|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.75% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.00% | |
Worst 1-Yr Total Return (2008): | -38.46% | |
Best 3-Yr Total Return (2004-6): | 6.75% | |
Worst 3-Yr Total Return (2006-8): | -11.57% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEGTX | Category | Diff | Index* | Diff | | Year To Date | 26.75 | 30.74 | -3.99 | 24.07 | 2.68 | | 1-Month | 3.45 | 4.28 | -0.83 | 6.00 | -2.55 | | 3-Month | 3.41 | 5.45 | -2.04 | 7.91 | -4.5 | | 1-Year | 36.50 | 36.41 | 0.09 | 25.39 | 11.11 | | 3-Year | -4.96 | -6.04 | 1.08 | -5.79 | 0.83 | | 5-Year | -0.37 | 0.99 | -1.36 | 0.71 | -1.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.99 | 54.55 | 1.44 | 45.76 | 10.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.07 | -16.09 | -2.98 | -18.25 | -0.82 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.46 | -39.18 | 0.72 | | 2007 | | | 11.00 | 4.85 | 6.15 | | 2006 | | | 1.23 | 14.03 | -12.80 | | 2005 | | | 6.34 | 9.25 | -2.91 | | 2004 | | | 13.00 | 16.30 | -3.30 | | 2003 | | | 44.71 | 36.28 | 8.43 | | 2002 | | | -30.54 | -16.55 | -13.99 | | 2001 | | | -25.20 | -3.12 | -22.08 | | 2000 | | | -12.43 | 6.36 | -18.79 | | 1999 | | | 41.09 | 20.92 | 20.17 |
|
| PAST QUARTERLY RETURNS (%) FOR
WEGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.51 | 18.50 | 19.12 | N/A | | 2008 | -11.07 | 5.28 | -12.00 | -25.31 | | 2007 | 4.16 | 6.42 | 0.95 | -0.80 | | 2006 | 5.83 | -6.70 | -0.49 | 3.03 | | 2005 | -2.20 | 3.49 | 3.91 | 1.11 | | 2004 | 8.60 | -1.79 | -7.84 | 14.96 | | 2003 | 0.34 | 20.26 | 6.81 | 12.28 | | 2002 | -4.81 | -12.78 | -20.87 | 5.71 | | 2001 | -27.87 | 10.50 | -23.38 | 22.47 | | 2000 | 12.43 | -7.79 | 7.08 | -21.12 | | 1999 | N/A | N/A | N/A | 39.14 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 207 | 450 | 46.00 | | 1-Month | 110 | 479 | 22.96 | | 3-Month | 328 | 476 | 68.91 | | 6-Month | 320 | 472 | 67.80 | | 1-Year | 149 | 450 | 33.11 | | 3-Year | 105 | 367 | 28.61 | | 5-Year | 194 | 293 | 66.21 |
|
|
|
|
|
0.83% Nasdaq 0.00%
Performance
