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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.90% | | 5-Year Average Return: | -2.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 15.11% | |
Worst 1-Yr Total Return (2008): | -55.40% | |
Best 3-Yr Total Return (2005-7): | 8.56% | |
Worst 3-Yr Total Return (2006-8): | -18.02% |
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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 | WAMCX | Category | Diff | Index* | Diff | | Year To Date | 44.90 | 25.65 | 19.25 | 24.07 | 20.83 | | 1-Month | 3.24 | 3.38 | -0.14 | 6.00 | -2.76 | | 3-Month | 6.91 | 3.71 | 3.2 | 7.91 | -1 | | 1-Year | 47.92 | 31.83 | 16.09 | 25.39 | 22.53 | | 3-Year | -9.33 | -7.28 | -2.05 | -5.79 | -3.54 | | 5-Year | -2.69 | -0.38 | -2.31 | 0.71 | -3.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.63 | 53.06 | 6.57 | 45.76 | 13.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.66 | -19.68 | -2.98 | -18.25 | -4.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.40 | -41.55 | -13.85 | | 2007 | | | 15.11 | 7.59 | 7.52 | | 2006 | | | 7.31 | 10.81 | -3.50 | | 2005 | | | 3.58 | 6.02 | -2.44 | | 2004 | | | -0.82 | 12.41 | -13.23 | | 2003 | | | 44.52 | 45.54 | -1.02 | | 2002 | | | -18.68 | -27.88 | 9.20 | | 2001 | | | 18.26 | -8.91 | 27.17 | | 2000 | | | 25.97 | -3.85 | 29.82 | | 1999 | | | 17.46 | 64.77 | -47.31 |
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| PAST QUARTERLY RETURNS (%) FOR
WAMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.04 | 28.60 | 15.32 | N/A | | 2008 | -20.44 | 1.25 | -19.11 | -31.56 | | 2007 | 1.08 | 4.86 | 9.03 | -0.39 | | 2006 | 10.85 | -9.64 | 0.00 | 7.13 | | 2005 | -5.37 | 5.55 | 4.36 | -0.64 | | 2004 | 0.39 | -1.41 | -13.67 | 16.07 | | 2003 | -8.74 | 29.29 | 9.52 | 11.84 | | 2002 | -1.32 | -16.58 | -17.07 | 19.13 | | 2001 | -19.85 | 36.42 | -18.20 | 32.22 | | 2000 | 2.65 | 10.34 | 11.63 | -0.38 | | 1999 | N/A | N/A | N/A | 15.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 31 | 786 | 3.94 | | 1-Month | 171 | 816 | 20.96 | | 3-Month | 48 | 815 | 5.89 | | 6-Month | 32 | 802 | 3.99 | | 1-Year | 42 | 781 | 5.38 | | 3-Year | 428 | 667 | 64.17 | | 5-Year | 397 | 563 | 70.52 |
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0.47% Nasdaq 
Performance
