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| Morningstar Return Rating: | Average | | Year to Date Return: | 50.37% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.86% | |
Worst 1-Yr Total Return (2008): | -51.53% | |
Best 3-Yr Total Return (2006-8): | -12.71% | |
Worst 3-Yr Total Return (2006-8): | -12.71% |
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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 | WIISX | Category | Diff | Index* | Diff | | Year To Date | 50.37 | 41.20 | 9.17 | 27.36 | 23.01 | | 1-Month | -0.40 | -1.70 | 1.3 | -1.25 | 0.85 | | 3-Month | 11.28 | 8.51 | 2.77 | 8.10 | 3.18 | | 1-Year | 48.32 | 43.02 | 5.3 | 27.71 | 20.61 | | 3-Year | -3.91 | -5.30 | 1.39 | -5.22 | 1.31 | | 5-Year | N/A | 7.38 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.48 | 65.50 | 5.98 | 59.35 | 12.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.91 | -11.49 | -7.42 | -14.95 | -3.96 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WIISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.53 | -49.02 | -2.51 | | 2007 | | | 13.53 | 12.03 | 1.50 | | 2006 | | | 20.86 | 26.79 | -5.93 | | 2005 | | | N/A | 24.86 | N/A | | 2004 | | | N/A | 24.38 | N/A | | 2003 | | | N/A | 54.17 | N/A | | 2002 | | | N/A | -15.43 | N/A | | 2001 | | | N/A | -24.44 | N/A | | 2000 | | | N/A | -15.12 | N/A | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WIISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.83 | 32.86 | 20.67 | N/A | | 2008 | -7.62 | 0.54 | -26.15 | -29.33 | | 2007 | 7.07 | 7.02 | 1.23 | -2.14 | | 2006 | 14.16 | -4.71 | 0.91 | 10.11 | | 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 | 19 | 130 | 14.62 | | 1-Month | 25 | 133 | 18.80 | | 3-Month | 5 | 133 | 3.76 | | 6-Month | 14 | 132 | 10.61 | | 1-Year | 30 | 129 | 23.26 | | 3-Year | 43 | 103 | 41.75 | | 5-Year | | 78 | N/A |
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