|
| Morningstar Return Rating: | Average | | Year to Date Return: | 27.66% | | 5-Year Average Return: | 4.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.49% | |
Worst 1-Yr Total Return (2008): | -47.74% | |
Best 3-Yr Total Return (2004-6): | 22.36% | |
Worst 3-Yr Total Return (2006-8): | -10.86% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WIBCX | Category | Diff | Index* | Diff | | Year To Date | 27.66 | 24.47 | 3.19 | 27.36 | 0.3 | | 1-Month | -1.99 | -2.54 | 0.55 | -1.25 | -0.74 | | 3-Month | 6.32 | 5.67 | 0.65 | 8.10 | -1.78 | | 1-Year | 27.22 | 25.04 | 2.18 | 27.71 | -0.49 | | 3-Year | -8.87 | -5.94 | -2.93 | -5.22 | -3.65 | | 5-Year | 4.07 | 4.57 | -0.5 | 5.10 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.65 | 57.09 | 4.56 | 59.35 | 2.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.50 | -14.01 | -5.49 | -14.95 | -4.55 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WIBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.74 | -43.99 | -3.75 | | 2007 | | | 5.50 | 12.71 | -7.21 | | 2006 | | | 28.49 | 24.77 | 3.72 | | 2005 | | | 21.13 | 14.72 | 6.41 | | 2004 | | | 17.71 | 17.39 | 0.32 | | 2003 | | | 31.96 | 33.58 | -1.62 | | 2002 | | | -14.51 | -16.69 | 2.18 | | 2001 | | | -24.18 | -21.67 | -2.51 | | 2000 | | | -17.58 | -16.34 | -1.24 | | 1999 | | | 34.26 | 40.28 | -6.02 |
|
| PAST QUARTERLY RETURNS (%) FOR
WIBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.08 | 28.54 | 19.32 | N/A | | 2008 | -9.54 | -0.30 | -23.44 | -24.32 | | 2007 | 2.97 | 6.00 | 0.57 | -3.89 | | 2006 | 10.16 | 1.42 | 2.60 | 12.10 | | 2005 | 1.41 | 2.05 | 11.80 | 4.70 | | 2004 | 2.95 | -0.53 | 0.15 | 14.78 | | 2003 | -6.22 | 17.69 | 3.90 | 15.09 | | 2002 | 1.82 | -2.90 | -18.45 | 6.03 | | 2001 | -17.39 | -0.80 | -17.20 | 11.75 | | 2000 | 2.28 | -6.93 | -5.39 | -8.48 | | 1999 | N/A | N/A | N/A | 30.24 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 264 | 827 | 31.92 | | 1-Month | 705 | 850 | 82.94 | | 3-Month | 753 | 847 | 88.90 | | 6-Month | 167 | 838 | 19.93 | | 1-Year | 323 | 803 | 40.22 | | 3-Year | 435 | 600 | 72.50 | | 5-Year | 228 | 466 | 48.93 |
|
|
|
|
|
0.22% Nasdaq 
0.03 (0.20%) 
Performance
