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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.90% | | 5-Year Average Return: | 1.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.41% | |
Worst 1-Yr Total Return (2008): | -35.51% | |
Best 3-Yr Total Return (2005-7): | 10.97% | |
Worst 3-Yr Total Return (2006-8): | -6.25% |
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| 1-Year: | -10.84% | | 3-Year: | -4.20% | | 5-Year: | 2.10% | | 10-Year: | 0.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCEBX | Category | Diff | Index* | Diff | | Year To Date | 19.90 | 31.20 | -11.3 | 24.07 | -4.17 | | 1-Month | 4.92 | 5.67 | -0.75 | 6.00 | -1.08 | | 3-Month | 5.06 | 8.18 | -3.12 | 7.91 | -2.85 | | 1-Year | 20.15 | 34.04 | -13.89 | 25.39 | -5.24 | | 3-Year | -4.33 | -3.89 | -0.44 | -5.79 | 1.46 | | 5-Year | 1.40 | 1.25 | 0.15 | 0.71 | 0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.38 | 43.84 | -2.46 | 45.76 | -4.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.01 | -18.03 | 0.02 | -18.25 | 0.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.51 | -40.67 | 5.16 | | 2007 | | | 12.65 | 13.35 | -0.70 | | 2006 | | | 13.41 | 7.05 | 6.36 | | 2005 | | | 6.98 | 6.71 | 0.27 | | 2004 | | | 8.31 | 7.81 | 0.50 | | 2003 | | | 16.08 | 28.66 | -12.58 | | 2002 | | | -23.40 | -27.64 | 4.24 | | 2001 | | | -15.95 | -22.30 | 6.35 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 13.72 | 17.14 | N/A | | 2008 | -10.74 | 2.66 | -11.16 | -20.78 | | 2007 | -0.11 | 7.49 | 5.68 | -0.73 | | 2006 | 5.43 | 0.72 | 1.94 | 4.75 | | 2005 | 0.35 | 1.04 | 3.78 | 1.66 | | 2004 | -2.02 | 2.31 | 0.00 | 8.04 | | 2003 | -5.70 | 11.78 | -1.11 | 11.36 | | 2002 | -2.13 | -12.36 | -16.84 | 7.38 | | 2001 | -14.26 | 3.28 | -15.18 | 11.90 | | 2000 | N/A | N/A | N/A | -3.64 | | 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 | 1672 | 1818 | 91.97 | | 1-Month | 1848 | 1906 | 96.96 | | 3-Month | 1846 | 1904 | 96.95 | | 6-Month | 1380 | 1866 | 73.95 | | 1-Year | 1468 | 1815 | 80.88 | | 3-Year | 838 | 1537 | 54.52 | | 5-Year | 465 | 1273 | 36.53 |
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0.83% Nasdaq 
Performance
