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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.52% | | 5-Year Average Return: | 2.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.49% | |
Worst 1-Yr Total Return (2008): | -0.89% | |
Best 3-Yr Total Return (2005-7): | 2.70% | |
Worst 3-Yr Total Return (2006-8): | 2.17% |
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| 1-Year: | 6.96% | | 3-Year: | 3.56% | | 5-Year: | 2.81% | | 10-Year: | 4.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCABX | Category | Diff | Index* | Diff | | Year To Date | 6.52 | 13.54 | -7.02 | 6.24 | 0.28 | | 1-Month | 0.26 | 0.89 | -0.63 | 0.49 | -0.23 | | 3-Month | 2.31 | 4.14 | -1.83 | 2.60 | -0.29 | | 1-Year | 10.98 | 17.86 | -6.88 | 13.79 | -2.81 | | 3-Year | 3.43 | 4.54 | -1.11 | 6.35 | -2.92 | | 5-Year | 2.72 | 3.85 | -1.13 | 5.05 | -2.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.94 | 13.81 | -6.87 | 7.06 | -0.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.78 | 6.49 | -0.71 | 7.94 | -2.16 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.89 | -4.70 | 3.81 | | 2007 | | | 4.49 | 4.70 | -0.21 | | 2006 | | | 3.00 | 4.15 | -1.15 | | 2005 | | | 0.64 | 1.80 | -1.16 | | 2004 | | | 3.13 | 3.91 | -0.78 | | 2003 | | | 4.19 | 5.10 | -0.91 | | 2002 | | | 8.17 | 8.04 | 0.13 | | 2001 | | | 6.62 | 7.64 | -1.02 | | 2000 | | | 8.28 | 9.44 | -1.16 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.49 | 1.83 | 3.83 | N/A | | 2008 | -0.03 | -1.03 | -1.41 | 1.61 | | 2007 | 1.18 | -0.77 | 2.20 | 1.83 | | 2006 | -0.80 | -0.35 | 3.23 | 0.94 | | 2005 | -0.87 | 2.43 | -1.08 | 0.20 | | 2004 | 2.40 | -2.84 | 2.91 | 0.73 | | 2003 | 1.53 | 2.42 | -0.18 | 0.38 | | 2002 | -0.31 | 3.34 | 3.86 | 1.11 | | 2001 | 2.37 | -0.10 | 4.46 | -0.21 | | 2000 | 2.24 | 0.58 | 1.78 | 3.46 | | 1999 | N/A | N/A | N/A | -0.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 987 | 1122 | 87.97 | | 1-Month | 826 | 1164 | 70.96 | | 3-Month | 1073 | 1154 | 92.98 | | 6-Month | 1019 | 1133 | 89.94 | | 1-Year | 815 | 1113 | 73.23 | | 3-Year | 601 | 957 | 62.80 | | 5-Year | 559 | 845 | 66.15 |
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0.01% Nasdaq 
0.22%
Performance
