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WHG Income Opportunity Inst (WHGIX)

On Nov 27: 10.02   0.04 (0.40%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Above average Year to Date Return: 7.59% 5-Year Average Return: N/A Number of Years Up: 2 Number of Years Down: 1 Best 1-Yr Total Return (2006): 12.60% Worst 1-Yr Total Return (2008): -4.58% Best 3-Yr Total Return (2006-8): 2.57% Worst 3-Yr Total Return (2006-8): 2.57% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return WHGIX Category Diff Index* Diff Year To Date 7.59 16.51 -8.92 N/A N/A 1-Month 0.31 -0.33 0.64 N/A N/A 3-Month 2.88 4.50 -1.62 N/A N/A 1-Year 7.50 15.92 -8.42 N/A N/A 3-Year 2.09 0.19 1.9 N/A N/A 5-Year N/A 2.75 N/A N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 12.00 25.13 -13.13 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) 0.12 -3.25 3.37 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year WHGIX Category Diff 2009 N/A N/A N/A 2008 -4.58 -18.61 14.03 2007 0.43 4.53 -4.10 2006 12.60 8.16 4.44 2005 N/A 2.97 N/A 2004 N/A 5.46 N/A 2003 N/A 12.34 N/A 2002 N/A -3.11 N/A 2001 N/A -0.39 N/A 2000 N/A 4.28 N/A 1999 N/A 5.85 N/A PAST QUARTERLY RETURNS (%) FOR WHGIX   Q1 Q2 Q3 Q4 2009 -3.85 4.53 6.71 N/A 2008 1.29 -0.78 -3.55 -1.56 2007 3.64 1.91 -2.39 -2.59 2006 4.24 -0.49 3.27 5.12 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 592 637 92.94 1-Month 32 644 4.97 3-Month 579 644 89.91 6-Month 574 638 89.97 1-Year 432 633 68.25 3-Year 60 506 11.86 5-Year 343 N/A
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