|
| Morningstar Return Rating: | | | Year to Date Return: | 19.94% | | 5-Year Average Return: | 0.25% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -35.76% | |
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 |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WISCX | Category | Diff | Index* | Diff | | Year To Date | 19.94 | 19.13 | 0.81 | 17.05 | 2.89 | | 1-Month | -3.36 | -5.65 | 2.29 | -1.86 | -1.5 | | 3-Month | 4.17 | 2.75 | 1.42 | 5.48 | -1.31 | | 1-Year | 11.37 | 11.45 | -0.08 | 9.80 | 1.57 | | 3-Year | -8.28 | -8.46 | 0.18 | -7.02 | -1.26 | | 5-Year | 0.25 | 0.52 | -0.27 | 0.33 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.27 | 57.02 | -1.75 | 45.76 | 9.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.49 | -18.27 | -3.22 | -18.25 | -3.24 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WISCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WISCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.00 | 22.18 | 18.11 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 256 | 641 | 39.94 | | 1-Month | 145 | 662 | 21.90 | | 3-Month | 156 | 652 | 23.93 | | 6-Month | 122 | 647 | 18.86 | | 1-Year | 200 | 630 | 31.75 | | 3-Year | | 553 | N/A | | 5-Year | | 452 | N/A |
|
|
|
|
|