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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.27% | | 5-Year Average Return: | 6.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.80% | |
Worst 1-Yr Total Return (2008): | -40.46% | |
Best 3-Yr Total Return (2005-7): | 20.70% | |
Worst 3-Yr Total Return (2006-8): | -3.60% |
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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 | WAIYX | Category | Diff | Index* | Diff | | Year To Date | 20.27 | 29.71 | -9.44 | 27.36 | -7.09 | | 1-Month | -2.91 | -2.08 | -0.83 | -1.25 | -1.66 | | 3-Month | 4.30 | 5.76 | -1.46 | 8.10 | -3.8 | | 1-Year | 22.21 | 29.01 | -6.8 | 27.71 | -5.5 | | 3-Year | -1.95 | -4.76 | 2.81 | -5.22 | 3.27 | | 5-Year | 6.87 | 5.03 | 1.84 | 5.10 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.54 | 55.24 | -8.7 | 59.35 | -12.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.02 | -18.07 | 4.05 | -14.95 | 0.93 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAIYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.46 | -46.56 | 6.10 | | 2007 | | | 22.80 | 16.26 | 6.54 | | 2006 | | | 22.53 | 23.95 | -1.42 | | 2005 | | | 16.88 | 15.23 | 1.65 | | 2004 | | | 12.74 | 16.23 | -3.49 | | 2003 | | | 22.36 | 33.83 | -11.47 | | 2002 | | | -18.24 | -19.15 | 0.91 | | 2001 | | | -22.04 | -24.05 | 2.01 | | 2000 | | | -24.72 | -21.04 | -3.68 | | 1999 | | | 57.50 | 49.56 | 7.94 |
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| PAST QUARTERLY RETURNS (%) FOR
WAIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.71 | 21.26 | 15.71 | N/A | | 2008 | -10.00 | -0.78 | -19.74 | -16.92 | | 2007 | 3.63 | 7.22 | 8.27 | 2.07 | | 2006 | 9.10 | -1.07 | 2.65 | 10.59 | | 2005 | -1.80 | 0.15 | 12.04 | 6.06 | | 2004 | 3.18 | -1.78 | -2.97 | 14.65 | | 2003 | -7.77 | 12.68 | 3.47 | 13.78 | | 2002 | -2.61 | -3.34 | -17.13 | 4.80 | | 2001 | -12.67 | -1.96 | -11.63 | 3.04 | | 2000 | 1.23 | -10.94 | -9.07 | -8.17 | | 1999 | N/A | N/A | N/A | 46.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 219 | 268 | 81.72 | | 1-Month | 134 | 287 | 46.69 | | 3-Month | 230 | 284 | 80.99 | | 6-Month | 228 | 275 | 82.91 | | 1-Year | 173 | 268 | 64.55 | | 3-Year | 14 | 202 | 6.93 | | 5-Year | 19 | 153 | 12.42 |
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