|
| Morningstar Return Rating: | Average | | Year to Date Return: | 4.13% | | 5-Year Average Return: | 4.09% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.01% | |
Worst 1-Yr Total Return (2005): | 1.80% | |
Best 3-Yr Total Return (2006-8): | 4.94% | |
Worst 3-Yr Total Return (2004-6): | 2.61% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WEIBX | Category | Diff | Index* | Diff | | Year To Date | 4.13 | 13.54 | -9.41 | 6.24 | -2.11 | | 1-Month | 0.40 | 0.89 | -0.49 | 0.49 | -0.09 | | 3-Month | 2.07 | 4.14 | -2.07 | 2.60 | -0.53 | | 1-Year | 11.37 | 17.86 | -6.49 | 13.79 | -2.42 | | 3-Year | 5.41 | 4.54 | 0.87 | 6.35 | -0.94 | | 5-Year | 4.09 | 3.85 | 0.24 | 5.05 | -0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.31 | 13.81 | -8.5 | 7.06 | -1.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.96 | 6.49 | 0.47 | 7.94 | -0.98 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.01 | -4.70 | 10.71 | | 2007 | | | 5.75 | 4.70 | 1.05 | | 2006 | | | 3.08 | 4.15 | -1.07 | | 2005 | | | 1.80 | 1.80 | 0.00 | | 2004 | | | 2.96 | 3.91 | -0.95 | | 2003 | | | 1.46 | 5.10 | -3.64 | | 2002 | | | 10.17 | 8.04 | 2.13 | | 2001 | | | 7.45 | 7.64 | -0.19 | | 2000 | | | 11.69 | 9.44 | 2.25 | | 1999 | | | -2.43 | -1.35 | -1.08 |
|
| PAST QUARTERLY RETURNS (%) FOR
WEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.05 | 0.92 | 2.82 | N/A | | 2008 | 2.10 | -1.04 | -0.14 | 5.06 | | 2007 | 1.12 | -0.67 | 2.47 | 2.74 | | 2006 | -0.73 | -0.17 | 3.17 | 0.83 | | 2005 | -0.53 | 2.65 | -0.76 | 0.47 | | 2004 | 2.63 | -2.64 | 2.68 | 0.35 | | 2003 | 0.83 | 1.89 | -0.61 | -0.64 | | 2002 | -0.53 | 4.09 | 5.64 | 0.72 | | 2001 | 2.78 | 0.08 | 4.96 | -0.48 | | 2000 | 3.03 | 1.24 | 2.54 | 4.43 | | 1999 | N/A | N/A | N/A | -0.53 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1088 | 1122 | 96.97 | | 1-Month | 873 | 1164 | 75.00 | | 3-Month | 1061 | 1154 | 91.94 | | 6-Month | 1087 | 1133 | 95.94 | | 1-Year | 840 | 1113 | 75.47 | | 3-Year | 360 | 957 | 37.62 | | 5-Year | 366 | 845 | 43.31 |
|
|
|
|
|