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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.88% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.81% | |
Worst 1-Yr Total Return (2008): | -41.70% | |
Best 3-Yr Total Return (2005-7): | 10.23% | |
Worst 3-Yr Total Return (2006-8): | -10.48% |
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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 | WLCGX | Category | Diff | Index* | Diff | | Year To Date | 22.88 | 24.15 | -1.27 | 17.05 | 5.83 | | 1-Month | -2.19 | -2.25 | 0.06 | -1.86 | -0.33 | | 3-Month | 4.47 | 4.52 | -0.05 | 5.48 | -1.01 | | 1-Year | 13.24 | 15.35 | -2.11 | 9.80 | 3.44 | | 3-Year | -4.99 | -4.95 | -0.04 | -7.02 | 2.03 | | 5-Year | 0.96 | 0.99 | -0.03 | 0.33 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.93 | 42.81 | -1.88 | 45.76 | -4.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.48 | -17.14 | -1.34 | -18.25 | -0.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.70 | -40.67 | -1.03 | | 2007 | | | 16.81 | 13.35 | 3.46 | | 2006 | | | 5.35 | 7.05 | -1.70 | | 2005 | | | 8.84 | 6.71 | 2.13 | | 2004 | | | 7.10 | 7.81 | -0.71 | | 2003 | | | 26.85 | 28.66 | -1.81 | | 2002 | | | -21.56 | -27.64 | 6.08 | | 2001 | | | -16.33 | -22.30 | 5.97 | | 2000 | | | -15.30 | -13.05 | -2.25 | | 1999 | | | 34.31 | 38.87 | -4.56 |
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| PAST QUARTERLY RETURNS (%) FOR
WLCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.43 | 14.09 | 14.02 | N/A | | 2008 | -12.91 | 1.87 | -14.36 | -23.26 | | 2007 | 2.23 | 6.98 | 5.76 | 0.99 | | 2006 | 3.80 | -4.77 | 0.84 | 5.68 | | 2005 | -4.61 | 3.36 | 6.79 | 3.37 | | 2004 | 1.43 | 1.34 | -5.13 | 9.83 | | 2003 | -1.18 | 13.60 | 3.22 | 9.47 | | 2002 | -0.16 | -14.74 | -15.05 | 8.48 | | 2001 | -17.97 | 6.23 | -14.97 | 12.91 | | 2000 | 4.41 | -2.87 | -2.43 | -14.41 | | 1999 | N/A | N/A | N/A | 24.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 955 | 1802 | 53.00 | | 1-Month | 907 | 1890 | 47.99 | | 3-Month | 904 | 1884 | 47.98 | | 6-Month | 1132 | 1827 | 61.96 | | 1-Year | 935 | 1797 | 52.03 | | 3-Year | 625 | 1518 | 41.17 | | 5-Year | 543 | 1251 | 43.41 |
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0.28% Nasdaq 
0.37%
Performance
