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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.24% | | 5-Year Average Return: | 4.49% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.65% | |
Worst 1-Yr Total Return (2005): | 2.50% | |
Best 3-Yr Total Return (2006-8): | 6.23% | |
Worst 3-Yr Total Return (2004-6): | 3.33% |
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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 | WGVYX | Category | Diff | Index* | Diff | | Year To Date | 1.24 | 5.18 | -3.94 | 6.24 | -5 | | 1-Month | 0.30 | 0.57 | -0.27 | 0.49 | -0.19 | | 3-Month | 1.74 | 2.42 | -0.68 | 2.60 | -0.86 | | 1-Year | 7.95 | 10.54 | -2.59 | 13.79 | -5.84 | | 3-Year | 5.59 | 5.52 | 0.07 | 6.35 | -0.76 | | 5-Year | 4.49 | 4.28 | 0.21 | 5.05 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.70 | 4.85 | -2.15 | 7.06 | -4.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.58 | 7.28 | -0.7 | 7.94 | -1.36 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WGVYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.65 | 4.76 | 3.89 | | 2007 | | | 6.35 | 6.09 | 0.26 | | 2006 | | | 3.74 | 3.47 | 0.27 | | 2005 | | | 2.50 | 1.91 | 0.59 | | 2004 | | | 3.75 | 3.01 | 0.74 | | 2003 | | | 2.04 | 1.90 | 0.14 | | 2002 | | | 9.56 | 9.23 | 0.33 | | 2001 | | | 7.04 | 6.81 | 0.23 | | 2000 | | | 11.68 | 10.86 | 0.82 | | 1999 | | | -0.33 | -1.35 | 1.02 |
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| PAST QUARTERLY RETURNS (%) FOR
WGVYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.06 | -0.91 | 1.92 | N/A | | 2008 | 2.63 | -1.02 | 1.49 | 5.39 | | 2007 | 1.54 | -0.67 | 2.61 | 2.76 | | 2006 | -0.72 | -0.15 | 3.45 | 1.17 | | 2005 | -0.27 | 2.88 | -0.53 | 0.43 | | 2004 | 2.71 | -2.65 | 2.89 | 0.85 | | 2003 | 0.59 | 1.59 | 0.04 | -0.19 | | 2002 | -0.08 | 3.99 | 4.71 | 0.69 | | 2001 | 2.09 | 0.19 | 5.43 | -0.74 | | 2000 | 2.27 | 1.49 | 2.69 | 4.78 | | 1999 | N/A | N/A | N/A | 0.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 289 | 367 | 78.75 | | 1-Month | 198 | 374 | 52.94 | | 3-Month | 325 | 374 | 86.90 | | 6-Month | 313 | 373 | 83.91 | | 1-Year | 243 | 357 | 68.07 | | 3-Year | 152 | 345 | 44.06 | | 5-Year | 114 | 318 | 35.85 |
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0.83% Nasdaq 0.00%
Performance
