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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.27% | | 5-Year Average Return: | -2.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.47% | |
Worst 1-Yr Total Return (2008): | -61.01% | |
Best 3-Yr Total Return (2005-7): | 16.03% | |
Worst 3-Yr Total Return (2006-8): | -18.42% |
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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 | WGGFX | Category | Diff | Index* | Diff | | Year To Date | 30.27 | 21.65 | 8.62 | 17.05 | 13.22 | | 1-Month | -6.52 | -5.90 | -0.62 | -1.86 | -4.66 | | 3-Month | -1.92 | 2.07 | -3.99 | 5.48 | -7.4 | | 1-Year | 25.09 | 13.17 | 11.92 | 9.80 | 15.29 | | 3-Year | -13.84 | -7.45 | -6.39 | -7.02 | -6.82 | | 5-Year | -2.25 | 0.22 | -2.47 | 0.33 | -2.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.50 | 52.20 | 16.3 | 45.76 | 22.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.91 | -18.89 | -11.02 | -18.25 | -11.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WGGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -61.01 | -41.55 | -19.46 | | 2007 | | | 23.47 | 7.59 | 15.88 | | 2006 | | | 12.76 | 10.81 | 1.95 | | 2005 | | | 12.18 | 6.02 | 6.16 | | 2004 | | | 12.09 | 12.41 | -0.32 | | 2003 | | | 91.74 | 45.54 | 46.20 | | 2002 | | | -37.52 | -27.88 | -9.64 | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WGGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.42 | 36.05 | 15.64 | N/A | | 2008 | -26.64 | 5.01 | -22.01 | -35.09 | | 2007 | -2.02 | 19.43 | -1.16 | 6.75 | | 2006 | 19.64 | -9.20 | -4.08 | 8.22 | | 2005 | -8.30 | 9.33 | 10.16 | 1.58 | | 2004 | 0.90 | -1.10 | -5.71 | 19.12 | | 2003 | 6.26 | 43.86 | 18.12 | 6.19 | | 2002 | -3.33 | -18.42 | -24.05 | 4.31 | | 2001 | N/A | N/A | -33.31 | 35.82 | | 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 | 94 | 790 | 11.90 | | 1-Month | 369 | 820 | 45.00 | | 3-Month | 286 | 819 | 34.92 | | 6-Month | 72 | 800 | 9.00 | | 1-Year | 89 | 783 | 11.37 | | 3-Year | 538 | 669 | 80.42 | | 5-Year | 373 | 554 | 67.33 |
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1.48% Nasdaq 0.00%
Performance
