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| Morningstar Return Rating: | Above average | | Year to Date Return: | 42.28% | | 5-Year Average Return: | 6.09% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 31.82% | |
Worst 1-Yr Total Return (2008): | -53.45% | |
Best 3-Yr Total Return (2005-7): | 22.24% | |
Worst 3-Yr Total Return (2006-8): | -7.99% |
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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 | WIREX | Category | Diff | Index* | Diff | | Year To Date | 42.28 | 27.48 | 14.8 | 17.05 | 25.23 | | 1-Month | -4.36 | -5.86 | 1.5 | -1.86 | -2.5 | | 3-Month | 2.44 | 0.39 | 2.05 | 5.48 | -3.04 | | 1-Year | 25.27 | 28.28 | -3.01 | 9.80 | 15.47 | | 3-Year | -2.54 | -10.64 | 8.1 | -7.02 | 4.48 | | 5-Year | 6.09 | -1.77 | 7.86 | 0.33 | 5.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.21 | 48.27 | 17.94 | 45.76 | 20.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.20 | -15.70 | -2.5 | -18.25 | 0.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WIREX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.45 | -49.47 | -3.98 | | 2007 | | | 31.82 | 11.05 | 20.77 | | 2006 | | | 26.92 | 19.96 | 6.96 | | 2005 | | | 9.19 | 7.66 | 1.53 | | 2004 | | | -5.22 | 21.32 | -26.54 | | 2003 | | | 77.88 | 44.35 | 33.53 | | 2002 | | | -55.25 | -39.50 | -15.75 | | 2001 | | | -54.26 | -32.88 | -21.38 | | 2000 | | | N/A | -33.17 | N/A | | 1999 | | | N/A | 62.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WIREX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.31 | 26.01 | 18.43 | N/A | | 2008 | -16.52 | -0.69 | -20.97 | -28.95 | | 2007 | 3.03 | 12.68 | 14.19 | -0.57 | | 2006 | 15.14 | -6.68 | 6.04 | 11.39 | | 2005 | -15.49 | 9.63 | 15.01 | 2.46 | | 2004 | 1.99 | -7.32 | -15.79 | 19.06 | | 2003 | 1.33 | 37.12 | 11.78 | 14.53 | | 2002 | -19.41 | -35.63 | -29.01 | 21.51 | | 2001 | -46.29 | 11.13 | -38.69 | 25.00 | | 2000 | N/A | N/A | -2.23 | -41.40 | | 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 | 8 | 47 | 17.02 | | 1-Month | 10 | 47 | 21.28 | | 3-Month | 20 | 47 | 42.55 | | 6-Month | 7 | 47 | 14.89 | | 1-Year | 20 | 40 | 50.00 | | 3-Year | 4 | 33 | 12.12 | | 5-Year | 2 | 32 | 6.25 |
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0.22% Nasdaq 
Performance
