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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.58% | | 5-Year Average Return: | 3.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.44% | |
Worst 1-Yr Total Return (2008): | -42.86% | |
Best 3-Yr Total Return (2004-6): | 15.32% | |
Worst 3-Yr Total Return (2006-8): | -10.67% |
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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 | WESCX | Category | Diff | Index* | Diff | | Year To Date | 34.58 | 19.13 | 15.45 | 17.05 | 17.53 | | 1-Month | -6.72 | -5.65 | -1.07 | -1.86 | -4.86 | | 3-Month | 3.24 | 2.75 | 0.49 | 5.48 | -2.24 | | 1-Year | 17.23 | 11.45 | 5.78 | 9.80 | 7.43 | | 3-Year | -6.43 | -8.46 | 2.03 | -7.02 | 0.59 | | 5-Year | 3.22 | 0.52 | 2.7 | 0.33 | 2.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 84.71 | 57.02 | 27.69 | 45.76 | 38.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.44 | -18.27 | -0.17 | -18.25 | -0.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WESCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.86 | -36.56 | -6.30 | | 2007 | | | 1.88 | -1.10 | 2.98 | | 2006 | | | 22.44 | 15.03 | 7.41 | | 2005 | | | 9.61 | 6.75 | 2.86 | | 2004 | | | 14.27 | 18.94 | -4.67 | | 2003 | | | 24.11 | 43.41 | -19.30 | | 2002 | | | -29.96 | -16.22 | -13.74 | | 2001 | | | -22.31 | 8.92 | -31.23 | | 2000 | | | -9.37 | 11.89 | -21.26 | | 1999 | | | 52.51 | 19.95 | 32.56 |
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| PAST QUARTERLY RETURNS (%) FOR
WESCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.31 | 32.14 | 25.95 | N/A | | 2008 | -10.59 | 0.16 | -4.84 | -32.94 | | 2007 | 5.36 | 5.50 | -2.35 | -6.14 | | 2006 | 14.20 | -2.23 | -1.81 | 11.68 | | 2005 | -1.83 | 2.64 | 7.63 | 1.06 | | 2004 | -4.50 | 3.10 | 1.23 | 14.65 | | 2003 | -6.40 | 12.95 | 5.41 | 11.37 | | 2002 | -1.81 | -9.91 | -19.20 | -2.00 | | 2001 | -23.42 | 9.49 | -21.66 | 18.28 | | 2000 | 7.35 | -0.22 | -2.21 | -13.47 | | 1999 | N/A | N/A | N/A | 23.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 64 | 641 | 9.98 | | 1-Month | 516 | 662 | 77.95 | | 3-Month | 182 | 652 | 27.91 | | 6-Month | 58 | 647 | 8.96 | | 1-Year | 97 | 630 | 15.40 | | 3-Year | 155 | 553 | 28.03 | | 5-Year | 80 | 452 | 17.70 |
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0.15% Nasdaq 
Performance
