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Monday, November 30, 2009, 10:21PM ET - U.S. Markets Closed. Dow Up 0.34% Nasdaq Up 0.29%
WHG Balanced Instl (WHGBX)On Nov 30: 9.51  Up 0.02 (0.21%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:5.59%
5-Year Average Return:N/A
Number of Years Up:1
Number of Years Down:1
Best 1-Yr Total Return (2007):10.05%
Worst 1-Yr Total Return (2008):-19.42%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnWHGBXCategoryDiffIndex*Diff
Year To Date5.5918.16-12.57N/AN/A
1-Month-0.97-1.240.27N/AN/A
3-Month2.894.71-1.82N/AN/A
1-Year3.9315.73-11.8N/AN/A
3-Year-1.50-2.661.16N/AN/A
5-YearN/A2.10N/AN/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)21.8433.32-11.48N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.67-8.51-2.16N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearWHGBXCategoryDiff
2009N/AN/AN/A
2008
 
-19.42-28.008.58
2007
 
10.055.994.06
2006N/A11.29N/A
2005N/A5.13N/A
2004N/A8.86N/A
2003N/A20.35N/A
2002N/A-12.02N/A
2001N/A-5.05N/A
2000N/A1.82N/A
1999N/A10.71N/A
PAST QUARTERLY RETURNS (%) FOR WHGBX 
Q1Q2Q3Q4
2009-8.838.298.00N/A
2008-3.40-0.90-4.98-11.41
20071.824.482.640.79
2006N/AN/AN/A3.78
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1174121196.94
1-Month729125857.95
3-Month1193125694.98
6-Month1159122095.00
1-Year900120474.75
3-Year22295023.37
5-Year796N/A

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