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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.97% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 28.89% | |
Worst 1-Yr Total Return (2008): | -38.36% | |
Best 3-Yr Total Return (2006-8): | -6.46% | |
Worst 3-Yr Total Return (2006-8): | -6.46% |
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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 | WLGRX | Category | Diff | Index* | Diff | | Year To Date | 20.97 | 31.20 | -10.23 | 24.07 | -3.1 | | 1-Month | 5.96 | 5.67 | 0.29 | 6.00 | -0.04 | | 3-Month | 6.58 | 8.18 | -1.6 | 7.91 | -1.33 | | 1-Year | 22.58 | 34.04 | -11.46 | 25.39 | -2.81 | | 3-Year | -1.68 | -3.89 | 2.21 | -5.79 | 4.11 | | 5-Year | 2.95 | 1.25 | 1.7 | 0.71 | 2.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.13 | 43.84 | -10.71 | 45.76 | -12.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.28 | -18.03 | -2.25 | -18.25 | -2.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.36 | -40.67 | 2.31 | | 2007 | | | 28.89 | 13.35 | 15.54 | | 2006 | | | 3.03 | 7.05 | -4.02 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WLGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.27 | 11.01 | 11.59 | N/A | | 2008 | -11.50 | -0.46 | -11.67 | -20.78 | | 2007 | 1.90 | 5.69 | 15.82 | 3.33 | | 2006 | 3.39 | -1.90 | -2.72 | 4.43 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1618 | 1818 | 89.00 | | 1-Month | 1219 | 1906 | 63.96 | | 3-Month | 1332 | 1904 | 69.96 | | 6-Month | 1698 | 1866 | 91.00 | | 1-Year | 1377 | 1815 | 75.87 | | 3-Year | 253 | 1537 | 16.46 | | 5-Year | | 1273 | N/A |
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0.28% Nasdaq 
Performance
