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| Morningstar Return Rating: | High | | Year to Date Return: | 16.81% | | 5-Year Average Return: | 14.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 42.39% | |
Worst 1-Yr Total Return (2008): | -26.53% | |
Best 3-Yr Total Return (2005-7): | 27.64% | |
Worst 3-Yr Total Return (2006-8): | 7.60% |
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| 1-Year: | 4.63% | | 3-Year: | 9.31% | | 5-Year: | 14.60% | | 10-Year: | 10.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBASX | Category | Diff | Index* | Diff | | Year To Date | 16.81 | 19.81 | -3 | N/A | N/A | | 1-Month | -2.68 | -1.18 | -1.5 | N/A | N/A | | 3-Month | 3.10 | 5.08 | -1.98 | N/A | N/A | | 1-Year | 17.61 | 19.31 | -1.7 | N/A | N/A | | 3-Year | 8.92 | -0.31 | 9.23 | N/A | N/A | | 5-Year | 14.17 | 5.57 | 8.6 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.27 | 33.14 | -11.87 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.51 | -3.45 | -5.06 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.53 | -28.98 | 2.45 | | 2007 | | | 42.39 | 11.39 | 31.00 | | 2006 | | | 19.08 | 16.61 | 2.47 | | 2005 | | | 22.65 | 6.56 | 16.09 | | 2004 | | | 12.04 | 15.24 | -3.20 | | 2003 | | | 10.10 | 25.32 | -15.22 | | 2002 | | | 2.21 | -2.16 | 4.37 | | 2001 | | | -11.33 | -3.23 | -8.10 | | 2000 | | | 20.28 | 0.23 | 20.05 | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WBASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.07 | 2.84 | 13.24 | N/A | | 2008 | -1.75 | 1.54 | -18.65 | -9.48 | | 2007 | 3.22 | 8.42 | 13.23 | 12.37 | | 2006 | 11.62 | 3.17 | -2.40 | 5.96 | | 2005 | 2.11 | 0.52 | 15.42 | 3.53 | | 2004 | 3.06 | -3.61 | 3.62 | 8.85 | | 2003 | -1.28 | 3.90 | 0.78 | 6.51 | | 2002 | 1.75 | 0.75 | -1.44 | 1.15 | | 2001 | -7.62 | -1.60 | 0.55 | -2.99 | | 2000 | 14.79 | -0.27 | 0.94 | 4.09 | | 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 | 122 | 272 | 44.85 | | 1-Month | 109 | 322 | 33.85 | | 3-Month | 80 | 322 | 24.84 | | 6-Month | 240 | 283 | 84.81 | | 1-Year | 84 | 244 | 34.43 | | 3-Year | 5 | 136 | 3.68 | | 5-Year | 6 | 93 | 6.45 |
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1.00% Nasdaq 0.00%
Performance
