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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.96% | | 5-Year Average Return: | 4.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.60% | |
Worst 1-Yr Total Return (2005): | -3.61% | |
Best 3-Yr Total Return (2004-6): | 4.41% | |
Worst 3-Yr Total Return (2005-7): | 3.52% |
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| 1-Year: | 7.23% | | 3-Year: | 5.25% | | 5-Year: | 5.12% | | 10-Year: | 6.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBFBX | Category | Diff | Index* | Diff | | Year To Date | 12.96 | 16.41 | -3.45 | 7.61 | 5.35 | | 1-Month | 2.07 | 2.04 | 0.03 | 1.29 | 0.78 | | 3-Month | 5.36 | 5.59 | -0.23 | 2.86 | 2.5 | | 1-Year | 21.38 | 24.00 | -2.62 | 11.63 | 9.75 | | 3-Year | 6.00 | 6.78 | -0.78 | 6.40 | -0.4 | | 5-Year | 4.69 | 4.92 | -0.23 | 5.49 | -0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.28 | 18.89 | -1.61 | 7.06 | 10.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.22 | 7.91 | -2.69 | 7.94 | -2.72 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.37 | -1.57 | 0.20 | | 2007 | | | 7.80 | 7.28 | 0.52 | | 2006 | | | 6.77 | 5.42 | 1.35 | | 2005 | | | -3.61 | -3.33 | -0.28 | | 2004 | | | 10.60 | 8.98 | 1.62 | | 2003 | | | 17.93 | 13.79 | 4.14 | | 2002 | | | 15.55 | 14.10 | 1.45 | | 2001 | | | 0.68 | 1.95 | -1.27 | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WBFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.83 | 6.63 | 7.28 | N/A | | 2008 | 4.80 | -2.23 | -5.64 | 2.02 | | 2007 | 1.65 | -0.04 | 4.43 | 1.59 | | 2006 | 0.08 | 0.74 | 2.73 | 3.08 | | 2005 | -2.20 | 0.07 | -0.21 | -1.31 | | 2004 | 1.86 | -3.75 | 4.19 | 8.27 | | 2003 | 3.90 | 6.04 | 2.07 | 4.87 | | 2002 | -0.43 | 6.63 | 1.64 | 7.08 | | 2001 | -2.26 | -0.28 | 3.11 | 0.17 | | 2000 | N/A | -0.39 | -2.15 | 4.82 | | 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 | 187 | 275 | 68.00 | | 1-Month | 189 | 300 | 63.00 | | 3-Month | 200 | 290 | 68.97 | | 6-Month | 171 | 286 | 59.79 | | 1-Year | 147 | 263 | 55.89 | | 3-Year | 114 | 189 | 60.32 | | 5-Year | 81 | 163 | 49.69 |
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