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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.97% | | 5-Year Average Return: | -0.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.08% | |
Worst 1-Yr Total Return (2008): | -39.78% | |
Best 3-Yr Total Return (2004-6): | 9.35% | |
Worst 3-Yr Total Return (2006-8): | -10.63% |
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| 1-Year: | -6.87% | | 3-Year: | -6.43% | | 5-Year: | 0.11% | | 10-Year: | -0.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WFDEX | Category | Diff | Index* | Diff | | Year To Date | 23.97 | 25.10 | -1.13 | 24.07 | -0.1 | | 1-Month | 4.91 | 5.28 | -0.37 | 6.00 | -1.09 | | 3-Month | 6.18 | 7.01 | -0.83 | 7.91 | -1.73 | | 1-Year | 27.69 | 28.01 | -0.32 | 25.39 | 2.3 | | 3-Year | -7.52 | -5.87 | -1.65 | -5.79 | -1.73 | | 5-Year | -0.75 | 0.64 | -1.39 | 0.71 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.28 | 46.08 | 1.2 | 45.76 | 1.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.46 | -17.41 | -1.05 | -18.25 | -0.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WFDEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.78 | -37.79 | -1.99 | | 2007 | | | 4.82 | 6.16 | -1.34 | | 2006 | | | 13.08 | 14.17 | -1.09 | | 2005 | | | 5.46 | 5.88 | -0.42 | | 2004 | | | 9.65 | 10.02 | -0.37 | | 2003 | | | 28.04 | 27.05 | 0.99 | | 2002 | | | -22.72 | -22.25 | -0.47 | | 2001 | | | -13.31 | -13.50 | 0.19 | | 2000 | | | -2.62 | -6.31 | 3.69 | | 1999 | | | 19.55 | 20.16 | -0.61 |
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| PAST QUARTERLY RETURNS (%) FOR
WFDEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.14 | 16.35 | 16.34 | N/A | | 2008 | -11.31 | -2.82 | -9.58 | -22.74 | | 2007 | 1.08 | 5.86 | 1.80 | -3.77 | | 2006 | 5.09 | -3.14 | 4.10 | 6.73 | | 2005 | -2.72 | 1.45 | 4.65 | 2.11 | | 2004 | 2.10 | 0.15 | -2.38 | 9.85 | | 2003 | -5.10 | 16.13 | 3.62 | 12.12 | | 2002 | 0.51 | -10.74 | -19.53 | 7.04 | | 2001 | -13.23 | 5.30 | -14.78 | 11.34 | | 2000 | 3.57 | -2.13 | -0.74 | -3.21 | | 1999 | N/A | N/A | N/A | 14.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1010 | 2021 | 49.98 | | 1-Month | 1605 | 2113 | 75.96 | | 3-Month | 1463 | 2091 | 69.97 | | 6-Month | 1032 | 2064 | 50.00 | | 1-Year | 830 | 2011 | 41.27 | | 3-Year | 1172 | 1707 | 68.66 | | 5-Year | 946 | 1360 | 69.56 |
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0.20% Nasdaq 0.00%
Performance
