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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.80% | | 5-Year Average Return: | 3.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.24% | |
Worst 1-Yr Total Return (2008): | -10.81% | |
Best 3-Yr Total Return (2004-6): | 4.46% | |
Worst 3-Yr Total Return (2006-8): | -1.22% |
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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 | WATFX | Category | Diff | Index* | Diff | | Year To Date | 22.80 | 13.54 | 9.26 | 6.24 | 16.56 | | 1-Month | 2.36 | 0.89 | 1.47 | 0.49 | 1.87 | | 3-Month | 8.08 | 4.14 | 3.94 | 2.60 | 5.48 | | 1-Year | 26.51 | 17.86 | 8.65 | 13.79 | 12.72 | | 3-Year | 4.06 | 4.54 | -0.48 | 6.35 | -2.29 | | 5-Year | 3.90 | 3.85 | 0.05 | 5.05 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.01 | 13.81 | 14.2 | 7.06 | 20.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.87 | 6.49 | 1.38 | 7.94 | -0.07 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WATFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.81 | -4.70 | -6.11 | | 2007 | | | 1.74 | 4.70 | -2.96 | | 2006 | | | 6.24 | 4.15 | 2.09 | | 2005 | | | 1.91 | 1.80 | 0.11 | | 2004 | | | 5.30 | 3.91 | 1.39 | | 2003 | | | 7.77 | 5.10 | 2.67 | | 2002 | | | 8.70 | 8.04 | 0.66 | | 2001 | | | 9.48 | 7.64 | 1.84 | | 2000 | | | 13.34 | 9.44 | 3.90 | | 1999 | | | -1.69 | -1.35 | -0.34 |
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| PAST QUARTERLY RETURNS (%) FOR
WATFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.95 | 12.99 | 10.54 | N/A | | 2008 | -2.13 | -0.32 | -5.41 | -3.35 | | 2007 | 1.48 | -0.92 | 1.33 | -0.15 | | 2006 | -0.39 | -0.13 | 4.59 | 2.09 | | 2005 | -0.92 | 3.24 | -0.34 | -0.04 | | 2004 | 2.60 | -2.21 | 3.58 | 1.33 | | 2003 | 2.78 | 4.17 | -0.50 | 1.17 | | 2002 | 0.51 | 2.44 | 2.68 | 2.82 | | 2001 | 3.66 | 1.28 | 4.70 | -0.40 | | 2000 | 2.42 | 2.33 | 3.29 | 4.68 | | 1999 | N/A | N/A | N/A | -0.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 89 | 1122 | 7.93 | | 1-Month | 23 | 1164 | 1.98 | | 3-Month | 11 | 1154 | 0.95 | | 6-Month | 45 | 1133 | 3.97 | | 1-Year | 98 | 1113 | 8.81 | | 3-Year | 572 | 957 | 59.77 | | 5-Year | 421 | 845 | 49.82 |
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0.34% Nasdaq 
Performance
