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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.72% | | 5-Year Average Return: | 4.81% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.13% | |
Worst 1-Yr Total Return (2008): | -5.58% | |
Best 3-Yr Total Return (2005-7): | 3.91% | |
Worst 3-Yr Total Return (2006-8): | 1.16% |
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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 | WAIPX | Category | Diff | Index* | Diff | | Year To Date | 18.72 | 13.54 | 5.18 | 6.24 | 12.48 | | 1-Month | 1.09 | 0.89 | 0.2 | 0.49 | 0.6 | | 3-Month | 4.60 | 4.14 | 0.46 | 2.60 | 2 | | 1-Year | 26.01 | 17.86 | 8.15 | 13.79 | 12.22 | | 3-Year | 5.60 | 4.54 | 1.06 | 6.35 | -0.75 | | 5-Year | 4.81 | 3.85 | 0.96 | 5.05 | -0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.44 | 13.81 | 4.63 | 7.06 | 11.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.14 | 6.49 | 3.65 | 7.94 | 2.2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAIPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.58 | -4.70 | -0.88 | | 2007 | | | 4.31 | 4.70 | -0.39 | | 2006 | | | 5.13 | 4.15 | 0.98 | | 2005 | | | 2.33 | 1.80 | 0.53 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAIPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.64 | 9.01 | 7.05 | N/A | | 2008 | -0.23 | -0.79 | -4.70 | 0.10 | | 2007 | 1.67 | -0.48 | 2.00 | 1.07 | | 2006 | -0.09 | 0.33 | 3.50 | 1.33 | | 2005 | -0.73 | 2.63 | 0.05 | 0.39 | | 2004 | N/A | N/A | 3.43 | 1.30 | | 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 | 179 | 1122 | 15.95 | | 1-Month | 104 | 1164 | 8.93 | | 3-Month | 496 | 1154 | 42.98 | | 6-Month | 283 | 1133 | 24.98 | | 1-Year | 93 | 1113 | 8.36 | | 3-Year | 339 | 957 | 35.42 | | 5-Year | 200 | 845 | 23.67 |
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0.03% Nasdaq 
0.29%
Performance
