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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.56% | | 5-Year Average Return: | -2.45% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 22.80% | |
Worst 1-Yr Total Return (2008): | -41.59% | |
Best 3-Yr Total Return (2004-6): | 14.53% | |
Worst 3-Yr Total Return (2006-8): | -14.58% |
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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 | WEHIX | Category | Diff | Index* | Diff | | Year To Date | 30.56 | 25.56 | 5 | 17.05 | 13.51 | | 1-Month | -2.71 | -4.12 | 1.41 | -1.86 | -0.85 | | 3-Month | 5.78 | 5.04 | 0.74 | 5.48 | 0.3 | | 1-Year | 22.44 | 18.21 | 4.23 | 9.80 | 12.64 | | 3-Year | -11.27 | -6.38 | -4.89 | -7.02 | -4.25 | | 5-Year | -2.45 | 1.42 | -3.87 | 0.33 | -2.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.18 | 53.89 | -6.71 | 45.76 | 1.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.99 | -16.12 | 6.13 | -18.25 | 8.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.59 | -39.18 | -2.41 | | 2007 | | | -13.12 | 4.85 | -17.97 | | 2006 | | | 22.80 | 14.03 | 8.77 | | 2005 | | | -0.22 | 9.25 | -9.47 | | 2004 | | | 22.61 | 16.30 | 6.31 | | 2003 | | | 47.95 | 36.28 | 11.67 | | 2002 | | | -29.31 | -16.55 | -12.76 | | 2001 | | | -4.65 | -3.12 | -1.53 | | 2000 | | | -17.24 | 6.36 | -23.60 | | 1999 | | | 36.67 | 20.92 | 15.75 |
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| PAST QUARTERLY RETURNS (%) FOR
WEHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.69 | 16.28 | 17.40 | N/A | | 2008 | -11.20 | -7.47 | -2.27 | -27.27 | | 2007 | -0.68 | 5.09 | -10.26 | -7.25 | | 2006 | 4.59 | 0.84 | 4.61 | 11.31 | | 2005 | -4.56 | 5.10 | -3.61 | 3.20 | | 2004 | 6.93 | 0.91 | 3.06 | 10.25 | | 2003 | -2.44 | 25.28 | 3.43 | 17.04 | | 2002 | 2.86 | -14.51 | -28.89 | 13.05 | | 2001 | -7.84 | 10.56 | -24.55 | 24.03 | | 2000 | -13.44 | -6.09 | -0.11 | 1.92 | | 1999 | N/A | N/A | N/A | 14.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 110 | 461 | 23.86 | | 1-Month | 275 | 484 | 56.82 | | 3-Month | 457 | 482 | 94.81 | | 6-Month | 424 | 466 | 90.99 | | 1-Year | 103 | 459 | 22.44 | | 3-Year | 292 | 378 | 77.25 | | 5-Year | 240 | 298 | 80.54 |
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0.22% Nasdaq 
Performance
