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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.76% | | 5-Year Average Return: | 2.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.78% | |
Worst 1-Yr Total Return (2008): | -37.04% | |
Best 3-Yr Total Return (2005-7): | 15.26% | |
Worst 3-Yr Total Return (2006-8): | -5.24% |
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| 1-Year: | -17.38% | | 3-Year: | -5.97% | | 5-Year: | 2.23% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WDVAX | Category | Diff | Index* | Diff | | Year To Date | 10.76 | 18.65 | -7.89 | 17.05 | -6.29 | | 1-Month | -1.55 | -2.18 | 0.63 | -1.86 | 0.31 | | 3-Month | 3.69 | 5.08 | -1.39 | 5.48 | -1.79 | | 1-Year | 1.19 | 11.86 | -10.67 | 9.80 | -8.61 | | 3-Year | -5.49 | -6.78 | 1.29 | -7.02 | 1.53 | | 5-Year | 2.84 | 0.49 | 2.35 | 0.33 | 2.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.45 | 45.26 | -11.81 | 45.76 | -12.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.14 | -15.99 | -6.15 | -18.25 | -3.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WDVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.04 | -37.79 | 0.75 | | 2007 | | | 16.78 | 6.16 | 10.62 | | 2006 | | | 15.75 | 14.17 | 1.58 | | 2005 | | | 13.27 | 5.88 | 7.39 | | 2004 | | | 11.80 | 10.02 | 1.78 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WDVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.94 | 13.97 | 10.84 | N/A | | 2008 | -8.67 | 0.46 | -11.94 | -22.08 | | 2007 | 2.57 | 6.83 | 6.03 | 0.51 | | 2006 | 6.22 | 2.18 | 0.00 | 6.64 | | 2005 | 0.02 | 3.02 | 6.80 | 2.93 | | 2004 | 0.64 | 1.67 | 0.00 | 9.27 | | 2003 | N/A | N/A | N/A | 11.01 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1791 | 2013 | 88.97 | | 1-Month | 211 | 2110 | 10.00 | | 3-Month | 1295 | 2090 | 61.96 | | 6-Month | 1905 | 2049 | 92.97 | | 1-Year | 1510 | 1999 | 75.54 | | 3-Year | 360 | 1694 | 21.25 | | 5-Year | 88 | 1352 | 6.51 |
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0.18% Nasdaq 
0.42%
Performance
