|
| Morningstar Return Rating: | Average | | Year to Date Return: | 11.98% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.20% | |
Worst 1-Yr Total Return (2008): | -15.44% | |
Best 3-Yr Total Return (2006-8): | -0.64% | |
Worst 3-Yr Total Return (2006-8): | -0.64% |
|
| 1-Year: | -0.05% | | 3-Year: | 0.17% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCAAX | Category | Diff | Index* | Diff | | Year To Date | 11.98 | 16.51 | -4.53 | N/A | N/A | | 1-Month | 0.21 | -0.33 | 0.54 | N/A | N/A | | 3-Month | 3.80 | 4.50 | -0.7 | N/A | N/A | | 1-Year | 14.64 | 15.92 | -1.28 | N/A | N/A | | 3-Year | 0.92 | 0.19 | 0.73 | N/A | N/A | | 5-Year | N/A | 2.75 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.72 | 25.13 | -5.41 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.05 | -3.25 | -0.8 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.44 | -18.61 | 3.17 | | 2007 | | | 6.22 | 4.53 | 1.69 | | 2006 | | | 9.20 | 8.16 | 1.04 | | 2005 | | | N/A | 2.97 | N/A | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WCAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.76 | 8.02 | 7.49 | N/A | | 2008 | -1.63 | -0.07 | -7.19 | -7.32 | | 2007 | 1.77 | 1.24 | 2.39 | 0.68 | | 2006 | 3.10 | -0.65 | 2.76 | 3.75 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 637 | 0.00 | | 1-Month | 0 | 644 | 0.00 | | 3-Month | 0 | 644 | 0.00 | | 6-Month | 484 | 638 | 75.86 | | 1-Year | | 633 | N/A | | 3-Year | | 506 | N/A | | 5-Year | | 343 | N/A |
|
|
|
|
|