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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.13% | | 5-Year Average Return: | -1.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.71% | |
Worst 1-Yr Total Return (2008): | -39.67% | |
Best 3-Yr Total Return (2005-7): | 4.75% | |
Worst 3-Yr Total Return (2006-8): | -12.21% |
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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 | WCATX | Category | Diff | Index* | Diff | | Year To Date | 30.13 | 31.20 | -1.07 | 24.07 | 6.06 | | 1-Month | 5.54 | 5.67 | -0.13 | 6.00 | -0.46 | | 3-Month | 8.23 | 8.18 | 0.05 | 7.91 | 0.32 | | 1-Year | 36.98 | 34.04 | 2.94 | 25.39 | 11.59 | | 3-Year | -4.71 | -3.89 | -0.82 | -5.79 | 1.08 | | 5-Year | -1.07 | 1.25 | -2.32 | 0.71 | -1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.63 | 43.84 | 2.79 | 45.76 | 0.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.31 | -18.03 | 1.72 | -18.25 | 1.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.67 | -40.67 | 1.00 | | 2007 | | | 9.71 | 13.35 | -3.64 | | 2006 | | | 2.24 | 7.05 | -4.81 | | 2005 | | | 2.48 | 6.71 | -4.23 | | 2004 | | | 9.14 | 7.81 | 1.33 | | 2003 | | | 25.38 | 28.66 | -3.28 | | 2002 | | | -32.42 | -27.64 | -4.78 | | 2001 | | | -24.74 | -22.30 | -2.44 | | 2000 | | | -5.66 | -13.05 | 7.39 | | 1999 | | | 47.47 | 38.87 | 8.60 |
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| PAST QUARTERLY RETURNS (%) FOR
WCATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.21 | 16.87 | 14.27 | N/A | | 2008 | -12.47 | -0.43 | -11.89 | -21.44 | | 2007 | 0.89 | 6.75 | 2.69 | -0.80 | | 2006 | 2.12 | -6.11 | 2.90 | 3.62 | | 2005 | -6.76 | 2.79 | 3.75 | 3.06 | | 2004 | 1.02 | 3.02 | -5.27 | 10.71 | | 2003 | -1.53 | 14.48 | 1.43 | 9.65 | | 2002 | -6.66 | -19.42 | -14.04 | 4.53 | | 2001 | -16.54 | 2.85 | -23.29 | 14.30 | | 2000 | 13.96 | -6.74 | 2.42 | -13.34 | | 1999 | N/A | N/A | N/A | 32.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 490 | 1818 | 26.95 | | 1-Month | 19 | 1906 | 1.00 | | 3-Month | 57 | 1904 | 2.99 | | 6-Month | 839 | 1866 | 44.96 | | 1-Year | 293 | 1815 | 16.14 | | 3-Year | 584 | 1537 | 38.00 | | 5-Year | 863 | 1273 | 67.79 |
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0.20% Nasdaq 
0.16%
Performance
