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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.84% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.20% | |
Worst 1-Yr Total Return (2008): | -35.54% | |
Best 3-Yr Total Return (2005-7): | 12.77% | |
Worst 3-Yr Total Return (2006-8): | -5.38% |
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| 1-Year: | -4.79% | | 3-Year: | 0.50% | | 5-Year: | 4.34% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WBTMX | Category | Diff | Index* | Diff | | Year To Date | 19.84 | 24.15 | -4.31 | 17.05 | 2.79 | | 1-Month | -2.63 | -2.25 | -0.38 | -1.86 | -0.77 | | 3-Month | 2.10 | 4.52 | -2.42 | 5.48 | -3.38 | | 1-Year | 11.86 | 15.35 | -3.49 | 9.80 | 2.06 | | 3-Year | -0.18 | -4.95 | 4.77 | -7.02 | 6.84 | | 5-Year | 3.71 | 0.99 | 2.72 | 0.33 | 3.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.85 | 42.81 | -8.96 | 45.76 | -11.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.43 | -17.14 | 1.71 | -18.25 | 2.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBTMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.54 | -40.67 | 5.13 | | 2007 | | | 24.20 | 13.35 | 10.85 | | 2006 | | | 5.82 | 7.05 | -1.23 | | 2005 | | | 9.11 | 6.71 | 2.40 | | 2004 | | | 10.76 | 7.81 | 2.95 | | 2003 | | | 23.85 | 28.66 | -4.81 | | 2002 | | | -17.28 | -27.64 | 10.36 | | 2001 | | | -22.79 | -22.30 | -0.49 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WBTMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.69 | 13.59 | 10.22 | N/A | | 2008 | -8.70 | -0.55 | -12.80 | -18.59 | | 2007 | 0.73 | 6.60 | 12.57 | 2.75 | | 2006 | 1.76 | -4.43 | 2.60 | 6.06 | | 2005 | -2.88 | 3.33 | 4.90 | 3.64 | | 2004 | 2.66 | 3.23 | -5.39 | 10.46 | | 2003 | 0.33 | 10.98 | 2.36 | 8.66 | | 2002 | -4.49 | -7.55 | -8.78 | 2.70 | | 2001 | -18.28 | 5.01 | -18.73 | 10.69 | | 2000 | N/A | 5.60 | -4.17 | -5.93 | | 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 | 1261 | 1802 | 69.98 | | 1-Month | 774 | 1890 | 40.95 | | 3-Month | 1356 | 1884 | 71.97 | | 6-Month | 1772 | 1827 | 96.99 | | 1-Year | 1132 | 1797 | 62.99 | | 3-Year | 72 | 1518 | 4.74 | | 5-Year | 106 | 1251 | 8.47 |
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0.01% Nasdaq 
0.22%
Performance
