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| Morningstar Return Rating: | Below average | | Year to Date Return: | 35.12% | | 5-Year Average Return: | 3.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 7.62% | |
Worst 1-Yr Total Return (2008): | -21.39% | |
Best 3-Yr Total Return (2004-6): | 5.35% | |
Worst 3-Yr Total Return (2006-8): | -4.75% |
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| 1-Year: | 11.64% | | 3-Year: | 3.66% | | 5-Year: | 3.85% | | 10-Year: | 3.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCHIX | Category | Diff | Index* | Diff | | Year To Date | 35.12 | 40.95 | -5.83 | 6.24 | 28.88 | | 1-Month | 0.89 | 1.53 | -0.64 | 0.49 | 0.4 | | 3-Month | 6.14 | 8.19 | -2.05 | 2.60 | 3.54 | | 1-Year | 32.73 | 35.58 | -2.85 | 13.79 | 18.94 | | 3-Year | 3.57 | 2.61 | 0.96 | 6.35 | -2.78 | | 5-Year | 3.72 | 4.05 | -0.33 | 5.05 | -1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.26 | 34.85 | -7.59 | 7.06 | 20.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.27 | 0.91 | 2.36 | 7.94 | -4.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.39 | -26.41 | 5.02 | | 2007 | | | 2.31 | 1.47 | 0.84 | | 2006 | | | 7.46 | 10.14 | -2.68 | | 2005 | | | 1.11 | 2.59 | -1.48 | | 2004 | | | 7.62 | 9.99 | -2.37 | | 2003 | | | 15.69 | 24.36 | -8.67 | | 2002 | | | -0.32 | -1.52 | 1.20 | | 2001 | | | 5.75 | 2.39 | 3.36 | | 2000 | | | -7.46 | -7.12 | -0.34 | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.81 | 14.28 | 10.76 | N/A | | 2008 | -2.57 | 1.41 | -5.40 | -15.90 | | 2007 | 2.67 | 0.22 | 0.31 | -0.88 | | 2006 | 2.14 | -0.32 | 2.07 | 3.41 | | 2005 | -1.86 | 0.89 | 1.57 | 0.53 | | 2004 | 1.63 | -0.93 | 3.54 | 3.23 | | 2003 | 3.09 | 5.39 | 2.36 | 4.03 | | 2002 | 1.53 | -3.79 | -1.42 | 3.52 | | 2001 | 4.84 | -0.94 | -2.70 | 4.65 | | 2000 | -1.92 | -0.23 | -1.05 | -4.42 | | 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 | 443 | 547 | 80.99 | | 1-Month | 536 | 577 | 92.89 | | 3-Month | 475 | 573 | 82.90 | | 6-Month | 453 | 553 | 81.92 | | 1-Year | 355 | 546 | 65.02 | | 3-Year | 171 | 471 | 36.31 | | 5-Year | 258 | 401 | 64.34 |
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