|
| Morningstar Return Rating: | Average | | Year to Date Return: | 21.09% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.36% | |
Worst 1-Yr Total Return (2008): | -34.82% | |
Best 3-Yr Total Return (2005-7): | 11.95% | |
Worst 3-Yr Total Return (2006-8): | -5.36% |
|
| 1-Year: | -10.58% | | 3-Year: | -4.39% | | 5-Year: | 2.18% | | 10-Year: | 0.43% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCEAX | Category | Diff | Index* | Diff | | Year To Date | 21.09 | 31.20 | -10.11 | 24.07 | -2.98 | | 1-Month | 5.12 | 5.67 | -0.55 | 6.00 | -0.88 | | 3-Month | 5.39 | 8.18 | -2.79 | 7.91 | -2.52 | | 1-Year | 21.41 | 34.04 | -12.63 | 25.39 | -3.98 | | 3-Year | -3.36 | -3.89 | 0.53 | -5.79 | 2.43 | | 5-Year | 2.38 | 1.25 | 1.13 | 0.71 | 1.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.43 | 43.84 | -1.41 | 45.76 | -3.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.17 | -18.03 | 0.86 | -18.25 | 1.08 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.82 | -40.67 | 5.85 | | 2007 | | | 13.71 | 13.35 | 0.36 | | 2006 | | | 14.36 | 7.05 | 7.31 | | 2005 | | | 7.90 | 6.71 | 1.19 | | 2004 | | | 9.37 | 7.81 | 1.56 | | 2003 | | | 17.26 | 28.66 | -11.40 | | 2002 | | | -22.63 | -27.64 | 5.01 | | 2001 | | | -15.23 | -22.30 | 7.07 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WCEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.91 | 14.07 | 17.42 | N/A | | 2008 | -10.55 | 2.89 | -10.94 | -20.49 | | 2007 | 0.20 | 7.68 | 5.93 | -0.50 | | 2006 | 5.57 | 0.98 | 2.32 | 4.85 | | 2005 | 0.44 | 1.33 | 4.04 | 1.89 | | 2004 | -1.70 | 2.48 | 0.24 | 8.31 | | 2003 | -5.42 | 12.07 | -0.94 | 11.68 | | 2002 | -1.88 | -12.15 | -16.65 | 7.68 | | 2001 | -14.09 | 3.58 | -15.03 | 12.11 | | 2000 | N/A | N/A | N/A | -3.41 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1636 | 1818 | 89.99 | | 1-Month | 1810 | 1906 | 94.96 | | 3-Month | 1827 | 1904 | 95.96 | | 6-Month | 1175 | 1866 | 62.97 | | 1-Year | 1431 | 1815 | 78.84 | | 3-Year | 614 | 1537 | 39.95 | | 5-Year | 272 | 1273 | 21.37 |
|
|
|
|
|
1.27% Nasdaq 0.00%
Performance
