|
| Morningstar Return Rating: | Average | | Year to Date Return: | 34.18% | | 5-Year Average Return: | 5.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.45% | |
Worst 1-Yr Total Return (2008): | -51.99% | |
Best 3-Yr Total Return (2005-7): | 21.55% | |
Worst 3-Yr Total Return (2006-8): | -11.11% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBIIX | Category | Diff | Index* | Diff | | Year To Date | 34.18 | 29.71 | 4.47 | 27.36 | 6.82 | | 1-Month | -1.78 | -2.08 | 0.3 | -1.25 | -0.53 | | 3-Month | 5.64 | 5.76 | -0.12 | 8.10 | -2.46 | | 1-Year | 33.58 | 29.01 | 4.57 | 27.71 | 5.87 | | 3-Year | -6.31 | -4.76 | -1.55 | -5.22 | -1.09 | | 5-Year | 5.22 | 5.03 | 0.19 | 5.10 | 0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.86 | 55.24 | 4.62 | 59.35 | 0.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.05 | -18.07 | -2.98 | -14.95 | -6.1 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.99 | -46.56 | -5.43 | | 2007 | | | 18.49 | 16.26 | 2.23 | | 2006 | | | 23.45 | 23.95 | -0.50 | | 2005 | | | 22.76 | 15.23 | 7.53 | | 2004 | | | 18.15 | 16.23 | 1.92 | | 2003 | | | 42.47 | 33.83 | 8.64 | | 2002 | | | N/A | -19.15 | N/A | | 2001 | | | N/A | -24.05 | N/A | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WBIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.66 | 28.07 | 16.78 | N/A | | 2008 | -9.90 | -1.62 | -26.62 | -26.19 | | 2007 | 3.92 | 7.64 | 6.92 | -0.93 | | 2006 | 10.05 | -3.66 | 4.38 | 11.56 | | 2005 | -0.12 | 1.81 | 12.55 | 7.26 | | 2004 | 5.22 | -2.10 | -0.43 | 15.19 | | 2003 | -5.64 | 18.16 | 11.81 | 14.29 | | 2002 | N/A | N/A | N/A | 3.15 | | 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 | 58 | 268 | 21.64 | | 1-Month | 195 | 287 | 67.94 | | 3-Month | 139 | 284 | 48.94 | | 6-Month | 41 | 275 | 14.91 | | 1-Year | 47 | 268 | 17.54 | | 3-Year | 127 | 202 | 62.87 | | 5-Year | 51 | 153 | 33.33 |
|
|
|
|
|