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| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.73% | | 5-Year Average Return: | 1.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.66% | |
Worst 1-Yr Total Return (2008): | -37.62% | |
Best 3-Yr Total Return (2005-7): | 14.19% | |
Worst 3-Yr Total Return (2006-8): | -6.12% |
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| 1-Year: | -17.62% | | 3-Year: | -5.96% | | 5-Year: | 2.12% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WDVBX | Category | Diff | Index* | Diff | | Year To Date | 9.73 | 18.65 | -8.92 | 17.05 | -7.32 | | 1-Month | -1.65 | -2.18 | 0.53 | -1.86 | 0.21 | | 3-Month | 3.38 | 5.08 | -1.7 | 5.48 | -2.1 | | 1-Year | 0.13 | 11.86 | -11.73 | 9.80 | -9.67 | | 3-Year | -6.40 | -6.78 | 0.38 | -7.02 | 0.62 | | 5-Year | 1.85 | 0.49 | 1.36 | 0.33 | 1.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.52 | 45.26 | -12.74 | 45.76 | -13.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.88 | -15.99 | -6.89 | -18.25 | -4.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WDVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.62 | -37.79 | 0.17 | | 2007 | | | 15.66 | 6.16 | 9.50 | | 2006 | | | 14.69 | 14.17 | 0.52 | | 2005 | | | 12.25 | 5.88 | 6.37 | | 2004 | | | 10.77 | 10.02 | 0.75 | | 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
WDVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.24 | 13.68 | 10.57 | N/A | | 2008 | -8.87 | 0.19 | -12.09 | -22.29 | | 2007 | 2.28 | 6.56 | 5.82 | 0.28 | | 2006 | 5.95 | 1.96 | -0.23 | 6.41 | | 2005 | -0.16 | 2.72 | 6.58 | 2.69 | | 2004 | 0.45 | 1.36 | -0.27 | 9.08 | | 2003 | N/A | N/A | N/A | 10.75 | | 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 | 1851 | 2013 | 91.95 | | 1-Month | 232 | 2110 | 11.00 | | 3-Month | 1504 | 2090 | 71.96 | | 6-Month | 1946 | 2049 | 94.97 | | 1-Year | 1530 | 1999 | 76.54 | | 3-Year | 511 | 1694 | 30.17 | | 5-Year | 191 | 1352 | 14.13 |
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0.22% Nasdaq 
Performance
