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| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.75% | | 5-Year Average Return: | 5.86% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.65% | |
Worst 1-Yr Total Return (2005): | 2.07% | |
Best 3-Yr Total Return (2006-8): | 5.85% | |
Worst 3-Yr Total Return (2004-6): | 3.47% |
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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 | WBRIX | Category | Diff | Index* | Diff | | Year To Date | 8.75 | 14.86 | -6.11 | 7.61 | 1.14 | | 1-Month | 1.63 | 1.13 | 0.5 | 1.29 | 0.34 | | 3-Month | 3.20 | 3.76 | -0.56 | 2.86 | 0.34 | | 1-Year | 13.83 | 18.84 | -5.01 | 11.63 | 2.2 | | 3-Year | 7.18 | 4.58 | 2.6 | 6.40 | 0.78 | | 5-Year | 5.86 | 4.20 | 1.66 | 5.49 | 0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.20 | 13.91 | -4.71 | 7.06 | 2.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.72 | 6.57 | 4.15 | 7.94 | 2.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.65 | -4.70 | 11.35 | | 2007 | | | 6.29 | 4.70 | 1.59 | | 2006 | | | 4.61 | 4.15 | 0.46 | | 2005 | | | 2.07 | 1.80 | 0.27 | | 2004 | | | 3.74 | 3.91 | -0.17 | | 2003 | | | 4.16 | 5.10 | -0.94 | | 2002 | | | 9.67 | 8.04 | 1.63 | | 2001 | | | 7.94 | 7.64 | 0.30 | | 2000 | | | 11.89 | 9.44 | 2.45 | | 1999 | | | -2.18 | -1.35 | -0.83 |
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| PAST QUARTERLY RETURNS (%) FOR
WBRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.00 | 2.60 | 4.93 | N/A | | 2008 | 1.77 | -1.03 | -1.39 | 7.37 | | 2007 | 1.46 | -0.47 | 2.56 | 2.64 | | 2006 | -0.70 | -0.08 | 3.71 | 1.66 | | 2005 | -0.64 | 2.92 | -0.68 | 0.49 | | 2004 | 2.81 | -3.09 | 3.24 | 0.86 | | 2003 | 1.57 | 3.33 | -0.68 | -0.09 | | 2002 | -0.92 | 3.02 | 5.77 | 1.58 | | 2001 | 2.70 | 0.22 | 4.56 | 0.29 | | 2000 | 3.41 | 1.15 | 2.65 | 4.20 | | 1999 | N/A | N/A | N/A | -0.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 945 | 1126 | 83.93 | | 1-Month | 724 | 1168 | 61.99 | | 3-Month | 891 | 1158 | 76.94 | | 6-Month | 638 | 1140 | 55.96 | | 1-Year | 809 | 1120 | 72.23 | | 3-Year | 102 | 970 | 10.52 | | 5-Year | 99 | 854 | 11.59 |
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0.83% Nasdaq 
0.06 (0.60%) 
Performance
