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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.46% | | 5-Year Average Return: | 2.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.50% | |
Worst 1-Yr Total Return (2008): | -34.72% | |
Best 3-Yr Total Return (2005-7): | 12.16% | |
Worst 3-Yr Total Return (2006-8): | -5.25% |
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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 | WCEYX | Category | Diff | Index* | Diff | | Year To Date | 21.46 | 31.20 | -9.74 | 24.07 | -2.61 | | 1-Month | 5.10 | 5.67 | -0.57 | 6.00 | -0.9 | | 3-Month | 5.48 | 8.18 | -2.7 | 7.91 | -2.43 | | 1-Year | 21.76 | 34.04 | -12.28 | 25.39 | -3.63 | | 3-Year | -3.16 | -3.89 | 0.73 | -5.79 | 2.63 | | 5-Year | 2.58 | 1.25 | 1.33 | 0.71 | 1.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.64 | 43.84 | -1.2 | 45.76 | -3.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.95 | -18.03 | 1.08 | -18.25 | 1.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCEYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.72 | -40.67 | 5.95 | | 2007 | | | 13.82 | 13.35 | 0.47 | | 2006 | | | 14.50 | 7.05 | 7.45 | | 2005 | | | 8.26 | 6.71 | 1.55 | | 2004 | | | 9.65 | 7.81 | 1.84 | | 2003 | | | 17.08 | 28.66 | -11.58 | | 2002 | | | -22.52 | -27.64 | 5.12 | | 2001 | | | -15.11 | -22.30 | 7.19 | | 2000 | | | 9.48 | -13.05 | 22.53 | | 1999 | | | 12.96 | 38.87 | -25.91 |
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| PAST QUARTERLY RETURNS (%) FOR
WCEYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.80 | 14.15 | 17.49 | N/A | | 2008 | -10.50 | 2.96 | -10.90 | -20.49 | | 2007 | 0.19 | 7.82 | 5.92 | -0.53 | | 2006 | 5.55 | 1.03 | 2.32 | 4.93 | | 2005 | 0.64 | 1.28 | 4.11 | 2.02 | | 2004 | -1.53 | 2.39 | 0.35 | 8.37 | | 2003 | -5.51 | 12.10 | -0.91 | 11.55 | | 2002 | -1.92 | -12.08 | -16.71 | 7.88 | | 2001 | -14.01 | 3.46 | -14.96 | 12.20 | | 2000 | 11.57 | 0.07 | 1.49 | -3.38 | | 1999 | N/A | N/A | N/A | 11.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1654 | 1818 | 90.98 | | 1-Month | 1906 | 1906 | 100.00 | | 3-Month | 1846 | 1904 | 96.95 | | 6-Month | 1156 | 1866 | 61.95 | | 1-Year | 1486 | 1815 | 81.87 | | 3-Year | 586 | 1537 | 38.13 | | 5-Year | 252 | 1273 | 19.80 |
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0.28% Nasdaq 
Performance
