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| Morningstar Return Rating: | Average | | Year to Date Return: | 49.15% | | 5-Year Average Return: | 4.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.48% | |
Worst 1-Yr Total Return (2008): | -30.12% | |
Best 3-Yr Total Return (2004-6): | 8.56% | |
Worst 3-Yr Total Return (2006-8): | -7.47% |
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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 | WAHYX | Category | Diff | Index* | Diff | | Year To Date | 49.15 | 40.95 | 8.2 | 6.24 | 42.91 | | 1-Month | 1.74 | 1.53 | 0.21 | 0.49 | 1.25 | | 3-Month | 10.32 | 8.19 | 2.13 | 2.60 | 7.72 | | 1-Year | 39.87 | 35.58 | 4.29 | 13.79 | 26.08 | | 3-Year | 2.71 | 2.61 | 0.1 | 6.35 | -3.64 | | 5-Year | 4.44 | 4.05 | 0.39 | 5.05 | -0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.11 | 34.85 | 11.26 | 7.06 | 39.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.18 | 0.91 | -0.73 | 7.94 | -7.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.12 | -26.41 | -3.71 | | 2007 | | | 0.78 | 1.47 | -0.69 | | 2006 | | | 12.48 | 10.14 | 2.34 | | 2005 | | | 2.71 | 2.59 | 0.12 | | 2004 | | | 10.75 | 9.99 | 0.76 | | 2003 | | | 24.10 | 24.36 | -0.26 | | 2002 | | | -3.22 | -1.52 | -1.70 | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.21 | 24.12 | 15.55 | N/A | | 2008 | -4.02 | 2.80 | -9.40 | -21.83 | | 2007 | 2.77 | 0.23 | -0.57 | -1.59 | | 2006 | 3.09 | 0.47 | 3.68 | 4.75 | | 2005 | -1.32 | 1.92 | 1.51 | 0.60 | | 2004 | 1.38 | -0.09 | 4.79 | 4.35 | | 2003 | 6.34 | 8.39 | 2.02 | 5.54 | | 2002 | 0.68 | -7.70 | -3.24 | 7.64 | | 2001 | N/A | N/A | N/A | 5.31 | | 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 | 92 | 547 | 16.82 | | 1-Month | 236 | 577 | 40.90 | | 3-Month | 166 | 573 | 28.97 | | 6-Month | 71 | 553 | 12.84 | | 1-Year | 108 | 546 | 19.78 | | 3-Year | 250 | 471 | 53.08 | | 5-Year | 167 | 401 | 41.65 |
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