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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.23% | | 5-Year Average Return: | 1.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 26.62% | |
Worst 1-Yr Total Return (2008): | -40.18% | |
Best 3-Yr Total Return (2005-7): | 13.65% | |
Worst 3-Yr Total Return (2006-8): | -8.35% |
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| 1-Year: | -8.95% | | 3-Year: | -2.42% | | 5-Year: | 2.56% | | 10-Year: | 0.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WAVCX | Category | Diff | Index* | Diff | | Year To Date | 14.23 | 24.15 | -9.92 | 17.05 | -2.82 | | 1-Month | -2.90 | -2.25 | -0.65 | -1.86 | -1.04 | | 3-Month | 1.79 | 4.52 | -2.73 | 5.48 | -3.69 | | 1-Year | 6.10 | 15.35 | -9.25 | 9.80 | -3.7 | | 3-Year | -3.97 | -4.95 | 0.98 | -7.02 | 3.05 | | 5-Year | 1.49 | 0.99 | 0.5 | 0.33 | 1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.41 | 42.81 | -9.4 | 45.76 | -12.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.25 | -17.14 | -4.11 | -18.25 | -3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WAVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.18 | -40.67 | 0.49 | | 2007 | | | 26.62 | 13.35 | 13.27 | | 2006 | | | 1.65 | 7.05 | -5.40 | | 2005 | | | 14.05 | 6.71 | 7.34 | | 2004 | | | 4.55 | 7.81 | -3.26 | | 2003 | | | 28.60 | 28.66 | -0.06 | | 2002 | | | -21.42 | -27.64 | 6.22 | | 2001 | | | -25.74 | -22.30 | -3.44 | | 2000 | | | -2.05 | -13.05 | 11.00 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WAVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.01 | 11.18 | 11.39 | N/A | | 2008 | -11.65 | -1.34 | -12.13 | -21.90 | | 2007 | 1.73 | 5.60 | 14.42 | 3.01 | | 2006 | 2.75 | -2.00 | -3.18 | 4.27 | | 2005 | -2.74 | 5.63 | 4.36 | 6.37 | | 2004 | 0.00 | 1.04 | -5.79 | 9.84 | | 2003 | 0.50 | 11.48 | 2.99 | 11.45 | | 2002 | 3.29 | -13.10 | -14.35 | 2.22 | | 2001 | -22.20 | 3.50 | -17.90 | 12.32 | | 2000 | 17.93 | -1.66 | -1.55 | -14.22 | | 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 | 1603 | 1802 | 88.96 | | 1-Month | 699 | 1890 | 36.98 | | 3-Month | 1601 | 1884 | 84.98 | | 6-Month | 1790 | 1827 | 97.97 | | 1-Year | 1312 | 1797 | 73.01 | | 3-Year | 457 | 1518 | 30.11 | | 5-Year | 372 | 1251 | 29.74 |
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1.23% Nasdaq 
Performance
