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| Morningstar Return Rating: | High | | Year to Date Return: | 43.05% | | 5-Year Average Return: | 6.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.79% | |
Worst 1-Yr Total Return (2008): | -19.94% | |
Best 3-Yr Total Return (2004-6): | 6.88% | |
Worst 3-Yr Total Return (2006-8): | -2.55% |
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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 | WHIYX | Category | Diff | Index* | Diff | | Year To Date | 43.05 | 42.53 | 0.52 | 7.61 | 35.44 | | 1-Month | 1.07 | 1.09 | -0.02 | 1.29 | -0.22 | | 3-Month | 6.92 | 7.76 | -0.84 | 2.86 | 4.06 | | 1-Year | 49.35 | 48.90 | 0.45 | 11.63 | 37.72 | | 3-Year | 6.67 | 2.47 | 4.2 | 6.40 | 0.27 | | 5-Year | 6.33 | 4.02 | 2.31 | 5.49 | 0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.44 | 35.54 | -5.1 | 7.06 | 23.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.70 | 0.71 | 6.99 | 7.94 | -0.24 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WHIYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.94 | -26.41 | 6.47 | | 2007 | | | 4.35 | 1.47 | 2.88 | | 2006 | | | 10.79 | 10.14 | 0.65 | | 2005 | | | 1.54 | 2.59 | -1.05 | | 2004 | | | 8.55 | 9.99 | -1.44 | | 2003 | | | 19.18 | 24.36 | -5.18 | | 2002 | | | 2.46 | -1.52 | 3.98 | | 2001 | | | 10.81 | 2.39 | 8.42 | | 2000 | | | -6.84 | -7.12 | 0.28 | | 1999 | | | 5.64 | 5.05 | 0.59 |
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| PAST QUARTERLY RETURNS (%) FOR
WHIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.95 | 16.38 | 10.94 | N/A | | 2008 | -3.73 | 3.65 | -5.57 | -15.03 | | 2007 | 3.33 | 0.74 | 0.90 | -0.64 | | 2006 | 2.57 | 0.81 | 2.42 | 4.61 | | 2005 | -1.75 | 0.61 | 1.91 | 0.79 | | 2004 | 1.72 | -0.98 | 3.63 | 3.99 | | 2003 | 3.29 | 6.19 | 3.77 | 4.71 | | 2002 | 2.73 | -3.43 | -0.68 | 3.99 | | 2001 | 4.91 | 1.00 | -2.36 | 7.10 | | 2000 | -3.03 | -0.15 | -1.43 | -2.38 | | 1999 | N/A | N/A | N/A | 6.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 314 | 543 | 57.83 | | 1-Month | 269 | 574 | 46.86 | | 3-Month | 342 | 571 | 59.89 | | 6-Month | 408 | 559 | 72.99 | | 1-Year | 307 | 543 | 56.54 | | 3-Year | 12 | 467 | 2.57 | | 5-Year | 15 | 403 | 3.72 |
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0.10% Nasdaq 
0.27%
Performance
