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| Morningstar Return Rating: | Average | | Year to Date Return: | 55.39% | | 5-Year Average Return: | 1.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 27.24% | |
Worst 1-Yr Total Return (2008): | -46.85% | |
Best 3-Yr Total Return (2004-6): | 13.68% | |
Worst 3-Yr Total Return (2006-8): | -15.96% |
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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 | WBSNX | Category | Diff | Index* | Diff | | Year To Date | 55.39 | 21.65 | 33.74 | 17.05 | 38.34 | | 1-Month | -6.20 | -5.90 | -0.3 | -1.86 | -4.34 | | 3-Month | 1.83 | 2.07 | -0.24 | 5.48 | -3.65 | | 1-Year | 41.07 | 13.17 | 27.9 | 9.80 | 31.27 | | 3-Year | -6.46 | -7.45 | 0.99 | -7.02 | 0.56 | | 5-Year | 1.12 | 0.22 | 0.9 | 0.33 | 0.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.18 | 52.20 | 29.98 | 45.76 | 36.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.28 | -18.89 | 16.61 | -18.25 | 15.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBSNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.85 | -41.55 | -5.30 | | 2007 | | | -2.15 | 7.59 | -9.74 | | 2006 | | | 14.12 | 10.81 | 3.31 | | 2005 | | | 1.18 | 6.02 | -4.84 | | 2004 | | | 27.24 | 12.41 | 14.83 | | 2003 | | | 61.87 | 45.54 | 16.33 | | 2002 | | | -17.25 | -27.88 | 10.63 | | 2001 | | | 25.99 | -8.91 | 34.90 | | 2000 | | | 33.68 | -3.85 | 37.53 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WBSNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.44 | 37.12 | 19.09 | N/A | | 2008 | -14.72 | -1.91 | -9.34 | -29.92 | | 2007 | 2.05 | 6.79 | -2.20 | -8.19 | | 2006 | 11.99 | -5.49 | 0.80 | 6.96 | | 2005 | -5.05 | 0.94 | 7.38 | -1.69 | | 2004 | 8.75 | 2.57 | -1.81 | 16.17 | | 2003 | -3.94 | 30.20 | 12.35 | 15.19 | | 2002 | -0.42 | -3.94 | -21.37 | 10.02 | | 2001 | -6.38 | 26.70 | -18.45 | 30.24 | | 2000 | 49.66 | -2.16 | 11.60 | -18.19 | | 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 | 574 | 820 | 70.00 | | 3-Month | 548 | 819 | 66.91 | | 6-Month | 56 | 800 | 7.00 | | 1-Year | 16 | 783 | 2.04 | | 3-Year | 231 | 669 | 34.53 | | 5-Year | 194 | 554 | 35.02 |
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