|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.33% | | 5-Year Average Return: | 3.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 29.34% | |
Worst 1-Yr Total Return (2008): | -38.14% | |
Best 3-Yr Total Return (2005-7): | 15.18% | |
Worst 3-Yr Total Return (2006-8): | -6.16% |
|
| 1-Year: | -12.09% | | 3-Year: | -2.50% | | 5-Year: | 2.88% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WLGAX | Category | Diff | Index* | Diff | | Year To Date | 21.33 | 31.20 | -9.87 | 24.07 | -2.74 | | 1-Month | 6.09 | 5.67 | 0.42 | 6.00 | 0.09 | | 3-Month | 6.60 | 8.18 | -1.58 | 7.91 | -1.31 | | 1-Year | 23.04 | 34.04 | -11 | 25.39 | -2.35 | | 3-Year | -1.35 | -3.89 | 2.54 | -5.79 | 4.44 | | 5-Year | 3.27 | 1.25 | 2.02 | 0.71 | 2.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.46 | 43.84 | -10.38 | 45.76 | -12.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.96 | -18.03 | -1.93 | -18.25 | -1.71 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.14 | -40.67 | 2.53 | | 2007 | | | 29.34 | 13.35 | 15.99 | | 2006 | | | 3.30 | 7.05 | -3.75 | | 2005 | | | 14.37 | 6.71 | 7.66 | | 2004 | | | 5.94 | 7.81 | -1.87 | | 2003 | | | 28.97 | 28.66 | 0.31 | | 2002 | | | -19.78 | -27.64 | 7.86 | | 2001 | | | -23.50 | -22.30 | -1.20 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WLGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.22 | 11.14 | 11.67 | N/A | | 2008 | -11.43 | -0.30 | -11.65 | -20.70 | | 2007 | 1.98 | 5.84 | 15.91 | 3.38 | | 2006 | 3.48 | -1.81 | -2.72 | 4.51 | | 2005 | -2.75 | 5.45 | 4.67 | 6.55 | | 2004 | 0.11 | 1.40 | -5.11 | 9.98 | | 2003 | 0.84 | 11.60 | 3.22 | 11.03 | | 2002 | 2.91 | -12.38 | -14.25 | 3.76 | | 2001 | -18.97 | 3.06 | -18.12 | 11.88 | | 2000 | N/A | N/A | 26.10 | -6.30 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1618 | 1818 | 89.00 | | 1-Month | 1505 | 1906 | 78.96 | | 3-Month | 1351 | 1904 | 70.96 | | 6-Month | 1660 | 1866 | 88.96 | | 1-Year | 1344 | 1815 | 74.05 | | 3-Year | 231 | 1537 | 15.03 | | 5-Year | 166 | 1273 | 13.04 |
|
|
|
|
|
0.20% Nasdaq 
Performance
