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| Morningstar Return Rating: | Below average | | Year to Date Return: | 0.31% | | 5-Year Average Return: | 3.24% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.40% | |
Worst 1-Yr Total Return (2005): | 1.22% | |
Best 3-Yr Total Return (2006-8): | 4.95% | |
Worst 3-Yr Total Return (2004-6): | 2.03% |
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| 1-Year: | 4.20% | | 3-Year: | 4.44% | | 5-Year: | 3.32% | | 10-Year: | 4.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WGVCX | Category | Diff | Index* | Diff | | Year To Date | 0.31 | 5.18 | -4.87 | 6.24 | -5.93 | | 1-Month | 0.20 | 0.57 | -0.37 | 0.49 | -0.29 | | 3-Month | 1.45 | 2.42 | -0.97 | 2.60 | -1.15 | | 1-Year | 6.76 | 10.54 | -3.78 | 13.79 | -7.03 | | 3-Year | 4.35 | 5.52 | -1.17 | 6.35 | -2 | | 5-Year | 3.24 | 4.28 | -1.04 | 5.05 | -1.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.03 | 4.85 | -2.82 | 7.06 | -5.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.41 | 7.28 | -1.87 | 7.94 | -2.53 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WGVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.40 | 4.76 | 2.64 | | 2007 | | | 5.05 | 6.09 | -1.04 | | 2006 | | | 2.45 | 3.47 | -1.02 | | 2005 | | | 1.22 | 1.91 | -0.69 | | 2004 | | | 2.43 | 3.01 | -0.58 | | 2003 | | | 0.87 | 1.90 | -1.03 | | 2002 | | | 8.35 | 9.23 | -0.88 | | 2001 | | | 5.94 | 6.81 | -0.87 | | 2000 | | | 10.27 | 10.86 | -0.59 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WGVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.32 | -1.18 | 1.63 | N/A | | 2008 | 2.34 | -1.31 | 1.20 | 5.08 | | 2007 | 1.23 | -0.97 | 2.29 | 2.45 | | 2006 | -1.02 | -0.46 | 3.12 | 0.84 | | 2005 | -0.58 | 2.56 | -0.85 | 0.12 | | 2004 | 2.30 | -2.89 | 2.56 | 0.53 | | 2003 | 0.37 | 1.26 | -0.32 | -0.44 | | 2002 | -0.34 | 3.70 | 4.41 | 0.41 | | 2001 | 1.88 | -0.12 | 5.12 | -0.96 | | 2000 | 1.96 | 0.87 | 2.64 | 4.45 | | 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 | 322 | 367 | 87.74 | | 1-Month | 250 | 374 | 66.84 | | 3-Month | 355 | 374 | 94.92 | | 6-Month | 335 | 373 | 89.81 | | 1-Year | 258 | 357 | 72.27 | | 3-Year | 219 | 345 | 63.48 | | 5-Year | 215 | 318 | 67.61 |
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