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| Morningstar Return Rating: | Average | | Year to Date Return: | 55.77% | | 5-Year Average Return: | 1.41% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 27.54% | |
Worst 1-Yr Total Return (2008): | -46.70% | |
Best 3-Yr Total Return (2004-6): | 13.98% | |
Worst 3-Yr Total Return (2006-8): | -15.73% |
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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 | WBSIX | Category | Diff | Index* | Diff | | Year To Date | 55.77 | 21.65 | 34.12 | 17.05 | 38.72 | | 1-Month | -6.15 | -5.90 | -0.25 | -1.86 | -4.29 | | 3-Month | 1.89 | 2.07 | -0.18 | 5.48 | -3.59 | | 1-Year | 41.47 | 13.17 | 28.3 | 9.80 | 31.67 | | 3-Year | -6.19 | -7.45 | 1.26 | -7.02 | 0.83 | | 5-Year | 1.41 | 0.22 | 1.19 | 0.33 | 1.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.52 | 52.20 | 30.32 | 45.76 | 36.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.02 | -18.89 | 16.87 | -18.25 | 16.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.70 | -41.55 | -5.15 | | 2007 | | | -1.88 | 7.59 | -9.47 | | 2006 | | | 14.42 | 10.81 | 3.61 | | 2005 | | | 1.48 | 6.02 | -4.54 | | 2004 | | | 27.54 | 12.41 | 15.13 | | 2003 | | | 62.15 | 45.54 | 16.61 | | 2002 | | | -17.00 | -27.88 | 10.88 | | 2001 | | | 26.33 | -8.91 | 35.24 | | 2000 | | | 33.87 | -3.85 | 37.72 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WBSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.48 | 37.26 | 19.16 | N/A | | 2008 | -14.65 | -1.86 | -9.30 | -29.84 | | 2007 | 2.12 | 6.87 | -2.15 | -8.11 | | 2006 | 12.04 | -5.43 | 0.86 | 7.07 | | 2005 | -4.95 | 0.97 | 7.44 | -1.58 | | 2004 | 8.81 | 2.63 | -1.79 | 16.29 | | 2003 | -3.91 | 30.27 | 12.43 | 15.21 | | 2002 | -0.36 | -3.86 | -21.32 | 10.12 | | 2001 | -6.30 | 27.85 | -19.06 | 30.28 | | 2000 | 49.66 | -2.03 | 11.58 | -18.17 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 7 | 790 | 0.89 | | 1-Month | 565 | 820 | 68.90 | | 3-Month | 540 | 819 | 65.93 | | 6-Month | 48 | 800 | 6.00 | | 1-Year | 15 | 783 | 1.92 | | 3-Year | 200 | 669 | 29.90 | | 5-Year | 181 | 554 | 32.67 |
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0.18% Nasdaq 
0.42%
Performance
