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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.48% | | 5-Year Average Return: | -1.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.65% | |
Worst 1-Yr Total Return (2008): | -44.34% | |
Best 3-Yr Total Return (2004-6): | 10.25% | |
Worst 3-Yr Total Return (2006-8): | -14.19% |
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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 | WGROX | Category | Diff | Index* | Diff | | Year To Date | 35.48 | 25.65 | 9.83 | 24.07 | 11.41 | | 1-Month | 3.17 | 3.38 | -0.21 | 6.00 | -2.83 | | 3-Month | 3.21 | 3.71 | -0.5 | 7.91 | -4.7 | | 1-Year | 46.67 | 31.83 | 14.84 | 25.39 | 21.28 | | 3-Year | -6.87 | -7.28 | 0.41 | -5.79 | -1.08 | | 5-Year | -1.25 | -0.38 | -0.87 | 0.71 | -1.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.45 | 53.06 | 8.39 | 45.76 | 15.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.34 | -19.68 | 3.34 | -18.25 | 1.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WGROX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.34 | -41.55 | -2.79 | | 2007 | | | 6.40 | 7.59 | -1.19 | | 2006 | | | 6.68 | 10.81 | -4.13 | | 2005 | | | 3.26 | 6.02 | -2.76 | | 2004 | | | 21.65 | 12.41 | 9.24 | | 2003 | | | 38.46 | 45.54 | -7.08 | | 2002 | | | -22.89 | -27.88 | 4.99 | | 2001 | | | 28.82 | -8.91 | 37.73 | | 2000 | | | 37.39 | -3.85 | 41.24 | | 1999 | | | 19.35 | 64.77 | -45.42 |
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| PAST QUARTERLY RETURNS (%) FOR
WGROX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.33 | 29.50 | 14.92 | N/A | | 2008 | -14.66 | -1.83 | -8.94 | -27.03 | | 2007 | 4.65 | 8.52 | -4.93 | -1.45 | | 2006 | 8.83 | -8.03 | 0.69 | 5.85 | | 2005 | -4.12 | 6.56 | -0.59 | 1.66 | | 2004 | 9.07 | -1.32 | -3.17 | 16.72 | | 2003 | -7.53 | 27.16 | 6.92 | 10.14 | | 2002 | 10.14 | -9.24 | -26.37 | 4.75 | | 2001 | 0.84 | 30.74 | -16.62 | 17.19 | | 2000 | -1.54 | 10.02 | 13.68 | 11.56 | | 1999 | N/A | N/A | N/A | 13.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 102 | 786 | 12.98 | | 1-Month | 163 | 816 | 19.98 | | 3-Month | 48 | 815 | 5.89 | | 6-Month | 152 | 802 | 18.95 | | 1-Year | 65 | 781 | 8.32 | | 3-Year | 256 | 667 | 38.38 | | 5-Year | 313 | 563 | 55.60 |
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0.20% Nasdaq 
Performance
