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| Morningstar Return Rating: | Average | | Year to Date Return: | 4.58% | | 5-Year Average Return: | 2.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.89% | |
Worst 1-Yr Total Return (2008): | -33.39% | |
Best 3-Yr Total Return (2005-7): | 14.50% | |
Worst 3-Yr Total Return (2006-8): | -4.13% |
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| 1-Year: | -18.70% | | 3-Year: | -6.67% | | 5-Year: | 1.92% | | 10-Year: | 2.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEECX | Category | Diff | Index* | Diff | | Year To Date | 4.58 | 15.79 | -11.21 | 17.05 | -12.47 | | 1-Month | -2.08 | -2.21 | 0.13 | -1.86 | -0.22 | | 3-Month | 3.58 | 5.62 | -2.04 | 5.48 | -1.9 | | 1-Year | -1.56 | 9.52 | -11.08 | 9.80 | -11.36 | | 3-Year | -6.90 | -8.36 | 1.46 | -7.02 | 0.12 | | 5-Year | 2.21 | 0.18 | 2.03 | 0.33 | 1.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.13 | 46.84 | -14.71 | 45.76 | -13.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.41 | -16.40 | -6.01 | -18.25 | -4.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.39 | -37.09 | 3.70 | | 2007 | | | 12.22 | 1.42 | 10.80 | | 2006 | | | 17.89 | 18.15 | -0.26 | | 2005 | | | 13.46 | 5.95 | 7.51 | | 2004 | | | 12.10 | 12.97 | -0.87 | | 2003 | | | 22.10 | 28.44 | -6.34 | | 2002 | | | -18.47 | -18.69 | 0.22 | | 2001 | | | -9.64 | -4.99 | -4.65 | | 2000 | | | 11.66 | 7.87 | 3.79 | | 1999 | | | 14.33 | 6.72 | 7.61 |
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| PAST QUARTERLY RETURNS (%) FOR
WEECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.86 | 12.23 | 11.77 | N/A | | 2008 | -7.44 | -0.99 | -8.32 | -20.71 | | 2007 | 1.97 | 7.64 | 2.61 | -0.37 | | 2006 | 6.07 | 1.01 | 3.75 | 6.05 | | 2005 | 2.83 | 1.77 | 6.56 | 1.76 | | 2004 | 0.79 | 2.68 | 0.98 | 7.27 | | 2003 | -5.58 | 13.54 | 1.14 | 12.60 | | 2002 | 1.76 | -7.24 | -18.53 | 6.02 | | 2001 | -4.16 | 0.10 | -14.36 | 9.98 | | 2000 | 3.31 | 1.70 | 2.87 | 3.31 | | 1999 | N/A | N/A | N/A | 10.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1281 | 1335 | 95.96 | | 1-Month | 703 | 1379 | 50.98 | | 3-Month | 1176 | 1368 | 85.96 | | 6-Month | 1265 | 1346 | 93.98 | | 1-Year | 1074 | 1318 | 81.49 | | 3-Year | 243 | 1124 | 21.62 | | 5-Year | 100 | 934 | 10.71 |
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0.22% Nasdaq 
Performance
