• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.12% Nasdaq Up0.71%

    More On WBLFX


    Whitebox Market Neutral Equity Instl (WBLFX)

    10.37 Down 0.04(0.38%) Apr 24

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:
    Year-to-Date Return:2.19%
    5-Year Average Return:3.40%
    Number of Years Up:8
    Number of Years Down:2
    Best 1 Yr Total Return (2007-12-31):57.26%
    Worst 1 Yr Total Return (2008-12-31):-18.60%
    Best 3-Yr Total Return (N/A):29.03%
    Worst 3-Yr Total Return (N/A):1.10%
    Load Adjusted Returns 
    1-Year:-0.27%
    3-Year:4.24%
    5-Year:3.40%
    10-Year:12.29%
    Trailing Returns (%) vs. Benchmarks 
    ReturnWBLFXCategoryDiffIndex*Diff
    Year To Date2.19N/AN/AN/AN/A
    1-Month-0.29N/AN/AN/AN/A
    3-Month2.19N/AN/AN/AN/A
    1-Year-0.27N/AN/AN/AN/A
    3-Year4.24N/AN/AN/AN/A
    5-Year3.40N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)8.91N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-0.43N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearWBLFXCategoryDiff
    2015N/AN/AN/A
    2014
     
    0.48N/AN/A
    2013
     
    11.08N/AN/A
    2012
     
    6.42N/AN/A
    2011
     
    1.74N/AN/A
    2010
     
    -4.57N/AN/A
    2009
     
    53.83N/AN/A
    2008
     
    -18.60N/AN/A
    2007
     
    57.26N/AN/A
    2006
     
    21.04N/AN/A
    2005
     
    12.85N/AN/A
    2004N/AN/AN/A
    Past Quarterly Returns (%) for WBLFX 
    Q1Q2Q3Q4
    20152.19N/AN/AN/A
    20142.95-1.52-0.46-0.44
    20130.202.311.966.27
    20127.17-2.202.14-0.60
    20110.331.74-1.921.63
    2010-0.31-6.35-0.893.14
    20091.2821.7715.038.45
    20080.396.48-12.41-13.06
    20079.2011.8010.3916.69
    200613.618.50-3.611.88
    2005-0.56-0.841.9812.22
    2004-0.619.15N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date7N/A
    1-Month52N/A
    3-Month7N/A
    6-Month25N/A
    1-Year64N/A
    3-YearN/A
    5-YearN/A