|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.93% | | 5-Year Average Return: | 4.32% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.14% | |
Worst 1-Yr Total Return (2008): | 1.56% | |
Best 3-Yr Total Return (2005-7): | 4.92% | |
Worst 3-Yr Total Return (2004-6): | 3.84% |
|
| 1-Year: | 1.12% | | 3-Year: | 3.49% | | 5-Year: | 3.80% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WICAX | Category | Diff | Index* | Diff | | Year To Date | 3.93 | 16.51 | -12.58 | N/A | N/A | | 1-Month | -1.19 | -0.33 | -0.86 | N/A | N/A | | 3-Month | 2.55 | 4.50 | -1.95 | N/A | N/A | | 1-Year | 4.16 | 15.92 | -11.76 | N/A | N/A | | 3-Year | 4.33 | 0.19 | 4.14 | N/A | N/A | | 5-Year | 4.32 | 2.75 | 1.57 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.98 | 25.13 | -20.15 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.88 | -3.25 | 7.13 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WICAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.56 | -18.61 | 20.17 | | 2007 | | | 6.14 | 4.53 | 1.61 | | 2006 | | | 6.12 | 8.16 | -2.04 | | 2005 | | | 2.53 | 2.97 | -0.44 | | 2004 | | | 2.91 | 5.46 | -2.55 | | 2003 | | | 4.07 | 12.34 | -8.27 | | 2002 | | | 0.35 | -3.11 | 3.46 | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WICAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.19 | 0.19 | 4.78 | N/A | | 2008 | 0.29 | 0.47 | 0.38 | 0.41 | | 2007 | 1.31 | 1.67 | 1.73 | 1.30 | | 2006 | 1.25 | 0.66 | 1.97 | 2.11 | | 2005 | -0.29 | 1.35 | 0.76 | 0.69 | | 2004 | 0.68 | -0.67 | 0.87 | 2.02 | | 2003 | -0.10 | 2.09 | -0.10 | 2.14 | | 2002 | -0.98 | -0.10 | 0.20 | 1.24 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 605 | 637 | 94.98 | | 1-Month | 328 | 644 | 50.93 | | 3-Month | 547 | 644 | 84.94 | | 6-Month | 606 | 638 | 94.98 | | 1-Year | 440 | 633 | 69.51 | | 3-Year | 7 | 506 | 1.38 | | 5-Year | 20 | 343 | 5.83 |
|
|
|
|
|
1.48% Nasdaq 0.00%
Performance
