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| Morningstar Return Rating: | Above average | | Year to Date Return: | -16.39% | | 5-Year Average Return: | 7.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | 37.77% | |
Worst 1-Yr Total Return (2006): | -0.18% | |
Best 3-Yr Total Return (2006-8): | 14.79% | |
Worst 3-Yr Total Return (2005-7): | 6.65% |
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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 | WHOSX | Category | Diff | Index* | Diff | | Year To Date | -16.39 | -10.81 | -5.58 | 7.61 | -24 | | 1-Month | 1.14 | 2.07 | -0.93 | 1.29 | -0.15 | | 3-Month | 0.21 | 2.47 | -2.26 | 2.86 | -2.65 | | 1-Year | -3.95 | -0.47 | -3.48 | 11.63 | -15.58 | | 3-Year | 6.98 | 6.72 | 0.26 | 6.40 | 0.58 | | 5-Year | 7.63 | 6.40 | 1.23 | 5.49 | 2.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | -0.12 | 1.40 | -1.52 | 7.06 | -7.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.60 | 7.56 | 4.04 | 7.94 | 3.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WHOSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 37.77 | 27.67 | 10.10 | | 2007 | | | 10.00 | 9.76 | 0.24 | | 2006 | | | -0.18 | 0.15 | -0.33 | | 2005 | | | 10.49 | 6.06 | 4.43 | | 2004 | | | 10.22 | 7.39 | 2.83 | | 2003 | | | 1.29 | 1.75 | -0.46 | | 2002 | | | 16.88 | 13.86 | 3.02 | | 2001 | | | 2.89 | 4.10 | -1.21 | | 2000 | | | 21.98 | 17.06 | 4.92 | | 1999 | | | -12.36 | -8.24 | -4.12 |
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| PAST QUARTERLY RETURNS (%) FOR
WHOSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.22 | -10.95 | 5.84 | N/A | | 2008 | 3.35 | -2.96 | 4.48 | 31.47 | | 2007 | 0.26 | -3.04 | 5.56 | 7.19 | | 2006 | -5.81 | -2.54 | 8.67 | 0.06 | | 2005 | 1.93 | 11.35 | -4.05 | 1.45 | | 2004 | 6.57 | -6.61 | 8.25 | 2.30 | | 2003 | 0.83 | 6.03 | -3.93 | -1.37 | | 2002 | -2.76 | 5.85 | 14.15 | -0.52 | | 2001 | 0.40 | -2.25 | 6.75 | -1.79 | | 2000 | 10.19 | 0.17 | 2.56 | 7.75 | | 1999 | N/A | N/A | N/A | -2.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 32 | 62.50 | | 1-Month | 23 | 32 | 71.88 | | 3-Month | 28 | 32 | 87.50 | | 6-Month | 26 | 32 | 81.25 | | 1-Year | 21 | 32 | 65.63 | | 3-Year | 18 | 28 | 64.29 | | 5-Year | 8 | 25 | 32.00 |
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0.20% Nasdaq 0.00%
0.67 (4.37%) 
Performance
