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| Morningstar Return Rating: | | | Year to Date Return: | 16.12% | | 5-Year Average Return: | 1.89% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | WALSX | Category | Diff | Index* | Diff | | Year To Date | 16.12 | 9.71 | 6.41 | 7.61 | 8.51 | | 1-Month | 0.83 | 0.67 | 0.16 | 1.29 | -0.46 | | 3-Month | 3.35 | 2.20 | 1.15 | 2.86 | 0.49 | | 1-Year | 17.68 | 11.11 | 6.57 | 11.63 | 6.05 | | 3-Year | 0.69 | 3.58 | -2.89 | 6.40 | -5.71 | | 5-Year | 1.89 | 3.39 | -1.5 | 5.49 | -3.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.61 | 7.66 | 6.95 | 7.06 | 7.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.16 | 4.29 | 0.87 | 7.94 | -2.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WALSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -4.23 | N/A | | 2007 | | | N/A | 4.29 | N/A | | 2006 | | | N/A | 4.05 | N/A | | 2005 | | | N/A | 1.45 | N/A | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WALSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.30 | 8.01 | 4.92 | N/A | | 2008 | N/A | N/A | N/A | N/A | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 20 | 418 | 4.78 | | 1-Month | 8 | 434 | 1.84 | | 3-Month | 21 | 433 | 4.85 | | 6-Month | 46 | 424 | 10.85 | | 1-Year | 16 | 418 | 3.83 | | 3-Year | | 377 | N/A | | 5-Year | | 313 | N/A |
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0.11% Nasdaq 
Performance
