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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.05% | | 5-Year Average Return: | 3.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.30% | |
Worst 1-Yr Total Return (2008): | -35.57% | |
Best 3-Yr Total Return (2005-7): | 12.73% | |
Worst 3-Yr Total Return (2006-8): | -5.43% |
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| 1-Year: | -0.79% | | 3-Year: | 1.45% | | 5-Year: | 4.64% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WCTMX | Category | Diff | Index* | Diff | | Year To Date | 20.05 | 24.15 | -4.1 | 17.05 | 3 | | 1-Month | -2.54 | -2.25 | -0.29 | -1.86 | -0.68 | | 3-Month | 2.22 | 4.52 | -2.3 | 5.48 | -3.26 | | 1-Year | 12.03 | 15.35 | -3.32 | 9.80 | 2.23 | | 3-Year | -0.18 | -4.95 | 4.77 | -7.02 | 6.84 | | 5-Year | 3.70 | 0.99 | 2.71 | 0.33 | 3.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.99 | 42.81 | -8.82 | 45.76 | -11.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.30 | -17.14 | 1.84 | -18.25 | 2.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WCTMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.57 | -40.67 | 5.10 | | 2007 | | | 24.30 | 13.35 | 10.95 | | 2006 | | | 5.62 | 7.05 | -1.43 | | 2005 | | | 9.13 | 6.71 | 2.42 | | 2004 | | | 10.79 | 7.81 | 2.98 | | 2003 | | | 23.72 | 28.66 | -4.94 | | 2002 | | | -17.30 | -27.64 | 10.34 | | 2001 | | | -22.82 | -22.30 | -0.52 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WCTMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.56 | 13.49 | 10.26 | N/A | | 2008 | -8.72 | -0.46 | -12.83 | -18.64 | | 2007 | 0.83 | 6.52 | 12.62 | 2.76 | | 2006 | 1.65 | -4.33 | 2.60 | 5.85 | | 2005 | -2.76 | 3.21 | 4.91 | 3.65 | | 2004 | 2.80 | 3.24 | -5.40 | 10.34 | | 2003 | 0.33 | 11.00 | 2.37 | 8.53 | | 2002 | -4.50 | -7.42 | -8.94 | 2.71 | | 2001 | -18.19 | 5.01 | -18.73 | 10.54 | | 2000 | N/A | 5.60 | -4.17 | -6.03 | | 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 | 1243 | 1802 | 68.98 | | 1-Month | 850 | 1890 | 44.97 | | 3-Month | 1394 | 1884 | 73.99 | | 6-Month | 1772 | 1827 | 96.99 | | 1-Year | 1125 | 1797 | 62.60 | | 3-Year | 71 | 1518 | 4.68 | | 5-Year | 109 | 1251 | 8.71 |
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0.34% Nasdaq 
Performance
