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Saturday, December 12, 2009, 4:16AM ET - U.S. Markets Closed. Dow  0.63% Nasdaq  0.03%

Wells Dow Jones US REIT Index I (WDJIX)

On Dec 11: 5.00   0.00 (0.00%)

MORE ON WDJIX

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Average Year to Date Return: 18.05% 5-Year Average Return: -1.34% Number of Years Up: 3 Number of Years Down: 2 Best 1-Yr Total Return (2006): 34.33% Worst 1-Yr Total Return (2008): -38.17% Best 3-Yr Total Return (2004-6): 24.64% Worst 3-Yr Total Return (2006-8): -11.82% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return WDJIX Category Diff Index* Diff Year To Date 18.05 22.99 -4.94 24.07 -6.02 1-Month 5.71 6.66 -0.95 6.00 -0.29 3-Month 7.77 8.82 -1.05 7.91 -0.14 1-Year 40.51 42.04 -1.53 25.39 15.12 3-Year -16.02 -15.72 -0.3 -5.79 -10.23 5-Year -1.34 -1.07 -0.27 0.71 -2.05 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 82.03 78.85 3.18 45.76 36.27 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -33.17 -30.70 -2.47 -18.25 -14.92 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year WDJIX Category Diff 2009 N/A N/A N/A 2008 -38.17 -39.55 1.38 2007 -17.45 -14.66 -2.79 2006 34.33 33.58 0.75 2005 10.51 11.51 -1.00 2004 30.44 32.02 -1.58 2003 N/A 36.80 N/A 2002 N/A 4.54 N/A 2001 N/A 10.00 N/A 2000 N/A 27.02 N/A 1999 N/A -2.76 N/A PAST QUARTERLY RETURNS (%) FOR WDJIX   Q1 Q2 Q3 Q4 2009 -33.77 30.77 35.23 N/A 2008 2.04 -5.55 4.63 -38.69 2007 3.50 -9.19 1.57 -13.53 2006 14.76 -1.82 8.95 9.43 2005 -7.54 14.39 3.33 1.12 2004 11.90 -5.83 8.05 14.57 2003 N/A N/A N/A 8.76 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 221 267 82.77 1-Month 265 282 93.97 3-Month 262 276 94.93 6-Month 116 270 42.96 1-Year 187 265 70.57 3-Year 137 228 60.09 5-Year 120 201 59.70
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