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| Morningstar Return Rating: | | | Year to Date Return: | 9.89% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -32.11% | |
Worst 1-Yr Total Return (2008): | -32.11% | |
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 | WHGSX | Category | Diff | Index* | Diff | | Year To Date | 9.89 | 19.13 | -9.24 | 17.05 | -7.16 | | 1-Month | -5.45 | -5.65 | 0.2 | -1.86 | -3.59 | | 3-Month | 2.16 | 2.75 | -0.59 | 5.48 | -3.32 | | 1-Year | 1.99 | 11.45 | -9.46 | 9.80 | -7.81 | | 3-Year | N/A | -8.46 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.52 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.45 | 57.02 | -11.57 | 45.76 | -0.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.03 | -18.27 | -8.76 | -18.25 | -8.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WHGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.11 | -36.56 | 4.45 | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WHGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.91 | 14.54 | 17.87 | N/A | | 2008 | -7.11 | 1.24 | -2.33 | -26.09 | | 2007 | N/A | N/A | -3.52 | -5.19 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 570 | 641 | 88.92 | | 1-Month | 456 | 662 | 68.88 | | 3-Month | 267 | 652 | 40.95 | | 6-Month | 595 | 647 | 91.96 | | 1-Year | 468 | 630 | 74.29 | | 3-Year | | 553 | N/A | | 5-Year | | 452 | N/A |
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0.01% Nasdaq 0.00%
Performance
