff | | Year To Date | 23.86 | 13.54 | 10.32 | 6.24 | 17.62 | | 1-Month | 1.70 | 0.89 | 0.81 | 0.49 | 1.21 | | 3-Month | 6.56 | 4.14 | 2.42 | 2.60 | 3.96 | | 1-Year | 27.60 | 17.86 | 9.74 | 13.79 | 13.81 | | 3-Year | 4.98 | 4.54 | 0.44 | 6.35 | -1.37 | | 5-Year | 4.84 | 3.85 | 0.99 | 5.05 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.91 | 13.81 | 13.1 | 7.06 | 19.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.46 | 6.49 | 3.97 | 7.94 | 2.52 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WACPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.78 | -4.70 | -5.08 | | 2007 | | | 2.58 | 4.70 | -2.12 | | 2006 | | | 6.81 | 4.15 | 2.66 | | 2005 | | | 2.24 | 1.80 | 0.44 | | 2004 | | | 7.54 | 3.91 | 3.63 | | 2003 | | | 9.52 | 5.10 | 4.42 | | 2002 | | | 8.61 | 8.04 | 0.57 | | 2001 | | | 10.04 | 7.64 | 2.40 | | 2000 | | | 11.90 | 9.44 | 2.46 | | 1999 | | | -1.15 | -1.35 | 0.20 |
|
| PAST QUARTERLY RETURNS (%) FOR
WACPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.87 | 11.18 | 10.50 | N/A | | 2008 | -1.92 | -1.88 | -2.62 | -3.73 | | 2007 | 1.33 | -1.07 | 1.73 | 0.57 | | 2006 | -0.22 | 0.24 | 4.66 | 2.04 | | 2005 | -0.55 | 3.24 | -0.07 | -0.36 | | 2004 | 2.82 | -1.70 | 3.92 | 2.39 | | 2003 | 3.18 | 4.46 | 0.39 | 1.22 | | 2002 | 0.30 | 2.28 | 2.07 | 3.73 | | 2001 | 3.78 | 0.93 | 4.49 | 0.53 | | 2000 | 1.81 | 2.11 | 2.90 | 4.59 | | 1999 | N/A | N/A | N/A | 0.05 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 1122 | 6.95 | | 1-Month | 46 | 1164 | 3.95 | | 3-Month | 57 | 1154 | 4.94 | | 6-Month | 79 | 1133 | 6.97 | | 1-Year | 78 | 1113 | 7.01 | | 3-Year | 444 | 957 | 46.39 | | 5-Year | 215 | 845 | 25.44 |
|
|
|
|
|
0.22% Nasdaq 0.00%
0.02 (0.20%) 
Performance
