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| Morningstar Return Rating: | High | | Year to Date Return: | 18.94% | | 5-Year Average Return: | 6.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.84% | |
Worst 1-Yr Total Return (2008): | -23.86% | |
Best 3-Yr Total Return (2004-6): | 15.09% | |
Worst 3-Yr Total Return (2006-8): | -0.69% |
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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 | WEMMX | Category | Diff | Index* | Diff | | Year To Date | 18.94 | 19.13 | -0.19 | 17.05 | 1.89 | | 1-Month | -3.63 | -5.65 | 2.02 | -1.86 | -1.77 | | 3-Month | 5.18 | 2.75 | 2.43 | 5.48 | -0.3 | | 1-Year | 11.46 | 11.45 | 0.01 | 9.80 | 1.66 | | 3-Year | 1.26 | -8.46 | 9.72 | -7.02 | 8.28 | | 5-Year | 6.71 | 0.52 | 6.19 | 0.33 | 6.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.40 | 57.02 | -15.62 | 45.76 | -4.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.55 | -18.27 | 10.72 | -18.25 | 10.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WEMMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.86 | -36.56 | 12.70 | | 2007 | | | 7.36 | -1.10 | 8.46 | | 2006 | | | 19.84 | 15.03 | 4.81 | | 2005 | | | 7.17 | 6.75 | 0.42 | | 2004 | | | 18.70 | 18.94 | -0.24 | | 2003 | | | 25.94 | 43.41 | -17.47 | | 2002 | | | -0.81 | -16.22 | 15.41 | | 2001 | | | 6.23 | 8.92 | -2.69 | | 2000 | | | 3.47 | 11.89 | -8.42 | | 1999 | | | 36.45 | 19.95 | 16.50 |
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| PAST QUARTERLY RETURNS (%) FOR
WEMMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.25 | 16.11 | 18.44 | N/A | | 2008 | -7.45 | 0.07 | -1.97 | -16.14 | | 2007 | 6.98 | 6.65 | -1.56 | -4.42 | | 2006 | 8.14 | -2.32 | 2.83 | 10.33 | | 2005 | -0.26 | -0.19 | 7.31 | 0.32 | | 2004 | 6.50 | 1.38 | -2.46 | 12.72 | | 2003 | -0.61 | 12.96 | 4.11 | 7.75 | | 2002 | 5.23 | 0.65 | -8.66 | 2.53 | | 2001 | 2.08 | 7.43 | -9.55 | 7.10 | | 2000 | 6.71 | -2.19 | 1.16 | -2.00 | | 1999 | N/A | N/A | N/A | 16.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 333 | 641 | 51.95 | | 1-Month | 331 | 662 | 50.00 | | 3-Month | 312 | 652 | 47.85 | | 6-Month | 129 | 647 | 19.94 | | 1-Year | 409 | 630 | 64.92 | | 3-Year | 5 | 553 | 0.90 | | 5-Year | 5 | 452 | 1.11 |
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1.23% Nasdaq 
Performance
