|
| Morningstar Return Rating: | | | Year to Date Return: | 38.26% | | 5-Year Average Return: | 1.68% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -29.88% | |
Worst 1-Yr Total Return (2008): | -29.88% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WILTX | Category | Diff | Index* | Diff | | Year To Date | 38.26 | 42.53 | -4.27 | 7.61 | 30.65 | | 1-Month | 1.60 | 1.09 | 0.51 | 1.29 | 0.31 | | 3-Month | 6.34 | 7.76 | -1.42 | 2.86 | 3.48 | | 1-Year | 40.71 | 48.90 | -8.19 | 11.63 | 29.08 | | 3-Year | -1.89 | 2.47 | -4.36 | 6.40 | -8.29 | | 5-Year | 1.68 | 4.02 | -2.34 | 5.49 | -3.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.70 | 35.54 | 0.16 | 7.06 | 28.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.42 | 0.71 | -0.29 | 7.94 | -7.52 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WILTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.88 | -26.41 | -3.47 | | 2007 | | | N/A | 1.47 | N/A | | 2006 | | | N/A | 10.14 | N/A | | 2005 | | | N/A | 2.59 | N/A | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WILTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.21 | 19.41 | 11.38 | N/A | | 2008 | -4.07 | -1.05 | -12.34 | -15.74 | | 2007 | N/A | N/A | N/A | -3.89 | | 2006 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 412 | 543 | 75.87 | | 1-Month | 390 | 574 | 67.94 | | 3-Month | 456 | 571 | 79.86 | | 6-Month | 391 | 559 | 69.95 | | 1-Year | 382 | 543 | 70.35 | | 3-Year | | 467 | N/A | | 5-Year | | 403 | N/A |
|
|
|
|
|
1.27% Nasdaq 
0.03 (0.38%) 
Performance
