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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.87% | | 5-Year Average Return: | 4.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.20% | |
Worst 1-Yr Total Return (2008): | -4.03% | |
Best 3-Yr Total Return (2005-7): | 4.82% | |
Worst 3-Yr Total Return (2006-8): | 2.46% |
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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 | WAIIX | Category | Diff | Index* | Diff | | Year To Date | 11.87 | 10.39 | 1.48 | 6.24 | 5.63 | | 1-Month | 1.38 | 1.31 | 0.07 | 0.49 | 0.89 | | 3-Month | 4.48 | 4.45 | 0.03 | 2.60 | 1.88 | | 1-Year | 19.79 | 16.20 | 3.59 | 13.79 | 6 | | 3-Year | 5.46 | 4.77 | 0.69 | 6.35 | -0.89 | | 5-Year | 4.73 | 4.21 | 0.52 | 5.05 | -0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.96 | 10.71 | 3.25 | 7.06 | 6.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.12 | -1.75 | 1.63 | 7.94 | -8.06 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.03 | -4.08 | 0.05 | | 2007 | | | 10.20 | 9.86 | 0.34 | | 2006 | | | 1.71 | 0.09 | 1.62 | | 2005 | | | 2.74 | 2.09 | 0.65 | | 2004 | | | 8.46 | 7.48 | 0.98 | | 2003 | | | 8.15 | 7.15 | 1.00 | | 2002 | | | 16.28 | 14.81 | 1.47 | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.28 | 2.97 | 3.77 | N/A | | 2008 | 4.76 | -0.98 | -5.36 | -2.23 | | 2007 | 2.28 | -1.04 | 4.33 | 4.36 | | 2006 | -1.75 | 0.43 | 3.92 | -0.80 | | 2005 | -0.50 | 2.97 | 0.23 | 0.05 | | 2004 | 4.49 | -3.14 | 4.01 | 3.05 | | 2003 | 2.43 | 3.26 | 0.40 | 1.85 | | 2002 | 1.26 | 5.62 | 8.00 | 0.66 | | 2001 | N/A | 1.59 | 2.29 | -0.89 | | 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 | 18 | 158 | 11.39 | | 1-Month | 21 | 162 | 12.96 | | 3-Month | 66 | 158 | 41.77 | | 6-Month | 22 | 158 | 13.92 | | 1-Year | 8 | 156 | 5.13 | | 3-Year | 59 | 138 | 42.75 | | 5-Year | 14 | 82 | 17.07 |
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0.34% Nasdaq 
Performance
