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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.36% | | 5-Year Average Return: | 2.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 2.64% | |
Worst 1-Yr Total Return (2008): | -2.07% | |
Best 3-Yr Total Return (2004-6): | 2.07% | |
Worst 3-Yr Total Return (2006-8): | 0.89% |
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| 1-Year: | 12.34% | | 3-Year: | 4.46% | | 5-Year: | 3.40% | | 10-Year: | 3.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCMBX | Category | Diff | Index* | Diff | | Year To Date | 11.36 | 9.93 | 1.43 | 11.61 | -0.25 | | 1-Month | -1.67 | -1.98 | 0.31 | -2.10 | 0.43 | | 3-Month | 3.48 | 2.42 | 1.06 | 3.15 | 0.33 | | 1-Year | 12.36 | 11.08 | 1.28 | 13.60 | -1.24 | | 3-Year | 3.70 | 3.42 | 0.28 | 4.17 | -0.47 | | 5-Year | 2.92 | 3.14 | -0.22 | 4.15 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.03 | 8.38 | 0.65 | 9.40 | -0.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.51 | 4.57 | 0.94 | 5.67 | -0.16 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.07 | -2.32 | 0.25 | | 2007 | | | 2.15 | 2.75 | -0.60 | | 2006 | | | 2.64 | 3.67 | -1.03 | | 2005 | | | 1.06 | 1.80 | -0.74 | | 2004 | | | 2.51 | 2.83 | -0.32 | | 2003 | | | 3.83 | 4.10 | -0.27 | | 2002 | | | 8.19 | 8.57 | -0.38 | | 2001 | | | 0.98 | 4.39 | -3.41 | | 2000 | | | 8.90 | 9.16 | -0.26 | | 1999 | | | N/A | -2.06 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.87 | 2.29 | 6.59 | N/A | | 2008 | 0.12 | -0.19 | -2.08 | 0.08 | | 2007 | 0.52 | -0.75 | 1.61 | 0.77 | | 2006 | -0.36 | -0.20 | 2.59 | 0.62 | | 2005 | -0.92 | 2.31 | -0.62 | 0.32 | | 2004 | 1.05 | -2.63 | 3.59 | 0.58 | | 2003 | 0.82 | 2.48 | -0.48 | 0.98 | | 2002 | 0.52 | 3.67 | 4.87 | -1.00 | | 2001 | 1.68 | 0.82 | 0.88 | -2.34 | | 2000 | 2.93 | 0.49 | 2.25 | 2.96 | | 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 | 86 | 262 | 32.82 | | 1-Month | 209 | 272 | 76.84 | | 3-Month | 54 | 272 | 19.85 | | 6-Month | 61 | 269 | 22.68 | | 1-Year | 59 | 260 | 22.69 | | 3-Year | 78 | 234 | 33.33 | | 5-Year | 112 | 209 | 53.59 |
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