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| Morningstar Return Rating: | | | Year to Date Return: | -2.89% | | 5-Year Average Return: | -0.32% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 28.73% | |
Worst 1-Yr Total Return (2008): | -35.76% | |
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 | WISCX | Category | Diff | Index* | Diff | | Year To Date | -2.89 | -3.42 | 0.53 | -3.60 | 0.71 | | 1-Month | -2.89 | -3.42 | 0.53 | -3.60 | 0.71 | | 3-Month | 4.23 | 6.97 | -2.74 | 4.16 | 0.07 | | 1-Year | 40.84 | 41.29 | -0.45 | 33.14 | 7.7 | | 3-Year | -9.13 | -7.80 | -1.33 | -7.24 | -1.89 | | 5-Year | -0.32 | 0.36 | -0.68 | 0.18 | -0.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.27 | 57.75 | -2.48 | 45.76 | 9.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.49 | -19.37 | -2.12 | -18.25 | -3.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WISCX | Category | Diff | | 2009 | | | 28.73 | 31.80 | -3.07 | | 2008 | | | -35.76 | -36.56 | 0.80 | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WISCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.00 | 22.18 | 18.11 | 3.72 | | 2008 | -11.32 | 2.46 | -5.12 | -25.48 | | 2007 | N/A | N/A | N/A | -8.76 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 404 | 686 | 58.89 | | 1-Month | 363 | 686 | 52.92 | | 3-Month | 645 | 679 | 94.99 | | 6-Month | 453 | 667 | 67.92 | | 1-Year | 261 | 656 | 39.79 | | 3-Year | | 574 | N/A | | 5-Year | | 475 | N/A |
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1.52% Nasdaq 0.00%
Performance
