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| Morningstar Return Rating: | Average | | Year to Date Return: | 4.32% | | 5-Year Average Return: | 4.88% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2004): | 9.99% | |
Worst 1-Yr Total Return (2007): | 2.53% | |
Best 3-Yr Total Return (2004-6): | 6.64% | |
Worst 3-Yr Total Return (2006-8): | 3.42% |
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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 | WAFIX | Category | Diff | Index* | Diff | | Year To Date | 4.32 | 14.19 | -9.87 | 6.24 | -1.92 | | 1-Month | 0.00 | 0.74 | -0.74 | 0.49 | -0.49 | | 3-Month | 2.36 | 5.11 | -2.75 | 2.60 | -0.24 | | 1-Year | 9.89 | 22.15 | -12.26 | 13.79 | -3.9 | | 3-Year | 3.88 | 6.75 | -2.87 | 6.35 | -2.47 | | 5-Year | 4.88 | 5.08 | -0.2 | 5.05 | -0.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.57 | 18.82 | -11.25 | 7.06 | 0.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.81 | 7.98 | -0.17 | 7.94 | -0.13 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.60 | -1.57 | 6.17 | | 2007 | | | 2.53 | 7.28 | -4.75 | | 2006 | | | 3.15 | 5.42 | -2.27 | | 2005 | | | 6.91 | -3.33 | 10.24 | | 2004 | | | 9.99 | 8.98 | 1.01 | | 2003 | | | 9.51 | 13.79 | -4.28 | | 2002 | | | 13.25 | 14.10 | -0.85 | | 2001 | | | 8.91 | 1.95 | 6.96 | | 2000 | | | 6.24 | 3.21 | 3.03 | | 1999 | | | -1.78 | -2.86 | 1.08 |
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| PAST QUARTERLY RETURNS (%) FOR
WAFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.45 | 1.88 | 4.97 | N/A | | 2008 | 0.10 | -1.81 | -0.21 | 6.64 | | 2007 | 0.52 | -1.80 | 2.82 | 1.03 | | 2006 | -0.21 | -0.69 | 3.43 | 0.62 | | 2005 | 1.29 | 4.15 | 0.53 | 0.81 | | 2004 | 3.54 | -1.50 | 3.27 | 4.43 | | 2003 | 3.51 | 6.01 | -0.62 | 0.42 | | 2002 | -1.70 | 7.35 | 5.59 | 1.64 | | 2001 | 1.76 | -1.75 | 8.71 | 0.21 | | 2000 | 1.70 | -1.29 | -0.11 | 5.96 | | 1999 | N/A | N/A | N/A | 1.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 266 | 272 | 97.79 | | 1-Month | 289 | 292 | 98.97 | | 3-Month | 278 | 287 | 96.86 | | 6-Month | 276 | 282 | 97.87 | | 1-Year | 203 | 260 | 78.08 | | 3-Year | 134 | 188 | 71.28 | | 5-Year | 93 | 163 | 57.06 |
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0.22% Nasdaq 
0.01 (0.11%) 
Performance
