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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.80% | | 5-Year Average Return: | 3.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 7.53% | |
Worst 1-Yr Total Return (2008): | -21.45% | |
Best 3-Yr Total Return (2004-6): | 5.27% | |
Worst 3-Yr Total Return (2006-8): | -4.81% |
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| 1-Year: | 7.40% | | 3-Year: | 2.70% | | 5-Year: | 3.45% | | 10-Year: | 3.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBHIX | Category | Diff | Index* | Diff | | Year To Date | 34.80 | 40.95 | -6.15 | 6.24 | 28.56 | | 1-Month | 0.87 | 1.53 | -0.66 | 0.49 | 0.38 | | 3-Month | 6.09 | 8.19 | -2.1 | 2.60 | 3.49 | | 1-Year | 32.42 | 35.58 | -3.16 | 13.79 | 18.63 | | 3-Year | 3.44 | 2.61 | 0.83 | 6.35 | -2.91 | | 5-Year | 3.61 | 4.05 | -0.44 | 5.05 | -1.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.03 | 34.85 | -7.82 | 7.06 | 19.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.06 | 0.91 | 2.15 | 7.94 | -4.88 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.45 | -26.41 | 4.96 | | 2007 | | | 2.26 | 1.47 | 0.79 | | 2006 | | | 7.39 | 10.14 | -2.75 | | 2005 | | | 1.03 | 2.59 | -1.56 | | 2004 | | | 7.53 | 9.99 | -2.46 | | 2003 | | | 15.66 | 24.36 | -8.70 | | 2002 | | | -0.31 | -1.52 | 1.21 | | 2001 | | | 5.74 | 2.39 | 3.35 | | 2000 | | | -7.46 | -7.12 | -0.34 | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WBHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.73 | 14.18 | 10.70 | N/A | | 2008 | -2.59 | 1.38 | -5.43 | -15.90 | | 2007 | 2.65 | 0.22 | 0.28 | -0.88 | | 2006 | 1.99 | -0.21 | 2.03 | 3.42 | | 2005 | -1.88 | 0.87 | 1.56 | 0.52 | | 2004 | 1.61 | -0.95 | 3.51 | 3.23 | | 2003 | 3.08 | 5.38 | 2.36 | 4.03 | | 2002 | 1.54 | -3.79 | -1.42 | 3.52 | | 2001 | 4.86 | -0.96 | -2.72 | 4.66 | | 2000 | -1.96 | -0.26 | -1.03 | -4.39 | | 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 | 454 | 547 | 83.00 | | 1-Month | 536 | 577 | 92.89 | | 3-Month | 481 | 573 | 83.94 | | 6-Month | 453 | 553 | 81.92 | | 1-Year | 358 | 546 | 65.57 | | 3-Year | 183 | 471 | 38.85 | | 5-Year | 266 | 401 | 66.33 |
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0.18% Nasdaq 0.00%
Performance
