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| Morningstar Return Rating: | High | | Year to Date Return: | 11.12% | | 5-Year Average Return: | 3.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.09% | |
Worst 1-Yr Total Return (2008): | -36.76% | |
Best 3-Yr Total Return (2005-7): | 15.65% | |
Worst 3-Yr Total Return (2006-8): | -4.91% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WDVYX | Category | Diff | Index* | Diff | | Year To Date | 11.12 | 18.65 | -7.53 | 17.05 | -5.93 | | 1-Month | -1.55 | -2.18 | 0.63 | -1.86 | 0.31 | | 3-Month | 3.80 | 5.08 | -1.28 | 5.48 | -1.68 | | 1-Year | 1.66 | 11.86 | -10.2 | 9.80 | -8.14 | | 3-Year | -5.11 | -6.78 | 1.67 | -7.02 | 1.91 | | 5-Year | 3.21 | 0.49 | 2.72 | 0.33 | 2.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.86 | 45.26 | -11.4 | 45.76 | -11.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.73 | -15.99 | -5.74 | -18.25 | -3.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WDVYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.76 | -37.79 | 1.03 | | 2007 | | | 17.09 | 6.16 | 10.93 | | 2006 | | | 16.13 | 14.17 | 1.96 | | 2005 | | | 13.76 | 5.88 | 7.88 | | 2004 | | | 12.22 | 10.02 | 2.20 | | 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
WDVYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.92 | 14.20 | 10.96 | N/A | | 2008 | -8.61 | 0.56 | -11.82 | -21.96 | | 2007 | 2.59 | 6.93 | 6.11 | 0.59 | | 2006 | 6.23 | 2.27 | 0.09 | 6.80 | | 2005 | 0.11 | 3.12 | 6.97 | 3.01 | | 2004 | 0.83 | 1.67 | 0.10 | 9.37 | | 2003 | N/A | N/A | N/A | 11.11 | | 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 | 1771 | 2013 | 87.98 | | 1-Month | 189 | 2110 | 8.96 | | 3-Month | 1254 | 2090 | 60.00 | | 6-Month | 1885 | 2049 | 92.00 | | 1-Year | 1494 | 1999 | 74.74 | | 3-Year | 298 | 1694 | 17.59 | | 5-Year | 55 | 1352 | 4.07 |
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1.23% Nasdaq 0.00%
Performance
