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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.57% | | 5-Year Average Return: | -1.60% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 34.12% | |
Worst 1-Yr Total Return (2008): | -38.26% | |
Best 3-Yr Total Return (2004-6): | 24.34% | |
Worst 3-Yr Total Return (2006-8): | -12.00% |
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| 1-Year: | -31.31% | | 3-Year: | -14.62% | | 5-Year: | -0.77% | | 10-Year: | 7.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WDJAX | Category | Diff | Index* | Diff | | Year To Date | 17.57 | 22.99 | -5.42 | 24.07 | -6.5 | | 1-Month | 5.72 | 6.66 | -0.94 | 6.00 | -0.28 | | 3-Month | 7.73 | 8.82 | -1.09 | 7.91 | -0.18 | | 1-Year | 40.18 | 42.04 | -1.86 | 25.39 | 14.79 | | 3-Year | -16.25 | -15.72 | -0.53 | -5.79 | -10.46 | | 5-Year | -1.60 | -1.07 | -0.53 | 0.71 | -2.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.92 | 78.85 | 3.07 | 45.76 | 36.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.34 | -30.70 | -2.64 | -18.25 | -15.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WDJAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.26 | -39.55 | 1.29 | | 2007 | | | -17.71 | -14.66 | -3.05 | | 2006 | | | 34.12 | 33.58 | 0.54 | | 2005 | | | 10.15 | 11.51 | -1.36 | | 2004 | | | 30.13 | 32.02 | -1.89 | | 2003 | | | 33.88 | 36.80 | -2.92 | | 2002 | | | 2.97 | 4.54 | -1.57 | | 2001 | | | 12.63 | 10.00 | 2.63 | | 2000 | | | 27.56 | 27.02 | 0.54 | | 1999 | | | -6.23 | -2.76 | -3.47 |
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| PAST QUARTERLY RETURNS (%) FOR
WDJAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -33.83 | 30.66 | 34.88 | N/A | | 2008 | 1.97 | -5.63 | 4.57 | -38.65 | | 2007 | 3.36 | -9.26 | 1.53 | -13.59 | | 2006 | 14.79 | -1.96 | 8.88 | 9.45 | | 2005 | -7.59 | 14.32 | 3.18 | 1.06 | | 2004 | 11.84 | -5.89 | 7.98 | 14.50 | | 2003 | 0.54 | 12.43 | 8.95 | 8.70 | | 2002 | 7.94 | 4.34 | -8.97 | 0.43 | | 2001 | -0.43 | 10.64 | -2.18 | 4.51 | | 2000 | 1.98 | 10.40 | 8.69 | 4.25 | | 1999 | N/A | N/A | N/A | -1.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 253 | 267 | 94.76 | | 1-Month | 276 | 282 | 97.87 | | 3-Month | 273 | 276 | 98.91 | | 6-Month | 118 | 270 | 43.70 | | 1-Year | 207 | 265 | 78.11 | | 3-Year | 155 | 228 | 67.98 | | 5-Year | 140 | 201 | 69.65 |
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0.20% Nasdaq 0.00%
Performance
