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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.93% | | 5-Year Average Return: | 2.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 27.73% | |
Worst 1-Yr Total Return (2008): | -38.94% | |
Best 3-Yr Total Return (2005-7): | 13.89% | |
Worst 3-Yr Total Return (2006-8): | -7.31% |
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| 1-Year: | -12.70% | | 3-Year: | -2.81% | | 5-Year: | 2.49% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WLGBX | Category | Diff | Index* | Diff | | Year To Date | 19.93 | 31.20 | -11.27 | 24.07 | -4.14 | | 1-Month | 5.98 | 5.67 | 0.31 | 6.00 | -0.02 | | 3-Month | 6.32 | 8.18 | -1.86 | 7.91 | -1.59 | | 1-Year | 21.39 | 34.04 | -12.65 | 25.39 | -4 | | 3-Year | -2.59 | -3.89 | 1.3 | -5.79 | 3.2 | | 5-Year | 2.03 | 1.25 | 0.78 | 0.71 | 1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.42 | 43.84 | -11.42 | 45.76 | -13.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.11 | -18.03 | -3.08 | -18.25 | -2.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.94 | -40.67 | 1.73 | | 2007 | | | 27.73 | 13.35 | 14.38 | | 2006 | | | 2.10 | 7.05 | -4.95 | | 2005 | | | 13.28 | 6.71 | 6.57 | | 2004 | | | 4.75 | 7.81 | -3.06 | | 2003 | | | 27.01 | 28.66 | -1.65 | | 2002 | | | -21.09 | -27.64 | 6.55 | | 2001 | | | -24.49 | -22.30 | -2.19 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WLGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.56 | 10.87 | 11.19 | N/A | | 2008 | -11.65 | -0.58 | -11.92 | -21.07 | | 2007 | 1.68 | 5.51 | 15.58 | 3.01 | | 2006 | 3.24 | -2.12 | -3.02 | 4.18 | | 2005 | -2.92 | 5.23 | 4.33 | 6.28 | | 2004 | -0.11 | 1.13 | -5.38 | 9.59 | | 2003 | 0.43 | 11.16 | 2.83 | 10.64 | | 2002 | 2.61 | -12.82 | -14.58 | 3.26 | | 2001 | -19.18 | 2.75 | -18.45 | 11.50 | | 2000 | N/A | N/A | N/A | -6.69 | | 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 | 1672 | 1818 | 91.97 | | 1-Month | 1562 | 1906 | 81.95 | | 3-Month | 1408 | 1904 | 73.95 | | 6-Month | 1754 | 1866 | 94.00 | | 1-Year | 1395 | 1815 | 76.86 | | 3-Year | 407 | 1537 | 26.48 | | 5-Year | 312 | 1273 | 24.51 |
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0.20% Nasdaq 
Performance
