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| Morningstar Return Rating: | Below average | | Year to Date Return: | 58.41% | | 5-Year Average Return: | 4.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.79% | |
Worst 1-Yr Total Return (2008): | -53.93% | |
Best 3-Yr Total Return (2004-6): | 21.67% | |
Worst 3-Yr Total Return (2006-8): | -13.76% |
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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 | WAIGX | Category | Diff | Index* | Diff | | Year To Date | 58.41 | 45.86 | 12.55 | 29.91 | 28.5 | | 1-Month | 3.72 | 3.32 | 0.4 | 2.00 | 1.72 | | 3-Month | 12.57 | 8.08 | 4.49 | 4.58 | 7.99 | | 1-Year | 68.00 | 56.85 | 11.15 | 37.72 | 30.28 | | 3-Year | -5.04 | -5.58 | 0.54 | -5.52 | 0.48 | | 5-Year | 4.83 | 6.68 | -1.85 | 4.13 | 0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.65 | 65.72 | 14.93 | 59.35 | 21.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.44 | -12.65 | 1.21 | -14.95 | 3.51 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.93 | -49.02 | -4.91 | | 2007 | | | 12.47 | 12.03 | 0.44 | | 2006 | | | 23.79 | 26.79 | -3.00 | | 2005 | | | 18.37 | 24.86 | -6.49 | | 2004 | | | 22.93 | 24.38 | -1.45 | | 2003 | | | 44.96 | 54.17 | -9.21 | | 2002 | | | N/A | -15.43 | N/A | | 2001 | | | N/A | -24.44 | N/A | | 2000 | | | N/A | -15.12 | N/A | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.28 | 41.88 | 17.98 | N/A | | 2008 | -14.98 | -2.36 | -28.61 | -22.27 | | 2007 | 9.70 | 9.24 | -0.65 | -5.54 | | 2006 | 12.49 | -2.91 | 0.69 | 12.56 | | 2005 | -1.49 | 1.88 | 9.92 | 7.30 | | 2004 | 7.97 | 1.83 | -2.13 | 14.24 | | 2003 | -8.70 | 22.07 | 14.75 | 13.35 | | 2002 | N/A | N/A | -11.50 | 6.55 | | 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 | 11 | 130 | 8.46 | | 1-Month | 5 | 133 | 3.76 | | 3-Month | 2 | 133 | 1.50 | | 6-Month | 11 | 133 | 8.27 | | 1-Year | 11 | 129 | 8.53 | | 3-Year | 50 | 103 | 48.54 | | 5-Year | 50 | 78 | 64.10 |
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0.20% Nasdaq 0.00%
Performance
