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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.77% | | 5-Year Average Return: | 4.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.06% | |
Worst 1-Yr Total Return (2008): | -52.33% | |
Best 3-Yr Total Return (2004-6): | 21.05% | |
Worst 3-Yr Total Return (2006-8): | -11.51% |
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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 | WBIGX | Category | Diff | Index* | Diff | | Year To Date | 33.77 | 29.71 | 4.06 | 27.36 | 6.41 | | 1-Month | -1.68 | -2.08 | 0.4 | -1.25 | -0.43 | | 3-Month | 5.47 | 5.76 | -0.29 | 8.10 | -2.63 | | 1-Year | 32.82 | 29.01 | 3.81 | 27.71 | 5.11 | | 3-Year | -6.77 | -4.76 | -2.01 | -5.22 | -1.55 | | 5-Year | 4.73 | 5.03 | -0.3 | 5.10 | -0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.52 | 55.24 | 4.28 | 59.35 | 0.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.58 | -18.07 | -3.51 | -14.95 | -6.63 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.33 | -46.56 | -5.77 | | 2007 | | | 18.13 | 16.26 | 1.87 | | 2006 | | | 23.06 | 23.95 | -0.89 | | 2005 | | | 21.65 | 15.23 | 6.42 | | 2004 | | | 18.48 | 16.23 | 2.25 | | 2003 | | | 42.21 | 33.83 | 8.38 | | 2002 | | | -15.18 | -19.15 | 3.97 | | 2001 | | | -13.66 | -24.05 | 10.39 | | 2000 | | | -8.10 | -21.04 | 12.94 | | 1999 | | | 96.25 | 49.56 | 46.69 |
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| PAST QUARTERLY RETURNS (%) FOR
WBIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.77 | 28.32 | 16.21 | N/A | | 2008 | -10.16 | -1.64 | -26.54 | -26.55 | | 2007 | 3.86 | 7.51 | 6.66 | -0.81 | | 2006 | 9.83 | -3.54 | 4.27 | 11.40 | | 2005 | -0.27 | 1.77 | 12.13 | 6.89 | | 2004 | 5.36 | -2.29 | -0.47 | 15.63 | | 2003 | -5.71 | 17.85 | 11.79 | 14.48 | | 2002 | 1.81 | -0.82 | -19.13 | 3.88 | | 2001 | -11.21 | 3.20 | -16.13 | 12.34 | | 2000 | 7.70 | -5.26 | -4.00 | -6.19 | | 1999 | N/A | N/A | N/A | 42.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 268 | 25.00 | | 1-Month | 200 | 287 | 69.69 | | 3-Month | 159 | 284 | 55.99 | | 6-Month | 52 | 275 | 18.91 | | 1-Year | 56 | 268 | 20.90 | | 3-Year | 138 | 202 | 68.32 | | 5-Year | 72 | 153 | 47.06 |
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0.34% Nasdaq 
0.54 (2.89%) 
Performance
