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| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.25% | | 5-Year Average Return: | 3.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.41% | |
Worst 1-Yr Total Return (2008): | -19.31% | |
Best 3-Yr Total Return (2005-7): | 10.65% | |
Worst 3-Yr Total Return (2006-8): | 0.00% |
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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 | WEBAX | Category | Diff | Index* | Diff | | Year To Date | 5.25 | 18.16 | -12.91 | N/A | N/A | | 1-Month | -1.04 | -1.24 | 0.2 | N/A | N/A | | 3-Month | 2.88 | 4.71 | -1.83 | N/A | N/A | | 1-Year | 3.77 | 15.73 | -11.96 | N/A | N/A | | 3-Year | -1.48 | -2.66 | 1.18 | N/A | N/A | | 5-Year | 3.65 | 2.10 | 1.55 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.86 | 33.32 | -11.46 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.88 | -8.51 | -2.37 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.31 | -28.00 | 8.69 | | 2007 | | | 10.25 | 5.99 | 4.26 | | 2006 | | | 12.41 | 11.29 | 1.12 | | 2005 | | | 9.29 | 5.13 | 4.16 | | 2004 | | | 8.84 | 8.86 | -0.02 | | 2003 | | | 14.38 | 20.35 | -5.97 | | 2002 | | | -6.99 | -12.02 | 5.03 | | 2001 | | | -3.26 | -5.05 | 1.79 | | 2000 | | | 11.49 | 1.82 | 9.67 | | 1999 | | | 7.75 | 10.71 | -2.96 |
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| PAST QUARTERLY RETURNS (%) FOR
WEBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.10 | 8.20 | 8.13 | N/A | | 2008 | -3.46 | -0.92 | -5.00 | -11.20 | | 2007 | 1.71 | 4.61 | 2.80 | 0.80 | | 2006 | 3.98 | 0.81 | 3.24 | 3.88 | | 2005 | 1.65 | 1.97 | 3.95 | 1.44 | | 2004 | 1.45 | -0.01 | 2.45 | 4.73 | | 2003 | -3.27 | 9.64 | 0.72 | 7.07 | | 2002 | 1.13 | -2.75 | -9.19 | 4.13 | | 2001 | -1.34 | 0.33 | -8.03 | 6.27 | | 2000 | 3.18 | 1.64 | 2.70 | 3.51 | | 1999 | N/A | N/A | N/A | 5.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1186 | 1211 | 97.94 | | 1-Month | 754 | 1258 | 59.94 | | 3-Month | 1193 | 1256 | 94.98 | | 6-Month | 1146 | 1220 | 93.93 | | 1-Year | 902 | 1204 | 74.92 | | 3-Year | 218 | 950 | 22.95 | | 5-Year | 96 | 796 | 12.06 |
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0.22% Nasdaq 
Performance
