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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.57% | | 5-Year Average Return: | 5.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.41% | |
Worst 1-Yr Total Return (2008): | -25.87% | |
Best 3-Yr Total Return (2005-7): | 11.23% | |
Worst 3-Yr Total Return (2006-8): | -2.18% |
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| 1-Year: | -1.30% | | 3-Year: | 0.06% | | 5-Year: | 4.86% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAGRX | Category | Diff | Index* | Diff | | Year To Date | 17.57 | 18.16 | -0.59 | N/A | N/A | | 1-Month | -2.30 | -1.24 | -1.06 | N/A | N/A | | 3-Month | 4.21 | 4.71 | -0.5 | N/A | N/A | | 1-Year | 15.78 | 15.73 | 0.05 | N/A | N/A | | 3-Year | 0.51 | -2.66 | 3.17 | N/A | N/A | | 5-Year | 5.10 | 2.10 | 3 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.97 | 33.32 | -0.35 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.94 | -8.51 | 2.57 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.87 | -28.00 | 2.13 | | 2007 | | | 12.41 | 5.99 | 6.42 | | 2006 | | | 12.32 | 11.29 | 1.03 | | 2005 | | | 8.99 | 5.13 | 3.86 | | 2004 | | | 9.99 | 8.86 | 1.13 | | 2003 | | | 22.52 | 20.35 | 2.17 | | 2002 | | | -13.94 | -12.02 | -1.92 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.52 | 12.40 | 13.32 | N/A | | 2008 | -6.82 | 0.00 | -8.58 | -12.98 | | 2007 | 2.16 | 5.63 | 4.33 | -0.15 | | 2006 | 5.42 | -0.81 | 1.33 | 6.01 | | 2005 | -1.24 | 2.43 | 4.84 | 2.76 | | 2004 | 1.26 | 0.80 | -1.67 | 9.59 | | 2003 | -1.63 | 10.62 | 1.80 | 10.61 | | 2002 | -1.20 | -7.47 | -10.39 | 5.06 | | 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 | 520 | 1211 | 42.94 | | 1-Month | 427 | 1258 | 33.94 | | 3-Month | 263 | 1256 | 20.94 | | 6-Month | 695 | 1220 | 56.97 | | 1-Year | 355 | 1204 | 29.49 | | 3-Year | 45 | 950 | 4.74 | | 5-Year | 12 | 796 | 1.51 |
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0.22% Nasdaq 0.00%
Performance
