|
| Morningstar Return Rating: | Average | | Year to Date Return: | 29.02% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 50.90% | |
Worst 1-Yr Total Return (2008): | -47.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -14.14% | | 3-Year: | 2.31% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEGBX | Category | Diff | Index* | Diff | | Year To Date | 29.02 | 34.80 | -5.78 | 17.05 | 11.97 | | 1-Month | -1.29 | -1.43 | 0.14 | -1.86 | 0.57 | | 3-Month | 7.91 | 8.55 | -0.64 | 5.48 | 2.43 | | 1-Year | 15.53 | 19.10 | -3.57 | 9.80 | 5.73 | | 3-Year | 1.63 | -0.71 | 2.34 | -7.02 | 8.65 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.60 | 53.32 | -4.72 | 45.76 | 2.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.50 | -32.06 | -1.44 | -18.25 | -15.25 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.53 | -51.12 | 3.59 | | 2007 | | | 50.90 | 42.09 | 8.81 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
WEGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.03 | 22.25 | 16.24 | N/A | | 2008 | -7.01 | 23.19 | -33.66 | -30.95 | | 2007 | 5.39 | 16.29 | 8.96 | 13.00 | | 2006 | N/A | 2.16 | -9.34 | 6.37 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 56 | 79 | 70.89 | | 1-Month | 53 | 79 | 67.09 | | 3-Month | 65 | 79 | 82.28 | | 6-Month | 54 | 79 | 68.35 | | 1-Year | 44 | 72 | 61.11 | | 3-Year | 18 | 65 | 27.69 | | 5-Year | | 45 | N/A |
|
|
|
|
|