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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.35% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 52.48% | |
Worst 1-Yr Total Return (2008): | -47.03% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -13.86% | | 3-Year: | 2.29% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEGAX | Category | Diff | Index* | Diff | | Year To Date | 30.35 | 34.80 | -4.45 | 17.05 | 13.3 | | 1-Month | -1.24 | -1.43 | 0.19 | -1.86 | 0.62 | | 3-Month | 8.26 | 8.55 | -0.29 | 5.48 | 2.78 | | 1-Year | 16.85 | 19.10 | -2.25 | 9.80 | 7.05 | | 3-Year | 2.69 | -0.71 | 3.4 | -7.02 | 9.71 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.71 | 53.32 | -3.61 | 45.76 | 3.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.70 | -32.06 | -0.64 | -18.25 | -14.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.03 | -51.12 | 4.09 | | 2007 | | | 52.48 | 42.09 | 10.39 | | 2006 | | | N/A | 12.05 | N/A | | 2005 | | | N/A | 46.33 | N/A | | 2004 | | | N/A | 33.42 | N/A | | 2003 | | | N/A | 32.28 | N/A | | 2002 | | | N/A | -11.49 | N/A | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WEGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.68 | 22.65 | 16.57 | N/A | | 2008 | -6.75 | 23.47 | -33.56 | -30.75 | | 2007 | 5.74 | 16.57 | 9.24 | 13.24 | | 2006 | N/A | 2.46 | -9.11 | 6.54 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 79 | 59.49 | | 1-Month | 41 | 79 | 51.90 | | 3-Month | 63 | 79 | 79.75 | | 6-Month | 46 | 79 | 58.23 | | 1-Year | 39 | 72 | 54.17 | | 3-Year | 9 | 65 | 13.85 | | 5-Year | | 45 | N/A |
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1.48% Nasdaq 
Performance
