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| Morningstar Return Rating: | High | | Year to Date Return: | 26.60% | | 5-Year Average Return: | 6.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.78% | |
Worst 1-Yr Total Return (2008): | -33.92% | |
Best 3-Yr Total Return (2005-7): | 14.79% | |
Worst 3-Yr Total Return (2006-8): | -4.77% |
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| 1-Year: | 6.36% | | 3-Year: | 3.10% | | 5-Year: | 8.53% | | 10-Year: | 5.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCSTX | Category | Diff | Index* | Diff | | Year To Date | 26.60 | 44.15 | -17.55 | 17.05 | 9.55 | | 1-Month | -3.77 | -3.44 | -0.33 | -1.86 | -1.91 | | 3-Month | 1.56 | 4.68 | -3.12 | 5.48 | -3.92 | | 1-Year | 25.49 | 31.89 | -6.4 | 9.80 | 15.69 | | 3-Year | 1.40 | -1.81 | 3.21 | -7.02 | 8.42 | | 5-Year | 6.60 | 2.63 | 3.97 | 0.33 | 6.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.80 | 57.15 | -13.35 | 45.76 | -1.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.47 | -10.30 | 3.83 | -18.25 | 11.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.92 | -45.33 | 11.41 | | 2007 | | | 22.78 | 16.12 | 6.66 | | 2006 | | | 6.45 | 7.08 | -0.63 | | 2005 | | | 15.73 | 5.76 | 9.97 | | 2004 | | | 14.88 | 4.24 | 10.64 | | 2003 | | | 30.03 | 55.77 | -25.74 | | 2002 | | | -27.82 | -42.86 | 15.04 | | 2001 | | | -14.62 | -36.89 | 22.27 | | 2000 | | | -15.01 | -31.36 | 16.35 | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.42 | 14.34 | 13.46 | N/A | | 2008 | -9.54 | 2.15 | -12.32 | -18.44 | | 2007 | 4.26 | 7.88 | 6.94 | 2.08 | | 2006 | 5.46 | -5.46 | 3.98 | 2.68 | | 2005 | -3.11 | 6.52 | 7.23 | 4.57 | | 2004 | 3.21 | 2.31 | -4.96 | 14.47 | | 2003 | -1.86 | 9.78 | 6.47 | 13.36 | | 2002 | -7.04 | -15.75 | -9.84 | 2.22 | | 2001 | -20.15 | 5.75 | -12.65 | 15.76 | | 2000 | 18.23 | -17.76 | 1.51 | -13.88 | | 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 | 209 | 220 | 95.00 | | 1-Month | 196 | 234 | 83.76 | | 3-Month | 193 | 228 | 84.65 | | 6-Month | 190 | 222 | 85.59 | | 1-Year | 156 | 212 | 73.58 | | 3-Year | 32 | 203 | 15.76 | | 5-Year | 17 | 190 | 8.95 |
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0.18% Nasdaq 
0.42%
Performance
