|
| Morningstar Return Rating: | Low | | Year to Date Return: | 30.65% | | 5-Year Average Return: | -2.06% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.80% | |
Worst 1-Yr Total Return (2008): | -60.94% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WGGIX | Category | Diff | Index* | Diff | | Year To Date | 30.65 | 21.65 | 9 | 17.05 | 13.6 | | 1-Month | -6.55 | -5.90 | -0.65 | -1.86 | -4.69 | | 3-Month | -1.90 | 2.07 | -3.97 | 5.48 | -7.38 | | 1-Year | 25.49 | 13.17 | 12.32 | 9.80 | 15.69 | | 3-Year | -13.59 | -7.45 | -6.14 | -7.02 | -6.57 | | 5-Year | -2.06 | 0.22 | -2.28 | 0.33 | -2.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.84 | 52.20 | 16.64 | 45.76 | 23.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.69 | -18.89 | -10.8 | -18.25 | -11.44 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WGGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -60.94 | -41.55 | -19.39 | | 2007 | | | 23.80 | 7.59 | 16.21 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WGGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.25 | 36.02 | 15.80 | N/A | | 2008 | -26.58 | 5.04 | -22.01 | -35.06 | | 2007 | -1.96 | 19.51 | -1.12 | 6.86 | | 2006 | N/A | N/A | -4.03 | 8.43 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 94 | 790 | 11.90 | | 1-Month | 360 | 820 | 43.90 | | 3-Month | 253 | 819 | 30.89 | | 6-Month | 72 | 800 | 9.00 | | 1-Year | 79 | 783 | 10.09 | | 3-Year | 537 | 669 | 80.27 | | 5-Year | | 554 | N/A |
|
|
|
|
|