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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.31% | | 5-Year Average Return: | 5.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.99% | |
Worst 1-Yr Total Return (2008): | -41.42% | |
Best 3-Yr Total Return (2005-7): | 18.82% | |
Worst 3-Yr Total Return (2006-8): | -5.07% |
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| 1-Year: | -4.08% | | 3-Year: | -2.59% | | 5-Year: | 6.15% | | 10-Year: | 0.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAIBX | Category | Diff | Index* | Diff | | Year To Date | 18.31 | 29.71 | -11.4 | 27.36 | -9.05 | | 1-Month | -3.00 | -2.08 | -0.92 | -1.25 | -1.75 | | 3-Month | 3.77 | 5.76 | -1.99 | 8.10 | -4.33 | | 1-Year | 19.84 | 29.01 | -9.17 | 27.71 | -7.87 | | 3-Year | -3.55 | -4.76 | 1.21 | -5.22 | 1.67 | | 5-Year | 5.11 | 5.03 | 0.08 | 5.10 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.80 | 55.24 | -10.44 | 59.35 | -14.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.75 | -18.07 | 2.32 | -14.95 | -0.8 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.42 | -46.56 | 5.14 | | 2007 | | | 20.99 | 16.26 | 4.73 | | 2006 | | | 20.71 | 23.95 | -3.24 | | 2005 | | | 14.87 | 15.23 | -0.36 | | 2004 | | | 10.94 | 16.23 | -5.29 | | 2003 | | | 19.75 | 33.83 | -14.08 | | 2002 | | | -19.83 | -19.15 | -0.68 | | 2001 | | | -23.46 | -24.05 | 0.59 | | 2000 | | | -25.83 | -21.04 | -4.79 | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.10 | 20.47 | 15.19 | N/A | | 2008 | -10.35 | -1.14 | -20.11 | -17.26 | | 2007 | 3.16 | 6.89 | 7.78 | 1.80 | | 2006 | 8.58 | -1.38 | 2.29 | 10.20 | | 2005 | -2.35 | -0.16 | 11.56 | 5.61 | | 2004 | 2.78 | -2.20 | -3.28 | 14.11 | | 2003 | -8.32 | 12.02 | 3.04 | 13.16 | | 2002 | -3.00 | -3.78 | -17.68 | 4.34 | | 2001 | -13.01 | -2.49 | -12.03 | 2.58 | | 2000 | 0.87 | -11.29 | -9.40 | -8.52 | | 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 | 238 | 268 | 88.81 | | 1-Month | 160 | 287 | 55.75 | | 3-Month | 258 | 284 | 90.85 | | 6-Month | 258 | 275 | 93.82 | | 1-Year | 183 | 268 | 68.28 | | 3-Year | 56 | 202 | 27.72 | | 5-Year | 64 | 153 | 41.83 |
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0.22% Nasdaq 
0.07 (0.88%) 
Performance
