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| Morningstar Return Rating: | High | | Year to Date Return: | 10.40% | | 5-Year Average Return: | 4.90% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.10% | |
Worst 1-Yr Total Return (2005): | 1.60% | |
Best 3-Yr Total Return (2006-8): | 4.13% | |
Worst 3-Yr Total Return (2004-6): | 2.76% |
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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 | WEFIX | Category | Diff | Index* | Diff | | Year To Date | 10.40 | 9.09 | 1.31 | 6.24 | 4.16 | | 1-Month | 0.25 | 0.68 | -0.43 | 0.49 | -0.24 | | 3-Month | 2.17 | 2.53 | -0.36 | 2.60 | -0.43 | | 1-Year | 14.20 | 9.59 | 4.61 | 13.79 | 0.41 | | 3-Year | 6.40 | 3.61 | 2.79 | 6.35 | 0.05 | | 5-Year | 4.90 | 3.21 | 1.69 | 5.05 | -0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.06 | 7.68 | 1.38 | 7.06 | 2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.10 | 4.17 | 5.93 | 7.94 | 2.16 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.29 | -4.23 | 6.52 | | 2007 | | | 6.10 | 4.29 | 1.81 | | 2006 | | | 4.04 | 4.05 | -0.01 | | 2005 | | | 1.60 | 1.45 | 0.15 | | 2004 | | | 2.64 | 1.63 | 1.01 | | 2003 | | | 6.30 | 2.54 | 3.76 | | 2002 | | | 4.18 | 5.47 | -1.29 | | 2001 | | | 8.45 | 7.27 | 1.18 | | 2000 | | | 9.66 | 7.59 | 2.07 | | 1999 | | | 0.87 | 2.21 | -1.34 |
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| PAST QUARTERLY RETURNS (%) FOR
WEFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.13 | 4.12 | 3.57 | N/A | | 2008 | 2.34 | -0.58 | -1.14 | 1.69 | | 2007 | 1.50 | 0.18 | 2.12 | 2.19 | | 2006 | -0.09 | 0.36 | 2.59 | 1.14 | | 2005 | -0.17 | 1.39 | -0.09 | 0.47 | | 2004 | 1.56 | -1.02 | 1.48 | 0.62 | | 2003 | 1.16 | 3.02 | 0.32 | 1.66 | | 2002 | -0.18 | 0.10 | 1.95 | 2.27 | | 2001 | 3.60 | 1.65 | 2.45 | 0.52 | | 2000 | 0.95 | 1.62 | 3.13 | 3.66 | | 1999 | N/A | N/A | N/A | 0.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 171 | 419 | 40.81 | | 1-Month | 400 | 435 | 91.95 | | 3-Month | 286 | 434 | 65.90 | | 6-Month | 201 | 420 | 47.86 | | 1-Year | 46 | 419 | 10.98 | | 3-Year | 15 | 360 | 4.17 | | 5-Year | 7 | 305 | 2.30 |
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0.18% Nasdaq 0.00%
Performance
