|
| Morningstar Return Rating: | Average | | Year to Date Return: | 23.73% | | 5-Year Average Return: | 0.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.46% | |
Worst 1-Yr Total Return (2008): | -37.11% | |
Best 3-Yr Total Return (2004-6): | 10.36% | |
Worst 3-Yr Total Return (2006-8): | -8.98% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WFIVX | Category | Diff | Index* | Diff | | Year To Date | 23.73 | 25.10 | -1.37 | 24.07 | -0.34 | | 1-Month | 5.56 | 5.28 | 0.28 | 6.00 | -0.44 | | 3-Month | 7.23 | 7.01 | 0.22 | 7.91 | -0.68 | | 1-Year | 25.83 | 28.01 | -2.18 | 25.39 | 0.44 | | 3-Year | -6.25 | -5.87 | -0.38 | -5.79 | -0.46 | | 5-Year | 0.37 | 0.64 | -0.27 | 0.71 | -0.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.89 | 46.08 | -0.19 | 45.76 | 0.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -17.41 | -1.25 | -18.25 | -0.41 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WFIVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.11 | -37.79 | 0.68 | | 2007 | | | 4.75 | 6.16 | -1.41 | | 2006 | | | 14.46 | 14.17 | 0.29 | | 2005 | | | 5.63 | 5.88 | -0.25 | | 2004 | | | 11.17 | 10.02 | 1.15 | | 2003 | | | 29.62 | 27.05 | 2.57 | | 2002 | | | -21.32 | -22.25 | 0.93 | | 2001 | | | -11.49 | -13.50 | 2.01 | | 2000 | | | -11.07 | -6.31 | -4.76 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WFIVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.69 | 15.77 | 16.27 | N/A | | 2008 | -9.58 | -1.96 | -8.63 | -22.36 | | 2007 | 1.25 | 5.67 | 1.40 | -3.44 | | 2006 | 5.00 | -2.16 | 4.14 | 6.98 | | 2005 | -2.38 | 2.13 | 3.78 | 2.08 | | 2004 | 2.40 | 1.17 | -2.11 | 9.61 | | 2003 | -3.38 | 15.89 | 3.40 | 11.96 | | 2002 | 0.77 | -12.77 | -16.90 | 7.71 | | 2001 | -12.50 | 7.20 | -15.91 | 12.21 | | 2000 | 3.31 | -4.52 | 0.17 | -10.00 | | 1999 | N/A | N/A | N/A | 17.71 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1010 | 2021 | 49.98 | | 1-Month | 485 | 2113 | 22.95 | | 3-Month | 982 | 2091 | 46.96 | | 6-Month | 722 | 2064 | 34.98 | | 1-Year | 868 | 2011 | 43.16 | | 3-Year | 826 | 1707 | 48.39 | | 5-Year | 654 | 1360 | 48.09 |
|
|
|
|
|