|
| Morningstar Return Rating: | Average | | Year to Date Return: | 1.40% | | 5-Year Average Return: | 3.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 9.50% | |
Worst 1-Yr Total Return (2008): | -2.12% | |
Best 3-Yr Total Return (2007-9): | 2.70% | |
Worst 3-Yr Total Return (2006-8): | 1.04% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBRRX | Category | Diff | Index* | Diff | | Year To Date | 1.40 | 1.03 | 0.37 | 1.53 | -0.13 | | 1-Month | 1.40 | 1.03 | 0.37 | 1.53 | -0.13 | | 3-Month | 1.75 | 1.45 | 0.3 | 1.23 | 0.52 | | 1-Year | 12.26 | 9.51 | 2.75 | 8.51 | 3.75 | | 3-Year | 3.15 | 3.73 | -0.58 | 6.60 | -3.45 | | 5-Year | 3.07 | 3.49 | -0.42 | 5.16 | -2.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.54 | 7.56 | 1.98 | 7.06 | 2.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.44 | 4.25 | 3.19 | 7.94 | -0.5 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBRRX | Category | Diff | | 2009 | | | 9.50 | 9.30 | 0.20 | | 2008 | | | -2.12 | -4.23 | 2.11 | | 2007 | | | 1.08 | 4.29 | -3.21 | | 2006 | | | 4.25 | 4.05 | 0.20 | | 2005 | | | 1.71 | 1.45 | 0.26 | | 2004 | | | 2.61 | 1.63 | 0.98 | | 2003 | | | 3.68 | 2.54 | 1.14 | | 2002 | | | 7.91 | 5.47 | 2.44 | | 2001 | | | 7.18 | 7.27 | -0.09 | | 2000 | | | 9.99 | 7.59 | 2.40 |
|
| PAST QUARTERLY RETURNS (%) FOR
WBRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.12 | 4.59 | 3.59 | 0.95 | | 2008 | 1.48 | -1.59 | -3.90 | 1.98 | | 2007 | 1.16 | -0.70 | 0.32 | 0.30 | | 2006 | -0.05 | 0.29 | 2.77 | 1.20 | | 2005 | -0.69 | 2.03 | -0.17 | 0.55 | | 2004 | 1.32 | -1.73 | 2.25 | 0.80 | | 2003 | 1.07 | 1.89 | 0.23 | 0.44 | | 2002 | -0.27 | 3.45 | 3.58 | 0.98 | | 2001 | 3.01 | 0.46 | 4.16 | -0.56 | | 2000 | 1.75 | 1.60 | 2.52 | 3.78 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 94 | 451 | 20.84 | | 1-Month | 157 | 451 | 34.81 | | 3-Month | 89 | 445 | 20.00 | | 6-Month | 234 | 443 | 52.82 | | 1-Year | 110 | 428 | 25.70 | | 3-Year | 218 | 383 | 56.92 | | 5-Year | 182 | 314 | 57.96 |
|
|
|
|
|
1.52% Nasdaq 0.00%
0.01 (0.11%) 
Performance
