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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.38% | | 5-Year Average Return: | -0.78% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.89% | |
Worst 1-Yr Total Return (2008): | -41.41% | |
Best 3-Yr Total Return (2004-6): | 13.83% | |
Worst 3-Yr Total Return (2006-8): | -11.91% |
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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 | WLCVX | Category | Diff | Index* | Diff | | Year To Date | 19.38 | 15.79 | 3.59 | 17.05 | 2.33 | | 1-Month | -4.25 | -2.21 | -2.04 | -1.86 | -2.39 | | 3-Month | 6.32 | 5.62 | 0.7 | 5.48 | 0.84 | | 1-Year | 11.98 | 9.52 | 2.46 | 9.80 | 2.18 | | 3-Year | -10.69 | -8.36 | -2.33 | -7.02 | -3.67 | | 5-Year | -0.78 | 0.18 | -0.96 | 0.33 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.62 | 46.84 | 13.78 | 45.76 | 14.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.53 | -16.40 | -1.13 | -18.25 | 0.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.41 | -37.09 | -4.32 | | 2007 | | | -1.87 | 1.42 | -3.29 | | 2006 | | | 18.89 | 18.15 | 0.74 | | 2005 | | | 9.18 | 5.95 | 3.23 | | 2004 | | | 13.62 | 12.97 | 0.65 | | 2003 | | | 28.83 | 28.44 | 0.39 | | 2002 | | | -17.04 | -18.69 | 1.65 | | 2001 | | | -0.95 | -4.99 | 4.04 | | 2000 | | | 17.28 | 7.87 | 9.41 | | 1999 | | | -6.56 | 6.72 | -13.28 |
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| PAST QUARTERLY RETURNS (%) FOR
WLCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.49 | 20.21 | 21.28 | N/A | | 2008 | -12.29 | -2.21 | -12.13 | -22.27 | | 2007 | 0.65 | 6.00 | -2.77 | -5.41 | | 2006 | 5.62 | -0.76 | 5.63 | 7.38 | | 2005 | -0.32 | 2.29 | 5.10 | 1.89 | | 2004 | 3.36 | 0.75 | 0.61 | 8.45 | | 2003 | -3.62 | 15.65 | 2.52 | 12.74 | | 2002 | 5.13 | -8.65 | -16.72 | 3.73 | | 2001 | -1.65 | 4.93 | -12.40 | 9.57 | | 2000 | 1.91 | -5.15 | 14.92 | 5.57 | | 1999 | N/A | N/A | N/A | 1.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 307 | 1335 | 23.00 | | 1-Month | 1323 | 1379 | 95.94 | | 3-Month | 711 | 1368 | 51.97 | | 6-Month | 228 | 1346 | 16.94 | | 1-Year | 235 | 1318 | 17.83 | | 3-Year | 781 | 1124 | 69.48 | | 5-Year | 545 | 934 | 58.35 |
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1.33% Nasdaq 
0.15 (1.18%) 
Performance
