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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.54% | | 5-Year Average Return: | 6.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.43% | |
Worst 1-Yr Total Return (2008): | -4.82% | |
Best 3-Yr Total Return (2005-7): | 6.48% | |
Worst 3-Yr Total Return (2006-8): | 3.55% |
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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 | WGBYX | Category | Diff | Index* | Diff | | Year To Date | 15.54 | 14.19 | 1.35 | 6.24 | 9.3 | | 1-Month | 0.99 | 0.74 | 0.25 | 0.49 | 0.5 | | 3-Month | 3.75 | 5.11 | -1.36 | 2.60 | 1.15 | | 1-Year | 20.94 | 22.15 | -1.21 | 13.79 | 7.15 | | 3-Year | 7.19 | 6.75 | 0.44 | 6.35 | 0.84 | | 5-Year | 6.24 | 5.08 | 1.16 | 5.05 | 1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.39 | 18.82 | -6.43 | 7.06 | 5.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.73 | 7.98 | -2.25 | 7.94 | -2.21 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WGBYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.82 | -1.57 | -3.25 | | 2007 | | | 10.43 | 7.28 | 3.15 | | 2006 | | | 5.65 | 5.42 | 0.23 | | 2005 | | | 3.49 | -3.33 | 6.82 | | 2004 | | | 5.72 | 8.98 | -3.26 | | 2003 | | | 12.03 | 13.79 | -1.76 | | 2002 | | | 2.20 | 14.10 | -11.90 | | 2001 | | | 8.42 | 1.95 | 6.47 | | 2000 | | | -4.48 | 3.21 | -7.69 | | 1999 | | | 2.41 | -2.86 | 5.27 |
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| PAST QUARTERLY RETURNS (%) FOR
WGBYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.73 | 6.62 | 4.45 | N/A | | 2008 | 3.97 | -0.17 | -5.07 | -3.40 | | 2007 | 2.06 | 1.19 | 4.44 | 2.39 | | 2006 | 1.69 | 0.90 | 0.93 | 2.01 | | 2005 | -0.56 | 1.43 | 2.26 | 0.34 | | 2004 | 2.33 | -2.35 | 2.85 | 2.87 | | 2003 | 3.39 | 5.41 | 0.34 | 2.44 | | 2002 | 0.60 | -3.05 | 0.69 | 4.06 | | 2001 | 3.21 | 1.24 | 2.15 | 1.58 | | 2000 | -1.84 | -0.60 | 0.03 | -2.14 | | 1999 | N/A | N/A | N/A | 3.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 95 | 272 | 34.93 | | 1-Month | 195 | 292 | 66.78 | | 3-Month | 264 | 287 | 91.99 | | 6-Month | 250 | 282 | 88.65 | | 1-Year | 134 | 260 | 51.54 | | 3-Year | 82 | 188 | 43.62 | | 5-Year | 20 | 163 | 12.27 |
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1.23% Nasdaq 
Performance
