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| Morningstar Return Rating: | Above average | | Year to Date Return: | 4.71% | | 5-Year Average Return: | 2.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.21% | |
Worst 1-Yr Total Return (2008): | -33.13% | |
Best 3-Yr Total Return (2004-6): | 14.79% | |
Worst 3-Yr Total Return (2006-8): | -3.87% |
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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 | WESWX | Category | Diff | Index* | Diff | | Year To Date | 4.71 | 15.79 | -11.08 | 17.05 | -12.34 | | 1-Month | -2.07 | -2.21 | 0.14 | -1.86 | -0.21 | | 3-Month | 3.70 | 5.62 | -1.92 | 5.48 | -1.78 | | 1-Year | -1.25 | 9.52 | -10.77 | 9.80 | -11.05 | | 3-Year | -6.67 | -8.36 | 1.69 | -7.02 | 0.35 | | 5-Year | 2.48 | 0.18 | 2.3 | 0.33 | 2.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.19 | 46.84 | -14.65 | 45.76 | -13.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.14 | -16.40 | -5.74 | -18.25 | -3.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WESWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.13 | -37.09 | 3.96 | | 2007 | | | 12.39 | 1.42 | 10.97 | | 2006 | | | 18.21 | 18.15 | 0.06 | | 2005 | | | 13.81 | 5.95 | 7.86 | | 2004 | | | 12.43 | 12.97 | -0.54 | | 2003 | | | 22.41 | 28.44 | -6.03 | | 2002 | | | -18.22 | -18.69 | 0.47 | | 2001 | | | -9.48 | -4.99 | -4.49 | | 2000 | | | 11.97 | 7.87 | 4.10 | | 1999 | | | 14.67 | 6.72 | 7.95 |
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| PAST QUARTERLY RETURNS (%) FOR
WESWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.82 | 12.20 | 11.88 | N/A | | 2008 | -7.41 | -0.89 | -8.18 | -20.64 | | 2007 | 2.05 | 7.61 | 2.68 | -0.33 | | 2006 | 6.14 | 1.01 | 3.90 | 6.11 | | 2005 | 2.93 | 1.76 | 6.74 | 1.79 | | 2004 | 0.90 | 2.78 | 0.98 | 7.36 | | 2003 | -5.43 | 13.65 | 1.01 | 12.76 | | 2002 | 1.87 | -7.12 | -18.47 | 6.01 | | 2001 | -4.15 | 0.21 | -14.32 | 10.00 | | 2000 | 3.41 | 1.69 | 2.96 | 3.41 | | 1999 | N/A | N/A | N/A | 10.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1281 | 1335 | 95.96 | | 1-Month | 703 | 1379 | 50.98 | | 3-Month | 1190 | 1368 | 86.99 | | 6-Month | 1251 | 1346 | 92.94 | | 1-Year | 1067 | 1318 | 80.96 | | 3-Year | 225 | 1124 | 20.02 | | 5-Year | 78 | 934 | 8.35 |
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0.22% Nasdaq 
Performance
