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| Morningstar Return Rating: | Above average | | Year to Date Return: | -1.71% | | 5-Year Average Return: | 3.42% | | 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 (2007-9): | -0.79% |
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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 | -1.71 | -1.95 | 0.24 | N/A | N/A | | 1-Month | -1.71 | -1.95 | 0.24 | N/A | N/A | | 3-Month | 2.51 | 3.10 | -0.59 | N/A | N/A | | 1-Year | 15.03 | 27.80 | -12.77 | N/A | N/A | | 3-Year | -1.66 | -2.95 | 1.29 | N/A | N/A | | 5-Year | 3.42 | 1.92 | 1.5 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.86 | 33.97 | -12.11 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.88 | -9.11 | -1.77 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEBAX | Category | Diff | | 2009 | | | 9.77 | 24.13 | -14.36 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
WEBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.10 | 8.20 | 8.13 | 3.22 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 336 | 1246 | 26.97 | | 1-Month | 286 | 1246 | 22.95 | | 3-Month | 663 | 1228 | 53.99 | | 6-Month | 1111 | 1221 | 90.99 | | 1-Year | 956 | 1176 | 81.29 | | 3-Year | 208 | 964 | 21.58 | | 5-Year | 95 | 789 | 12.04 |
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1.52% Nasdaq 
Performance
