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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.69% | | 5-Year Average Return: | 1.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.78% | |
Worst 1-Yr Total Return (2008): | -25.85% | |
Best 3-Yr Total Return (2004-6): | 11.10% | |
Worst 3-Yr Total Return (2006-8): | -5.16% |
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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 | WBVDX | Category | Diff | Index* | Diff | | Year To Date | 13.69 | 19.19 | -5.5 | 17.05 | -3.36 | | 1-Month | -5.11 | -5.16 | 0.05 | -1.86 | -3.25 | | 3-Month | 2.71 | 4.11 | -1.4 | 5.48 | -2.77 | | 1-Year | 6.05 | 11.22 | -5.17 | 9.80 | -3.75 | | 3-Year | -6.70 | -7.72 | 1.02 | -7.02 | 0.32 | | 5-Year | 1.32 | 1.02 | 0.3 | 0.33 | 0.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.08 | 60.83 | -10.75 | 45.76 | 4.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.55 | -15.36 | -2.19 | -18.25 | 0.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WBVDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.85 | -32.24 | 6.39 | | 2007 | | | -5.54 | -6.08 | 0.54 | | 2006 | | | 21.78 | 16.27 | 5.51 | | 2005 | | | 0.49 | 6.40 | -5.91 | | 2004 | | | 12.05 | 21.14 | -9.09 | | 2003 | | | 39.31 | 42.38 | -3.07 | | 2002 | | | -10.70 | -10.12 | -0.58 | | 2001 | | | 17.39 | 15.92 | 1.47 | | 2000 | | | 18.85 | 18.64 | 0.21 | | 1999 | | | 6.10 | 6.78 | -0.68 |
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| PAST QUARTERLY RETURNS (%) FOR
WBVDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.85 | 18.12 | 20.53 | N/A | | 2008 | -5.31 | -0.37 | 2.34 | -23.20 | | 2007 | 2.27 | 4.09 | -6.70 | -4.90 | | 2006 | 11.57 | -2.70 | 4.44 | 7.41 | | 2005 | -7.09 | 2.61 | -1.57 | 7.09 | | 2004 | 6.97 | -1.61 | -2.56 | 9.26 | | 2003 | -11.12 | 25.16 | 6.85 | 17.21 | | 2002 | 11.96 | 0.20 | -21.71 | 1.69 | | 2001 | 3.40 | 12.66 | -10.23 | 12.27 | | 2000 | 11.57 | 0.20 | 0.07 | 6.25 | | 1999 | N/A | N/A | N/A | 10.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 292 | 390 | 74.87 | | 1-Month | 255 | 406 | 62.81 | | 3-Month | 356 | 405 | 87.90 | | 6-Month | 269 | 396 | 67.93 | | 1-Year | 218 | 381 | 57.22 | | 3-Year | 110 | 317 | 34.70 | | 5-Year | 111 | 242 | 45.87 |
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1.00% Nasdaq 0.00%
Performance
