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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.55% | | 5-Year Average Return: | 2.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.75% | |
Worst 1-Yr Total Return (2008): | -35.22% | |
Best 3-Yr Total Return (2005-7): | 12.09% | |
Worst 3-Yr Total Return (2006-8): | -5.39% |
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| 1-Year: | -6.75% | | 3-Year: | -3.16% | | 5-Year: | 3.18% | | 10-Year: | 0.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCCIX | Category | Diff | Index* | Diff | | Year To Date | 14.55 | 24.15 | -9.6 | 17.05 | -2.5 | | 1-Month | -3.35 | -2.25 | -1.1 | -1.86 | -1.49 | | 3-Month | 3.84 | 4.52 | -0.68 | 5.48 | -1.64 | | 1-Year | 5.69 | 15.35 | -9.66 | 9.80 | -4.11 | | 3-Year | -4.64 | -4.95 | 0.31 | -7.02 | 2.38 | | 5-Year | 2.11 | 0.99 | 1.12 | 0.33 | 1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.77 | 42.81 | -1.04 | 45.76 | -3.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.81 | -17.14 | -0.67 | -18.25 | 0.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.22 | -40.67 | 5.45 | | 2007 | | | 12.94 | 13.35 | -0.41 | | 2006 | | | 15.75 | 7.05 | 8.70 | | 2005 | | | 7.72 | 6.71 | 1.01 | | 2004 | | | 8.58 | 7.81 | 0.77 | | 2003 | | | 16.24 | 28.66 | -12.42 | | 2002 | | | -22.90 | -27.64 | 4.74 | | 2001 | | | -16.24 | -22.30 | 6.06 | | 2000 | | | 8.46 | -13.05 | 21.51 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.11 | 13.99 | 16.97 | N/A | | 2008 | -10.79 | 2.88 | -11.19 | -20.53 | | 2007 | 0.00 | 7.60 | 5.78 | -0.77 | | 2006 | 6.31 | 1.93 | 1.99 | 4.74 | | 2005 | 0.37 | 1.28 | 3.80 | 2.09 | | 2004 | -1.80 | 2.03 | 0.20 | 8.15 | | 2003 | -5.57 | 11.79 | -1.10 | 11.33 | | 2002 | -2.15 | -11.88 | -16.60 | 7.21 | | 2001 | -14.88 | 3.53 | -14.94 | 11.74 | | 2000 | 11.44 | -0.22 | 1.00 | -3.42 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1585 | 1802 | 87.96 | | 1-Month | 1398 | 1890 | 73.97 | | 3-Month | 1507 | 1884 | 79.99 | | 6-Month | 876 | 1827 | 47.95 | | 1-Year | 1310 | 1797 | 72.90 | | 3-Year | 584 | 1518 | 38.47 | | 5-Year | 242 | 1251 | 19.34 |
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1.23% Nasdaq 0.00%
Performance
