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| Morningstar Return Rating: | | | Year to Date Return: | 28.35% | | 5-Year Average Return: | 1.98% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -43.61% | |
Worst 1-Yr Total Return (2008): | -43.61% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -13.48% | | 3-Year: | -3.12% | | 5-Year: | 3.28% | | 10-Year: | 6.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WFDAX | Category | Diff | Index* | Diff | | Year To Date | 28.35 | 31.59 | -3.24 | 24.07 | 4.28 | | 1-Month | 5.04 | 4.49 | 0.55 | 6.00 | -0.96 | | 3-Month | 5.24 | 6.16 | -0.92 | 7.91 | -2.67 | | 1-Year | 31.73 | 35.24 | -3.51 | 25.39 | 6.34 | | 3-Year | -4.25 | -5.04 | 0.79 | -5.79 | 1.54 | | 5-Year | 1.98 | 1.47 | 0.51 | 0.71 | 1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.70 | 48.99 | -2.29 | 45.76 | 0.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.03 | -20.53 | -6.5 | -18.25 | -8.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WFDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.61 | -43.77 | 0.16 | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WFDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.35 | 14.34 | 17.55 | N/A | | 2008 | -16.73 | 17.51 | -18.45 | -29.33 | | 2007 | N/A | N/A | N/A | -1.39 | | 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 | 504 | 827 | 60.94 | | 1-Month | 308 | 881 | 34.96 | | 3-Month | 632 | 879 | 71.90 | | 6-Month | 525 | 862 | 60.90 | | 1-Year | 422 | 825 | 51.15 | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
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0.28% Nasdaq 0.00%
Performance
