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| Morningstar Return Rating: | | | Year to Date Return: | 11.62% | | 5-Year Average Return: | 4.46% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -4.30% | |
Worst 1-Yr Total Return (2008): | -4.30% | |
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 | WATPX | Category | Diff | Index* | Diff | | Year To Date | 11.62 | 10.39 | 1.23 | 6.24 | 5.38 | | 1-Month | 1.28 | 1.31 | -0.03 | 0.49 | 0.79 | | 3-Month | 4.39 | 4.45 | -0.06 | 2.60 | 1.79 | | 1-Year | 19.41 | 16.20 | 3.21 | 13.79 | 5.62 | | 3-Year | 5.19 | 4.77 | 0.42 | 6.35 | -1.16 | | 5-Year | 4.46 | 4.21 | 0.25 | 5.05 | -0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.88 | 10.71 | 3.17 | 7.06 | 6.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.30 | -1.75 | 1.45 | 7.94 | -8.24 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WATPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.30 | -4.08 | -0.22 | | 2007 | | | N/A | 9.86 | N/A | | 2006 | | | N/A | 0.09 | N/A | | 2005 | | | N/A | 2.09 | N/A | | 2004 | | | N/A | 7.48 | N/A | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WATPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.23 | 2.87 | 3.78 | N/A | | 2008 | 4.54 | -0.96 | -5.46 | -2.24 | | 2007 | N/A | N/A | 4.29 | 4.30 | | 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 | 22 | 158 | 13.92 | | 1-Month | 30 | 162 | 18.52 | | 3-Month | 69 | 158 | 43.67 | | 6-Month | 22 | 158 | 13.92 | | 1-Year | 12 | 156 | 7.69 | | 3-Year | | 138 | N/A | | 5-Year | | 82 | N/A |
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0.01% Nasdaq 
0.22%
Performance
