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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.37% | | 5-Year Average Return: | 4.12% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.57% | |
Worst 1-Yr Total Return (2004): | 0.37% | |
Best 3-Yr Total Return (2006-8): | 4.63% | |
Worst 3-Yr Total Return (2004-6): | 1.10% |
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| 1-Year: | 8.41% | | 3-Year: | 5.73% | | 5-Year: | 3.80% | | 10-Year: | 4.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WLBCX | Category | Diff | Index* | Diff | | Year To Date | 6.37 | 9.71 | -3.34 | 7.61 | -1.24 | | 1-Month | 1.08 | 0.67 | 0.41 | 1.29 | -0.21 | | 3-Month | 1.88 | 2.20 | -0.32 | 2.86 | -0.98 | | 1-Year | 8.57 | 11.11 | -2.54 | 11.63 | -3.06 | | 3-Year | 5.98 | 3.58 | 2.4 | 6.40 | -0.42 | | 5-Year | 4.12 | 3.39 | 0.73 | 5.49 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.99 | 7.66 | -2.67 | 7.06 | -2.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.12 | 4.29 | 4.83 | 7.94 | 1.18 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.57 | -4.23 | 10.80 | | 2007 | | | 4.79 | 4.29 | 0.50 | | 2006 | | | 2.57 | 4.05 | -1.48 | | 2005 | | | 0.38 | 1.45 | -1.07 | | 2004 | | | 0.37 | 1.63 | -1.26 | | 2003 | | | 1.95 | 2.54 | -0.59 | | 2002 | | | 4.03 | 5.47 | -1.44 | | 2001 | | | 7.82 | 7.27 | 0.55 | | 2000 | | | 7.15 | 7.59 | -0.44 | | 1999 | | | 0.45 | 2.21 | -1.76 |
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| PAST QUARTERLY RETURNS (%) FOR
WLBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.94 | 1.56 | 2.30 | N/A | | 2008 | 2.35 | -0.89 | 0.70 | 4.33 | | 2007 | 1.02 | -0.39 | 2.21 | 1.89 | | 2006 | -0.34 | -0.02 | 2.02 | 0.91 | | 2005 | -0.71 | 1.32 | -0.36 | 0.14 | | 2004 | 1.19 | -1.91 | 1.17 | -0.05 | | 2003 | 0.82 | 1.19 | 0.11 | -0.18 | | 2002 | -0.25 | 1.35 | 1.94 | 0.95 | | 2001 | 2.91 | 1.32 | 2.95 | 0.44 | | 2000 | 0.73 | 1.90 | 2.10 | 2.25 | | 1999 | N/A | N/A | N/A | 0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 321 | 418 | 76.79 | | 1-Month | 347 | 434 | 79.95 | | 3-Month | 350 | 433 | 80.83 | | 6-Month | 275 | 424 | 64.86 | | 1-Year | 271 | 418 | 64.83 | | 3-Year | 43 | 377 | 11.41 | | 5-Year | 92 | 313 | 29.39 |
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1.27% Nasdaq 0.00%
0.03 (0.27%) 
Performance
