|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.22% | | 5-Year Average Return: | 4.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.08% | |
Worst 1-Yr Total Return (2008): | -18.50% | |
Best 3-Yr Total Return (2005-7): | 9.62% | |
Worst 3-Yr Total Return (2006-8): | 0.11% |
|
| 1-Year: | -2.85% | | 3-Year: | 0.23% | | 5-Year: | 4.07% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBLAX | Category | Diff | Index* | Diff | | Year To Date | 11.22 | 18.16 | -6.94 | N/A | N/A | | 1-Month | -1.50 | -1.24 | -0.26 | N/A | N/A | | 3-Month | 3.34 | 4.71 | -1.37 | N/A | N/A | | 1-Year | 10.34 | 15.73 | -5.39 | N/A | N/A | | 3-Year | 1.11 | -2.66 | 3.77 | N/A | N/A | | 5-Year | 4.63 | 2.10 | 2.53 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.56 | 33.32 | -12.76 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.43 | -8.51 | 4.08 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.50 | -28.00 | 9.50 | | 2007 | | | 10.84 | 5.99 | 4.85 | | 2006 | | | 11.08 | 11.29 | -0.21 | | 2005 | | | 7.00 | 5.13 | 1.87 | | 2004 | | | 7.54 | 8.86 | -1.32 | | 2003 | | | 15.90 | 20.35 | -4.45 | | 2002 | | | -8.45 | -12.02 | 3.57 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WBLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.70 | 7.14 | 9.44 | N/A | | 2008 | -4.72 | -0.17 | -6.14 | -8.71 | | 2007 | 1.81 | 4.48 | 3.55 | 0.63 | | 2006 | 3.85 | -0.08 | 2.18 | 4.76 | | 2005 | -0.88 | 1.94 | 3.55 | 2.26 | | 2004 | 1.20 | -0.09 | -0.46 | 6.86 | | 2003 | -1.58 | 7.71 | 1.29 | 7.94 | | 2002 | -1.32 | -4.31 | -6.61 | 3.83 | | 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 | 1114 | 1211 | 91.99 | | 1-Month | 402 | 1258 | 31.96 | | 3-Month | 979 | 1256 | 77.95 | | 6-Month | 1171 | 1220 | 95.98 | | 1-Year | 827 | 1204 | 68.69 | | 3-Year | 33 | 950 | 3.47 | | 5-Year | 26 | 796 | 3.27 |
|
|
|
|
|
0.22% Nasdaq 
Performance
