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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.71% | | 5-Year Average Return: | -2.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 12.19% | |
Worst 1-Yr Total Return (2008): | -48.30% | |
Best 3-Yr Total Return (2005-7): | 10.24% | |
Worst 3-Yr Total Return (2006-8): | -14.85% |
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| 1-Year: | -13.26% | | 3-Year: | -10.48% | | 5-Year: | -1.57% | | 10-Year: | -2.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAEGX | Category | Diff | Index* | Diff | | Year To Date | 21.71 | 25.80 | -4.09 | 17.05 | 4.66 | | 1-Month | -3.70 | -4.37 | 0.67 | -1.86 | -1.84 | | 3-Month | 3.31 | 4.09 | -0.78 | 5.48 | -2.17 | | 1-Year | 10.66 | 16.23 | -5.57 | 9.80 | 0.86 | | 3-Year | -10.85 | -5.36 | -5.49 | -7.02 | -3.83 | | 5-Year | -2.00 | 1.68 | -3.68 | 0.33 | -2.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.95 | 47.87 | -7.92 | 45.76 | -5.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.47 | -19.87 | -7.6 | -18.25 | -9.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.30 | -43.77 | -4.53 | | 2007 | | | 11.13 | 15.09 | -3.96 | | 2006 | | | 7.46 | 9.00 | -1.54 | | 2005 | | | 12.19 | 9.84 | 2.35 | | 2004 | | | 8.28 | 13.23 | -4.95 | | 2003 | | | 31.55 | 35.96 | -4.41 | | 2002 | | | -28.72 | -27.24 | -1.48 | | 2001 | | | -32.96 | -19.98 | -12.98 | | 2000 | | | -0.64 | -4.78 | 4.14 | | 1999 | | | 68.09 | 60.49 | 7.60 |
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| PAST QUARTERLY RETURNS (%) FOR
WAEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.00 | 15.11 | 12.04 | N/A | | 2008 | -13.30 | 3.60 | -20.32 | -27.76 | | 2007 | 5.80 | 5.09 | 2.69 | -2.67 | | 2006 | 11.77 | -5.64 | -2.01 | 3.98 | | 2005 | -1.23 | 2.99 | 3.40 | 6.65 | | 2004 | 2.03 | -0.38 | -4.07 | 11.06 | | 2003 | -2.77 | 15.86 | 6.39 | 9.78 | | 2002 | 3.44 | -16.29 | -16.33 | -1.62 | | 2001 | -24.41 | 2.60 | -27.80 | 19.74 | | 2000 | 23.07 | 0.45 | 0.03 | -19.65 | | 1999 | N/A | N/A | N/A | 42.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 593 | 848 | 69.93 | | 1-Month | 297 | 901 | 32.96 | | 3-Month | 610 | 898 | 67.93 | | 6-Month | 703 | 868 | 80.99 | | 1-Year | 527 | 847 | 62.22 | | 3-Year | 567 | 749 | 75.70 | | 5-Year | 476 | 636 | 74.84 |
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0.04% Nasdaq 
0.43%
Performance
