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| Morningstar Return Rating: | Average | | Year to Date Return: | 50.07% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.68% | |
Worst 1-Yr Total Return (2008): | -51.56% | |
Best 3-Yr Total Return (2006-8): | -12.82% | |
Worst 3-Yr Total Return (2006-8): | -12.82% |
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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 | WISIX | Category | Diff | Index* | Diff | | Year To Date | 50.07 | 41.20 | 8.87 | 27.36 | 22.71 | | 1-Month | -0.50 | -1.70 | 1.2 | -1.25 | 0.75 | | 3-Month | 11.22 | 8.51 | 2.71 | 8.10 | 3.12 | | 1-Year | 48.02 | 43.02 | 5 | 27.71 | 20.31 | | 3-Year | -4.07 | -5.30 | 1.23 | -5.22 | 1.15 | | 5-Year | N/A | 7.38 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.38 | 65.50 | 5.88 | 59.35 | 12.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.05 | -11.49 | -7.56 | -14.95 | -4.1 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WISIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.56 | -49.02 | -2.54 | | 2007 | | | 13.34 | 12.03 | 1.31 | | 2006 | | | 20.68 | 26.79 | -6.11 | | 2005 | | | N/A | 24.86 | N/A | | 2004 | | | N/A | 24.38 | N/A | | 2003 | | | N/A | 54.17 | N/A | | 2002 | | | N/A | -15.43 | N/A | | 2001 | | | N/A | -24.44 | N/A | | 2000 | | | N/A | -15.12 | N/A | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WISIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.85 | 32.80 | 20.62 | N/A | | 2008 | -7.57 | 0.46 | -26.21 | -29.31 | | 2007 | 7.08 | 6.89 | 1.24 | -2.19 | | 2006 | 14.16 | -4.79 | 0.91 | 10.03 | | 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 | 19 | 130 | 14.62 | | 1-Month | 26 | 133 | 19.55 | | 3-Month | 7 | 133 | 5.26 | | 6-Month | 15 | 132 | 11.36 | | 1-Year | 31 | 129 | 24.03 | | 3-Year | 44 | 103 | 42.72 | | 5-Year | | 78 | N/A |
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0.09% Nasdaq 
Performance
