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| Morningstar Return Rating: | Average | | Year to Date Return: | -3.60% | | 5-Year Average Return: | 0.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 26.49% | |
Worst 1-Yr Total Return (2008): | -37.01% | |
Best 3-Yr Total Return (2005-7): | 8.44% | |
Worst 3-Yr Total Return (2006-8): | -8.46% |
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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 | WFSPX | Category | Diff | Index* | Diff | | Year To Date | -3.60 | -3.57 | -0.03 | -3.60 | 0 | | 1-Month | -3.60 | -3.57 | -0.03 | -3.60 | 0 | | 3-Month | 4.16 | 3.99 | 0.17 | 4.16 | 0 | | 1-Year | 33.14 | 34.15 | -1.01 | 33.14 | 0 | | 3-Year | -7.28 | -7.17 | -0.11 | -7.24 | -0.04 | | 5-Year | 0.08 | 0.19 | -0.11 | 0.18 | -0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.77 | 46.19 | -0.42 | 45.76 | 0.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.18 | -17.46 | -0.72 | -18.25 | 0.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WFSPX | Category | Diff | | 2009 | | | 26.49 | 28.17 | -1.68 | | 2008 | | | -37.01 | -37.79 | 0.78 | | 2007 | | | 5.36 | 6.16 | -0.80 | | 2006 | | | 15.60 | 14.17 | 1.43 | | 2005 | | | 4.71 | 5.88 | -1.17 | | 2004 | | | 10.68 | 10.02 | 0.66 | | 2003 | | | 28.37 | 27.05 | 1.32 | | 2002 | | | -22.20 | -22.25 | 0.05 | | 2001 | | | -12.11 | -13.50 | 1.39 | | 2000 | | | -9.34 | -6.31 | -3.03 |
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| PAST QUARTERLY RETURNS (%) FOR
WFSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.97 | 15.94 | 15.56 | 6.03 | | 2008 | -9.47 | -2.76 | -8.49 | -21.81 | | 2007 | 0.60 | 6.23 | 2.03 | -3.37 | | 2006 | 4.17 | -1.48 | 5.63 | 6.64 | | 2005 | -2.19 | 1.32 | 3.56 | 2.03 | | 2004 | 1.65 | 1.67 | -1.91 | 9.19 | | 2003 | -3.22 | 15.31 | 2.59 | 12.12 | | 2002 | 0.23 | -13.43 | -17.29 | 8.41 | | 2001 | -11.94 | 5.85 | -14.79 | 10.66 | | 2000 | 2.20 | -2.75 | -0.97 | -7.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 852 | 2131 | 39.98 | | 1-Month | 788 | 2131 | 36.98 | | 3-Month | 630 | 2102 | 29.97 | | 6-Month | 579 | 2071 | 27.96 | | 1-Year | 811 | 2011 | 40.33 | | 3-Year | 736 | 1772 | 41.53 | | 5-Year | 572 | 1376 | 41.57 |
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1.52% Nasdaq 0.00%
Performance
