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| Morningstar Return Rating: | Above average | | Year to Date Return: | 69.35% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 31.50% | |
Worst 1-Yr Total Return (2008): | -54.74% | |
Best 3-Yr Total Return (2006-8): | -11.83% | |
Worst 3-Yr Total Return (2006-8): | -11.83% |
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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 | WAIOX | Category | Diff | Index* | Diff | | Year To Date | 69.35 | 45.86 | 23.49 | 29.91 | 39.44 | | 1-Month | 3.96 | 3.32 | 0.64 | 2.00 | 1.96 | | 3-Month | 13.51 | 8.08 | 5.43 | 4.58 | 8.93 | | 1-Year | 78.65 | 56.85 | 21.8 | 37.72 | 40.93 | | 3-Year | -2.54 | -5.58 | 3.04 | -5.52 | 2.98 | | 5-Year | N/A | 6.68 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 84.11 | 65.72 | 18.39 | 59.35 | 24.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.93 | -12.65 | 13.58 | -14.95 | 15.88 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAIOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.74 | -49.02 | -5.72 | | 2007 | | | 15.17 | 12.03 | 3.14 | | 2006 | | | 31.50 | 26.79 | 4.71 | | 2005 | | | N/A | 24.86 | N/A | | 2004 | | | N/A | 24.38 | N/A | | 2003 | | | N/A | 54.17 | N/A | | 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
WAIOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.26 | 44.35 | 18.67 | N/A | | 2008 | -15.27 | -5.15 | -27.60 | -22.20 | | 2007 | 12.46 | 13.17 | -3.70 | -6.03 | | 2006 | 15.42 | -2.17 | 0.00 | 16.46 | | 2005 | N/A | 0.00 | 11.17 | 9.59 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 7 | 130 | 5.38 | | 1-Month | 1 | 133 | 0.75 | | 3-Month | 1 | 133 | 0.75 | | 6-Month | 1 | 133 | 0.75 | | 1-Year | 7 | 129 | 5.43 | | 3-Year | 10 | 103 | 9.71 | | 5-Year | | 78 | N/A |
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