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| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.88% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.52% | |
Worst 1-Yr Total Return (2008): | -31.81% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | WHGLX | Category | Diff | Index* | Diff | | Year To Date | 5.88 | 15.79 | -9.91 | 17.05 | -11.17 | | 1-Month | -1.93 | -2.21 | 0.28 | -1.86 | -0.07 | | 3-Month | 3.72 | 5.62 | -1.9 | 5.48 | -1.76 | | 1-Year | -0.04 | 9.52 | -9.56 | 9.80 | -9.84 | | 3-Year | -5.68 | -8.36 | 2.68 | -7.02 | 1.34 | | 5-Year | N/A | 0.18 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.28 | 46.84 | -14.56 | 45.76 | -13.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.00 | -16.40 | -3.6 | -18.25 | -1.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WHGLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.81 | -37.09 | 5.28 | | 2007 | | | 12.52 | 1.42 | 11.10 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WHGLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.73 | 11.93 | 11.80 | N/A | | 2008 | -7.11 | -0.89 | -8.17 | -19.34 | | 2007 | 2.27 | 7.62 | 2.80 | -0.55 | | 2006 | N/A | N/A | 3.88 | 6.05 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1254 | 1335 | 93.93 | | 1-Month | 730 | 1379 | 52.94 | | 3-Month | 1217 | 1368 | 88.96 | | 6-Month | 1251 | 1346 | 92.94 | | 1-Year | 1048 | 1318 | 79.51 | | 3-Year | 144 | 1124 | 12.81 | | 5-Year | | 934 | N/A |
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0.11% Nasdaq 
Performance
