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| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.91% | | 5-Year Average Return: | 4.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.20% | |
Worst 1-Yr Total Return (2008): | -19.27% | |
Best 3-Yr Total Return (2005-7): | 9.76% | |
Worst 3-Yr Total Return (2006-8): | 0.54% |
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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 | WACYX | Category | Diff | Index* | Diff | | Year To Date | 8.91 | 18.16 | -9.25 | N/A | N/A | | 1-Month | -1.93 | -1.24 | -0.69 | N/A | N/A | | 3-Month | 3.18 | 4.71 | -1.53 | N/A | N/A | | 1-Year | 9.24 | 15.73 | -6.49 | N/A | N/A | | 3-Year | 0.45 | -2.66 | 3.11 | N/A | N/A | | 5-Year | 4.19 | 2.10 | 2.09 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.71 | 33.32 | -10.61 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.14 | -8.51 | -0.63 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WACYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.27 | -28.00 | 8.73 | | 2007 | | | 13.20 | 5.99 | 7.21 | | 2006 | | | 11.19 | 11.29 | -0.10 | | 2005 | | | 5.04 | 5.13 | -0.09 | | 2004 | | | 7.91 | 8.86 | -0.95 | | 2003 | | | 19.49 | 20.35 | -0.86 | | 2002 | | | -8.97 | -12.02 | 3.05 | | 2001 | | | -7.44 | -5.05 | -2.39 | | 2000 | | | 5.96 | 1.82 | 4.14 | | 1999 | | | 11.47 | 10.71 | 0.76 |
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| PAST QUARTERLY RETURNS (%) FOR
WACYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.60 | 6.15 | 10.81 | N/A | | 2008 | -4.36 | -1.00 | -5.55 | -9.72 | | 2007 | 0.73 | 4.89 | 6.66 | 0.46 | | 2006 | 3.44 | 0.36 | 3.35 | 3.64 | | 2005 | -1.20 | 1.98 | 1.68 | 2.53 | | 2004 | 0.61 | 1.19 | -1.21 | 7.29 | | 2003 | -0.92 | 8.78 | 2.25 | 8.42 | | 2002 | 1.51 | -5.78 | -7.65 | 3.06 | | 2001 | -6.25 | 2.38 | -7.19 | 3.90 | | 2000 | 4.95 | -0.79 | 0.31 | 1.45 | | 1999 | N/A | N/A | N/A | 9.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1138 | 1211 | 93.97 | | 1-Month | 138 | 1258 | 10.97 | | 3-Month | 427 | 1256 | 34.00 | | 6-Month | 1159 | 1220 | 95.00 | | 1-Year | 809 | 1204 | 67.19 | | 3-Year | 42 | 950 | 4.42 | | 5-Year | 39 | 796 | 4.90 |
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