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| Morningstar Return Rating: | High | | Year to Date Return: | 24.37% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.60% | |
Worst 1-Yr Total Return (2008): | -27.43% | |
Best 3-Yr Total Return (2006-8): | -1.12% | |
Worst 3-Yr Total Return (2006-8): | -1.12% |
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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 | WHGMX | Category | Diff | Index* | Diff | | Year To Date | 24.37 | 25.56 | -1.19 | 17.05 | 7.32 | | 1-Month | -1.48 | -4.12 | 2.64 | -1.86 | 0.38 | | 3-Month | 4.74 | 5.04 | -0.3 | 5.48 | -0.74 | | 1-Year | 20.65 | 18.21 | 2.44 | 9.80 | 10.85 | | 3-Year | 1.48 | -6.38 | 7.86 | -7.02 | 8.5 | | 5-Year | N/A | 1.42 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.70 | 53.89 | -5.19 | 45.76 | 2.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.96 | -16.12 | 2.16 | -18.25 | 4.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WHGMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.43 | -39.18 | 11.75 | | 2007 | | | 10.47 | 4.85 | 5.62 | | 2006 | | | 20.60 | 14.03 | 6.57 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WHGMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.50 | 16.81 | 16.84 | N/A | | 2008 | -5.09 | 3.27 | -7.87 | -19.64 | | 2007 | 8.69 | 6.13 | -2.93 | -1.35 | | 2006 | 9.13 | -1.65 | 3.18 | 8.91 | | 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 | 198 | 461 | 42.95 | | 1-Month | 53 | 484 | 10.95 | | 3-Month | 159 | 482 | 32.99 | | 6-Month | 144 | 466 | 30.90 | | 1-Year | 163 | 459 | 35.51 | | 3-Year | 8 | 378 | 2.12 | | 5-Year | | 298 | N/A |
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1.48% Nasdaq 0.00%
Performance
