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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.43% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 51.24% | |
Worst 1-Yr Total Return (2008): | -47.41% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -10.22% | | 3-Year: | 3.51% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEGCX | Category | Diff | Index* | Diff | | Year To Date | 29.43 | 34.80 | -5.37 | 17.05 | 12.38 | | 1-Month | -1.27 | -1.43 | 0.16 | -1.86 | 0.59 | | 3-Month | 8.05 | 8.55 | -0.5 | 5.48 | 2.57 | | 1-Year | 15.99 | 19.10 | -3.11 | 9.80 | 6.19 | | 3-Year | 1.90 | -0.71 | 2.61 | -7.02 | 8.92 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.91 | 53.32 | -4.41 | 45.76 | 3.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.26 | -32.06 | -1.2 | -18.25 | -15.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.41 | -51.12 | 3.71 | | 2007 | | | 51.24 | 42.09 | 9.15 | | 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
WEGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.97 | 22.49 | 16.31 | N/A | | 2008 | -6.97 | 23.27 | -33.68 | -30.85 | | 2007 | 5.47 | 16.42 | 9.00 | 13.01 | | 2006 | N/A | 2.36 | -9.22 | 6.35 | | 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 | 52 | 79 | 65.82 | | 1-Month | 45 | 79 | 56.96 | | 3-Month | 63 | 79 | 79.75 | | 6-Month | 52 | 79 | 65.82 | | 1-Year | 43 | 72 | 59.72 | | 3-Year | 15 | 65 | 23.08 | | 5-Year | | 45 | N/A |
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