|
| Morningstar Return Rating: | High | | Year to Date Return: | 15.85% | | 5-Year Average Return: | 13.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.28% | |
Worst 1-Yr Total Return (2008): | -26.44% | |
Best 3-Yr Total Return (2005-7): | 26.50% | |
Worst 3-Yr Total Return (2006-8): | 7.05% |
|
| 1-Year: | 7.45% | | 3-Year: | 9.08% | | 5-Year: | 14.03% | | 10-Year: | 10.70% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WASCX | Category | Diff | Index* | Diff | | Year To Date | 15.85 | 19.81 | -3.96 | N/A | N/A | | 1-Month | -2.70 | -1.18 | -1.52 | N/A | N/A | | 3-Month | 3.06 | 5.08 | -2.02 | N/A | N/A | | 1-Year | 17.01 | 19.31 | -2.3 | N/A | N/A | | 3-Year | 8.01 | -0.31 | 8.32 | N/A | N/A | | 5-Year | 13.34 | 5.57 | 7.77 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.28 | 33.14 | -12.86 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.72 | -3.45 | -5.27 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WASCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.44 | -28.98 | 2.54 | | 2007 | | | 40.28 | 11.39 | 28.89 | | 2006 | | | 18.89 | 16.61 | 2.28 | | 2005 | | | 21.37 | 6.56 | 14.81 | | 2004 | | | 12.05 | 15.24 | -3.19 | | 2003 | | | 10.55 | 25.32 | -14.77 | | 2002 | | | 2.30 | -2.16 | 4.46 | | 2001 | | | -11.74 | -3.23 | -8.51 | | 2000 | | | 20.66 | 0.23 | 20.43 | | 1999 | | | 21.21 | 21.83 | -0.62 |
|
| PAST QUARTERLY RETURNS (%) FOR
WASCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.21 | 2.46 | 12.59 | N/A | | 2008 | -2.70 | 1.80 | -18.43 | -8.95 | | 2007 | 3.26 | 8.29 | 12.35 | 11.67 | | 2006 | 11.42 | 3.40 | -2.30 | 5.63 | | 2005 | 2.10 | 0.64 | 14.85 | 2.85 | | 2004 | 2.97 | -3.54 | 3.72 | 8.77 | | 2003 | -1.19 | 4.34 | 0.52 | 6.68 | | 2002 | 1.89 | 0.49 | -1.68 | 1.62 | | 2001 | -8.25 | -1.51 | 0.60 | -2.90 | | 2000 | 15.50 | -0.33 | 0.59 | 4.20 | | 1999 | N/A | N/A | N/A | 15.52 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 146 | 272 | 53.68 | | 1-Month | 99 | 322 | 30.75 | | 3-Month | 70 | 322 | 21.74 | | 6-Month | 249 | 283 | 87.99 | | 1-Year | 92 | 244 | 37.70 | | 3-Year | 8 | 136 | 5.88 | | 5-Year | 7 | 93 | 7.53 |
|
|
|
|
|
0.51% Nasdaq 
Performance
