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| Morningstar Return Rating: | | | Year to Date Return: | 21.51% | | 5-Year Average Return: | 1.23% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -36.09% | |
Worst 1-Yr Total Return (2008): | -36.09% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | WIMVX | Category | Diff | Index* | Diff | | Year To Date | 21.51 | 18.65 | 2.86 | 17.05 | 4.46 | | 1-Month | -2.69 | -2.18 | -0.51 | -1.86 | -0.83 | | 3-Month | 3.37 | 5.08 | -1.71 | 5.48 | -2.11 | | 1-Year | 13.99 | 11.86 | 2.13 | 9.80 | 4.19 | | 3-Year | -5.83 | -6.78 | 0.95 | -7.02 | 1.19 | | 5-Year | 1.23 | 0.49 | 0.74 | 0.33 | 0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.31 | 45.26 | -0.95 | 45.76 | -1.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.31 | -15.99 | -1.32 | -18.25 | 0.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WIMVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.09 | -37.79 | 1.70 | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WIMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.65 | 15.29 | 14.81 | N/A | | 2008 | -5.92 | -1.21 | -10.78 | -22.93 | | 2007 | N/A | N/A | N/A | -4.78 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 503 | 2013 | 24.99 | | 1-Month | 1477 | 2110 | 70.00 | | 3-Month | 1463 | 2090 | 70.00 | | 6-Month | 1065 | 2049 | 51.98 | | 1-Year | 287 | 1999 | 14.36 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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0.67% Nasdaq 
Performance
