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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.76% | | 5-Year Average Return: | 5.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.17% | |
Worst 1-Yr Total Return (2008): | -41.31% | |
Best 3-Yr Total Return (2005-7): | 19.01% | |
Worst 3-Yr Total Return (2006-8): | -4.90% |
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| 1-Year: | 0.28% | | 3-Year: | -1.36% | | 5-Year: | 6.68% | | 10-Year: | 0.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAICX | Category | Diff | Index* | Diff | | Year To Date | 18.76 | 29.71 | -10.95 | 27.36 | -8.6 | | 1-Month | -2.92 | -2.08 | -0.84 | -1.25 | -1.67 | | 3-Month | 3.93 | 5.76 | -1.83 | 8.10 | -4.17 | | 1-Year | 20.25 | 29.01 | -8.76 | 27.71 | -7.46 | | 3-Year | -3.30 | -4.76 | 1.46 | -5.22 | 1.92 | | 5-Year | 5.36 | 5.03 | 0.33 | 5.10 | 0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.04 | 55.24 | -10.2 | 59.35 | -14.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.36 | -18.07 | 2.71 | -14.95 | -0.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.31 | -46.56 | 5.25 | | 2007 | | | 21.17 | 16.26 | 4.91 | | 2006 | | | 20.93 | 23.95 | -3.02 | | 2005 | | | 15.03 | 15.23 | -0.20 | | 2004 | | | 11.26 | 16.23 | -4.97 | | 2003 | | | 20.33 | 33.83 | -13.50 | | 2002 | | | -19.37 | -19.15 | -0.22 | | 2001 | | | -23.24 | -24.05 | 0.81 | | 2000 | | | -25.67 | -21.04 | -4.63 | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.09 | 20.81 | 15.18 | N/A | | 2008 | -10.28 | -1.12 | -20.10 | -17.20 | | 2007 | 3.20 | 6.94 | 7.89 | 1.76 | | 2006 | 8.67 | -1.35 | 2.24 | 10.34 | | 2005 | -2.30 | -0.16 | 11.64 | 5.63 | | 2004 | 2.73 | -1.99 | -3.22 | 14.19 | | 2003 | -8.21 | 12.08 | 3.19 | 13.35 | | 2002 | -2.98 | -3.75 | -17.38 | 4.51 | | 2001 | -13.09 | -2.34 | -11.98 | 2.74 | | 2000 | 0.87 | -11.21 | -9.39 | -8.41 | | 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 | 235 | 268 | 87.69 | | 1-Month | 149 | 287 | 51.92 | | 3-Month | 255 | 284 | 89.79 | | 6-Month | 255 | 275 | 92.73 | | 1-Year | 180 | 268 | 67.16 | | 3-Year | 49 | 202 | 24.26 | | 5-Year | 56 | 153 | 36.60 |
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0.18% Nasdaq 0.00%
0.01 (0.12%) 
Performance
