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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.12% | | 5-Year Average Return: | 2.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.25% | |
Worst 1-Yr Total Return (2008): | -2.12% | |
Best 3-Yr Total Return (2004-6): | 2.85% | |
Worst 3-Yr Total Return (2006-8): | 1.04% |
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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 | WBRRX | Category | Diff | Index* | Diff | | Year To Date | 9.12 | 9.09 | 0.03 | 6.24 | 2.88 | | 1-Month | 0.60 | 0.68 | -0.08 | 0.49 | 0.11 | | 3-Month | 1.83 | 2.53 | -0.7 | 2.60 | -0.77 | | 1-Year | 14.84 | 9.59 | 5.25 | 13.79 | 1.05 | | 3-Year | 2.81 | 3.61 | -0.8 | 6.35 | -3.54 | | 5-Year | 2.79 | 3.21 | -0.42 | 5.05 | -2.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.54 | 7.68 | 1.86 | 7.06 | 2.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.44 | 4.17 | 3.27 | 7.94 | -0.5 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 0.35 | 2.21 | -1.86 |
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| PAST QUARTERLY RETURNS (%) FOR
WBRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.12 | 4.59 | 3.59 | N/A | | 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 | | 1999 | N/A | N/A | N/A | -0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 205 | 419 | 48.93 | | 1-Month | 174 | 435 | 40.00 | | 3-Month | 269 | 434 | 61.98 | | 6-Month | 163 | 420 | 38.81 | | 1-Year | 49 | 419 | 11.69 | | 3-Year | 213 | 360 | 59.17 | | 5-Year | 180 | 305 | 59.02 |
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0.22% Nasdaq 
0.03 (0.33%) 
Performance
