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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.67% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 26.87% | |
Worst 1-Yr Total Return (2008): | -28.77% | |
Best 3-Yr Total Return (2004-6): | 15.16% | |
Worst 3-Yr Total Return (2006-8): | -7.67% |
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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 | WESRX | Category | Diff | Index* | Diff | | Year To Date | 11.67 | 18.16 | -6.49 | N/A | N/A | | 1-Month | -0.72 | -1.24 | 0.52 | N/A | N/A | | 3-Month | 5.02 | 4.71 | 0.31 | N/A | N/A | | 1-Year | 6.23 | 15.73 | -9.5 | N/A | N/A | | 3-Year | -7.03 | -2.66 | -4.37 | N/A | N/A | | 5-Year | 0.15 | 2.10 | -1.95 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.62 | 33.32 | 6.3 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.36 | -8.51 | -7.85 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WESRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.77 | -28.00 | -0.77 | | 2007 | | | -2.17 | 5.99 | -8.16 | | 2006 | | | 12.95 | 11.29 | 1.66 | | 2005 | | | 6.59 | 5.13 | 1.46 | | 2004 | | | 26.87 | 8.86 | 18.01 | | 2003 | | | 33.50 | 20.35 | 13.15 | | 2002 | | | 3.94 | -12.02 | 15.96 | | 2001 | | | 11.48 | -5.05 | 16.53 | | 2000 | | | 27.26 | 1.82 | 25.44 | | 1999 | | | -2.70 | 10.71 | -13.41 |
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| PAST QUARTERLY RETURNS (%) FOR
WESRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.05 | 14.90 | 12.59 | N/A | | 2008 | -4.26 | -3.10 | -5.99 | -18.33 | | 2007 | 3.30 | 1.71 | -0.79 | -6.15 | | 2006 | 4.37 | -1.38 | 4.01 | 5.50 | | 2005 | -5.03 | 12.07 | 3.68 | -3.41 | | 2004 | 11.17 | -5.04 | 6.17 | 13.19 | | 2003 | 1.70 | 10.29 | 8.93 | 9.27 | | 2002 | 7.44 | 4.80 | -8.18 | 0.53 | | 2001 | -1.91 | 10.13 | -0.76 | 3.99 | | 2000 | 3.56 | 11.13 | 6.43 | 3.90 | | 1999 | N/A | N/A | N/A | 1.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1102 | 1211 | 91.00 | | 1-Month | 515 | 1258 | 40.94 | | 3-Month | 1042 | 1256 | 82.96 | | 6-Month | 207 | 1220 | 16.97 | | 1-Year | 854 | 1204 | 70.93 | | 3-Year | 700 | 950 | 73.68 | | 5-Year | 544 | 796 | 68.34 |
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0.64% Nasdaq 
Performance
