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| Morningstar Return Rating: | | | Year to Date Return: | 21.90% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
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 | WEMIX | Category | Diff | Index* | Diff | | Year To Date | 21.90 | 25.65 | -3.75 | 24.07 | -2.17 | | 1-Month | 3.11 | 3.38 | -0.27 | 6.00 | -2.89 | | 3-Month | 6.28 | 3.71 | 2.57 | 7.91 | -1.63 | | 1-Year | 28.59 | 31.83 | -3.24 | 25.39 | 3.2 | | 3-Year | N/A | -7.28 | N/A | -5.79 | N/A | | 5-Year | N/A | -0.38 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.42 | 53.06 | -11.64 | 45.76 | -4.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.62 | -19.68 | -2.94 | -18.25 | -4.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -41.55 | N/A | | 2007 | | | N/A | 7.59 | N/A | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WEMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.65 | 19.66 | 13.17 | N/A | | 2008 | N/A | N/A | -13.75 | -23.45 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 | 432 | 786 | 54.96 | | 1-Month | 65 | 816 | 7.97 | | 3-Month | 8 | 815 | 0.98 | | 6-Month | 280 | 802 | 34.91 | | 1-Year | 380 | 781 | 48.66 | | 3-Year | | 667 | N/A | | 5-Year | | 563 | N/A |
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1.27% Nasdaq 0.00%
Performance
