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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.78% | | 5-Year Average Return: | -2.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 33.08% | |
Worst 1-Yr Total Return (2008): | -38.70% | |
Best 3-Yr Total Return (2004-6): | 23.40% | |
Worst 3-Yr Total Return (2006-8): | -12.66% |
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| 1-Year: | -32.02% | | 3-Year: | -14.60% | | 5-Year: | -0.90% | | 10-Year: | 7.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WDJBX | Category | Diff | Index* | Diff | | Year To Date | 16.78 | 22.99 | -6.21 | 24.07 | -7.29 | | 1-Month | 5.75 | 6.66 | -0.91 | 6.00 | -0.25 | | 3-Month | 7.51 | 8.82 | -1.31 | 7.91 | -0.4 | | 1-Year | 39.17 | 42.04 | -2.87 | 25.39 | 13.78 | | 3-Year | -16.86 | -15.72 | -1.14 | -5.79 | -11.07 | | 5-Year | -2.34 | -1.07 | -1.27 | 0.71 | -3.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.73 | 78.85 | 1.88 | 45.76 | 34.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.85 | -30.70 | -3.15 | -18.25 | -15.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WDJBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.70 | -39.55 | 0.85 | | 2007 | | | -18.32 | -14.66 | -3.66 | | 2006 | | | 33.08 | 33.58 | -0.50 | | 2005 | | | 9.35 | 11.51 | -2.16 | | 2004 | | | 29.12 | 32.02 | -2.90 | | 2003 | | | 32.98 | 36.80 | -3.82 | | 2002 | | | 2.13 | 4.54 | -2.41 | | 2001 | | | 11.88 | 10.00 | 1.88 | | 2000 | | | 26.48 | 27.02 | -0.54 | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WDJBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -34.04 | 30.51 | 34.60 | N/A | | 2008 | 1.73 | -5.79 | 4.38 | -38.72 | | 2007 | 3.18 | -9.41 | 1.31 | -13.75 | | 2006 | 14.59 | -2.18 | 8.69 | 9.23 | | 2005 | -7.74 | 14.08 | 3.02 | 0.86 | | 2004 | 11.68 | -6.13 | 7.78 | 14.28 | | 2003 | 0.36 | 12.31 | 8.75 | 8.48 | | 2002 | 7.68 | 4.22 | -9.12 | 0.13 | | 2001 | -0.61 | 10.44 | -2.38 | 4.39 | | 2000 | 2.02 | 9.76 | 8.70 | 3.91 | | 1999 | N/A | N/A | N/A | -2.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 248 | 267 | 92.88 | | 1-Month | 273 | 282 | 96.81 | | 3-Month | 267 | 276 | 96.74 | | 6-Month | 143 | 270 | 52.96 | | 1-Year | 205 | 265 | 77.36 | | 3-Year | 158 | 228 | 69.30 | | 5-Year | 145 | 201 | 72.14 |
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0.47% Nasdaq 
Performance
