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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.11% | | 5-Year Average Return: | 3.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.17% | |
Worst 1-Yr Total Return (2008): | -37.60% | |
Best 3-Yr Total Return (2005-7): | 11.77% | |
Worst 3-Yr Total Return (2006-8): | -7.41% |
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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 | WBGSX | Category | Diff | Index* | Diff | | Year To Date | 27.11 | 24.15 | 2.96 | 17.05 | 10.06 | | 1-Month | -2.79 | -2.25 | -0.54 | -1.86 | -0.93 | | 3-Month | 2.96 | 4.52 | -1.56 | 5.48 | -2.52 | | 1-Year | 17.61 | 15.35 | 2.26 | 9.80 | 7.81 | | 3-Year | -2.78 | -4.95 | 2.17 | -7.02 | 4.24 | | 5-Year | 3.49 | 0.99 | 2.5 | 0.33 | 3.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.92 | 42.81 | 3.11 | 45.76 | 0.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.81 | -17.14 | 2.33 | -18.25 | 3.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.60 | -40.67 | 3.07 | | 2007 | | | 13.17 | 13.35 | -0.18 | | 2006 | | | 12.41 | 7.05 | 5.36 | | 2005 | | | 9.75 | 6.71 | 3.04 | | 2004 | | | 7.32 | 7.81 | -0.49 | | 2003 | | | 23.70 | 28.66 | -4.96 | | 2002 | | | -25.85 | -27.64 | 1.79 | | 2001 | | | -13.53 | -22.30 | 8.77 | | 2000 | | | -7.47 | -13.05 | 5.58 | | 1999 | | | 19.98 | 38.87 | -18.89 |
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| PAST QUARTERLY RETURNS (%) FOR
WBGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.25 | 20.40 | 11.10 | N/A | | 2008 | -9.32 | 2.45 | -10.21 | -25.20 | | 2007 | 2.98 | 4.76 | 6.49 | -1.50 | | 2006 | 7.06 | -4.37 | 2.59 | 7.03 | | 2005 | -3.83 | 3.21 | 5.27 | 5.03 | | 2004 | 0.80 | -0.90 | -2.51 | 10.20 | | 2003 | -6.70 | 17.29 | 4.88 | 7.78 | | 2002 | 1.38 | -16.24 | -19.07 | 7.90 | | 2001 | -16.65 | 7.35 | -17.73 | 17.48 | | 2000 | 5.22 | 0.14 | 1.84 | -13.77 | | 1999 | N/A | N/A | N/A | 19.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 558 | 1802 | 30.97 | | 1-Month | 1152 | 1890 | 60.95 | | 3-Month | 1733 | 1884 | 91.99 | | 6-Month | 1534 | 1827 | 83.96 | | 1-Year | 489 | 1797 | 27.21 | | 3-Year | 251 | 1518 | 16.53 | | 5-Year | 143 | 1251 | 11.43 |
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0.83% Nasdaq 0.00%
Performance
