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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.77% | | 5-Year Average Return: | 4.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.40% | |
Worst 1-Yr Total Return (2008): | -4.61% | |
Best 3-Yr Total Return (2005-7): | 4.18% | |
Worst 3-Yr Total Return (2006-8): | 1.87% |
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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 | WATIX | Category | Diff | Index* | Diff | | Year To Date | 16.77 | 13.54 | 3.23 | 6.24 | 10.53 | | 1-Month | 1.00 | 0.89 | 0.11 | 0.49 | 0.51 | | 3-Month | 4.08 | 4.14 | -0.06 | 2.60 | 1.48 | | 1-Year | 23.59 | 17.86 | 5.73 | 13.79 | 9.8 | | 3-Year | 5.83 | 4.54 | 1.29 | 6.35 | -0.52 | | 5-Year | 4.79 | 3.85 | 0.94 | 5.05 | -0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.44 | 13.81 | 2.63 | 7.06 | 9.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.03 | 6.49 | 2.54 | 7.94 | 1.09 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WATIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.61 | -4.70 | 0.09 | | 2007 | | | 5.40 | 4.70 | 0.70 | | 2006 | | | 5.16 | 4.15 | 1.01 | | 2005 | | | 2.01 | 1.80 | 0.21 | | 2004 | | | 4.84 | 3.91 | 0.93 | | 2003 | | | 7.13 | 5.10 | 2.03 | | 2002 | | | 8.88 | 8.04 | 0.84 | | 2001 | | | 7.99 | 7.64 | 0.35 | | 2000 | | | 11.05 | 9.44 | 1.61 | | 1999 | | | 0.39 | -1.35 | 1.74 |
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| PAST QUARTERLY RETURNS (%) FOR
WATIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.22 | 8.42 | 6.39 | N/A | | 2008 | 0.11 | -0.40 | -4.09 | -0.26 | | 2007 | 1.78 | -0.34 | 2.16 | 1.71 | | 2006 | -0.19 | 0.29 | 3.43 | 1.57 | | 2005 | -0.55 | 2.31 | -0.12 | 0.37 | | 2004 | 2.59 | -1.89 | 3.04 | 1.09 | | 2003 | 2.13 | 3.71 | 0.31 | 0.82 | | 2002 | -0.14 | 3.00 | 3.77 | 2.01 | | 2001 | 3.49 | 0.76 | 4.29 | -0.70 | | 2000 | 1.60 | 2.07 | 3.01 | 3.95 | | 1999 | N/A | N/A | N/A | -0.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 291 | 1122 | 25.94 | | 1-Month | 221 | 1164 | 18.99 | | 3-Month | 588 | 1154 | 50.95 | | 6-Month | 317 | 1133 | 27.98 | | 1-Year | 139 | 1113 | 12.49 | | 3-Year | 285 | 957 | 29.78 | | 5-Year | 198 | 845 | 23.43 |
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0.22% Nasdaq 
0.04 (0.39%) 
Performance
