|
| Morningstar Return Rating: | High | | Year to Date Return: | 16.79% | | 5-Year Average Return: | 14.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 42.51% | |
Worst 1-Yr Total Return (2008): | -26.54% | |
Best 3-Yr Total Return (2005-7): | 27.72% | |
Worst 3-Yr Total Return (2006-8): | 7.66% |
|
| 1-Year: | 7.87% | | 3-Year: | 10.03% | | 5-Year: | 14.86% | | 10-Year: | 11.01% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCASX | Category | Diff | Index* | Diff | | Year To Date | 16.79 | 19.81 | -3.02 | N/A | N/A | | 1-Month | -2.68 | -1.18 | -1.5 | N/A | N/A | | 3-Month | 3.09 | 5.08 | -1.99 | N/A | N/A | | 1-Year | 17.62 | 19.31 | -1.69 | N/A | N/A | | 3-Year | 8.97 | -0.31 | 9.28 | N/A | N/A | | 5-Year | 14.21 | 5.57 | 8.64 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.24 | 33.14 | -11.9 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.55 | -3.45 | -5.1 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.54 | -28.98 | 2.44 | | 2007 | | | 42.51 | 11.39 | 31.12 | | 2006 | | | 19.19 | 16.61 | 2.58 | | 2005 | | | 22.65 | 6.56 | 16.09 | | 2004 | | | 12.14 | 15.24 | -3.10 | | 2003 | | | 10.10 | 25.32 | -15.22 | | 2002 | | | 2.25 | -2.16 | 4.41 | | 2001 | | | -11.34 | -3.23 | -8.11 | | 2000 | | | 20.40 | 0.23 | 20.17 | | 1999 | | | N/A | 21.83 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WCASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.21 | 2.83 | 13.07 | N/A | | 2008 | -1.83 | 1.54 | -18.63 | -9.44 | | 2007 | 3.22 | 8.41 | 13.31 | 12.39 | | 2006 | 11.73 | 3.07 | -2.40 | 6.05 | | 2005 | 2.11 | 0.52 | 15.42 | 3.53 | | 2004 | 3.06 | -3.54 | 3.62 | 8.87 | | 2003 | -1.28 | 3.90 | 0.78 | 6.51 | | 2002 | 1.75 | 0.75 | -1.44 | 1.20 | | 2001 | -7.62 | -1.62 | 0.55 | -2.99 | | 2000 | 14.79 | -0.13 | 0.94 | 4.04 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 116 | 272 | 42.65 | | 1-Month | 112 | 322 | 34.78 | | 3-Month | 83 | 322 | 25.78 | | 6-Month | 240 | 283 | 84.81 | | 1-Year | 83 | 244 | 34.02 | | 3-Year | 3 | 136 | 2.21 | | 5-Year | 4 | 93 | 4.30 |
|
|
|
|
|
0.22% Nasdaq 
0.08 (0.92%) 
Performance
