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| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.13% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 53.25% | |
Worst 1-Yr Total Return (2008): | -46.72% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | WEGYX | Category | Diff | Index* | Diff | | Year To Date | 31.13 | 34.80 | -3.67 | 17.05 | 14.08 | | 1-Month | -1.22 | -1.43 | 0.21 | -1.86 | 0.64 | | 3-Month | 8.37 | 8.55 | -0.18 | 5.48 | 2.89 | | 1-Year | 17.89 | 19.10 | -1.21 | 9.80 | 8.09 | | 3-Year | 3.30 | -0.71 | 4.01 | -7.02 | 10.32 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.42 | 53.32 | -2.9 | 45.76 | 4.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.14 | -32.06 | -0.08 | -18.25 | -13.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEGYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.72 | -51.12 | 4.40 | | 2007 | | | 53.25 | 42.09 | 11.16 | | 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
WEGYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.50 | 22.84 | 16.83 | N/A | | 2008 | -6.69 | 23.66 | -33.46 | -30.59 | | 2007 | 5.82 | 16.78 | 9.34 | 13.43 | | 2006 | N/A | 2.55 | -9.00 | 6.74 | | 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 | 36 | 79 | 45.57 | | 1-Month | 42 | 79 | 53.16 | | 3-Month | 61 | 79 | 77.22 | | 6-Month | 44 | 79 | 55.70 | | 1-Year | 34 | 72 | 47.22 | | 3-Year | 8 | 65 | 12.31 | | 5-Year | | 45 | N/A |
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0.22% Nasdaq 0.00%
0.07 (0.65%) 
Performance
