|
| Morningstar Return Rating: | | | Year to Date Return: | 73.28% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBELX | Category | Diff | Index* | Diff | | Year To Date | 73.28 | 67.76 | 5.52 | 29.91 | 43.37 | | 1-Month | 7.93 | 5.36 | 2.57 | 2.00 | 5.93 | | 3-Month | 16.41 | 13.28 | 3.13 | 4.58 | 11.83 | | 1-Year | 84.09 | 80.33 | 3.76 | 37.72 | 46.37 | | 3-Year | N/A | 2.54 | N/A | -5.52 | N/A | | 5-Year | N/A | 13.59 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.72 | 85.38 | -5.66 | 59.35 | 20.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.38 | -8.10 | -6.28 | -14.95 | 0.57 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBELX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -54.44 | N/A | | 2007 | | | N/A | 36.68 | N/A | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WBELX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.46 | 33.74 | 20.00 | N/A | | 2008 | N/A | -3.70 | -29.28 | -29.64 | | 2007 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 87 | 365 | 23.84 | | 1-Month | 83 | 381 | 21.78 | | 3-Month | 22 | 376 | 5.85 | | 6-Month | 63 | 373 | 16.89 | | 1-Year | 65 | 354 | 18.36 | | 3-Year | | 260 | N/A | | 5-Year | | 194 | N/A |
|
|
|
|
|