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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.03% | | 5-Year Average Return: | 3.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.13% | |
Worst 1-Yr Total Return (2008): | -19.50% | |
Best 3-Yr Total Return (2005-7): | 10.36% | |
Worst 3-Yr Total Return (2006-8): | -0.23% |
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| 1-Year: | -9.54% | | 3-Year: | -2.18% | | 5-Year: | 2.90% | | 10-Year: | 3.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEBCX | Category | Diff | Index* | Diff | | Year To Date | 5.03 | 18.16 | -13.13 | N/A | N/A | | 1-Month | -1.03 | -1.24 | 0.21 | N/A | N/A | | 3-Month | 2.80 | 4.71 | -1.91 | N/A | N/A | | 1-Year | 3.61 | 15.73 | -12.12 | N/A | N/A | | 3-Year | -1.72 | -2.66 | 0.94 | N/A | N/A | | 5-Year | 3.41 | 2.10 | 1.31 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.68 | 33.32 | -11.64 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.06 | -8.51 | -2.55 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.50 | -28.00 | 8.50 | | 2007 | | | 10.04 | 5.99 | 4.05 | | 2006 | | | 12.13 | 11.29 | 0.84 | | 2005 | | | 8.95 | 5.13 | 3.82 | | 2004 | | | 8.58 | 8.86 | -0.28 | | 2003 | | | 14.14 | 20.35 | -6.21 | | 2002 | | | -7.75 | -12.02 | 4.27 | | 2001 | | | -3.45 | -5.05 | 1.60 | | 2000 | | | 11.14 | 1.82 | 9.32 | | 1999 | | | 7.51 | 10.71 | -3.20 |
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| PAST QUARTERLY RETURNS (%) FOR
WEBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 8.09 | 8.03 | N/A | | 2008 | -3.50 | -0.97 | -5.13 | -11.21 | | 2007 | 1.64 | 4.61 | 2.72 | 0.74 | | 2006 | 3.92 | 0.77 | 3.24 | 3.71 | | 2005 | 1.53 | 2.00 | 3.87 | 1.29 | | 2004 | 1.38 | -0.07 | 2.39 | 4.66 | | 2003 | -3.23 | 9.48 | 0.66 | 7.03 | | 2002 | 0.98 | -2.73 | -9.76 | 4.08 | | 2001 | -1.32 | 0.17 | -8.04 | 6.22 | | 2000 | 3.13 | 1.50 | 2.63 | 3.45 | | 1999 | N/A | N/A | N/A | 5.23 |
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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 | 767 | 1258 | 60.97 | | 3-Month | 1193 | 1256 | 94.98 | | 6-Month | 1146 | 1220 | 93.93 | | 1-Year | 905 | 1204 | 75.17 | | 3-Year | 252 | 950 | 26.53 | | 5-Year | 117 | 796 | 14.70 |
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0.22% Nasdaq 
Performance
