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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.48% | | 5-Year Average Return: | 3.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 29.41% | |
Worst 1-Yr Total Return (2008): | -38.07% | |
Best 3-Yr Total Return (2005-7): | 15.39% | |
Worst 3-Yr Total Return (2006-8): | -6.06% |
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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 | WLGYX | Category | Diff | Index* | Diff | | Year To Date | 21.48 | 31.20 | -9.72 | 24.07 | -2.59 | | 1-Month | 6.10 | 5.67 | 0.43 | 6.00 | 0.1 | | 3-Month | 6.70 | 8.18 | -1.48 | 7.91 | -1.21 | | 1-Year | 23.16 | 34.04 | -10.88 | 25.39 | -2.23 | | 3-Year | -1.25 | -3.89 | 2.64 | -5.79 | 4.54 | | 5-Year | 3.43 | 1.25 | 2.18 | 0.71 | 2.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.50 | 43.84 | -10.34 | 45.76 | -12.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.92 | -18.03 | -1.89 | -18.25 | -1.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLGYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.07 | -40.67 | 2.60 | | 2007 | | | 29.41 | 13.35 | 16.06 | | 2006 | | | 3.44 | 7.05 | -3.61 | | 2005 | | | 14.78 | 6.71 | 8.07 | | 2004 | | | 6.12 | 7.81 | -1.69 | | 2003 | | | 29.31 | 28.66 | 0.65 | | 2002 | | | -19.64 | -27.64 | 8.00 | | 2001 | | | -23.42 | -22.30 | -1.12 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WLGYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.16 | 11.10 | 11.72 | N/A | | 2008 | -11.35 | -0.30 | -11.65 | -20.69 | | 2007 | 2.05 | 5.85 | 15.94 | 3.34 | | 2006 | 3.53 | -1.79 | -2.69 | 4.55 | | 2005 | -2.63 | 5.61 | 4.72 | 6.58 | | 2004 | 0.11 | 1.50 | -5.07 | 10.02 | | 2003 | 0.83 | 11.71 | 3.21 | 11.23 | | 2002 | 2.90 | -12.36 | -14.11 | 3.75 | | 2001 | -18.97 | 3.06 | -18.12 | 12.00 | | 2000 | N/A | N/A | N/A | -6.30 | | 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 | 1599 | 1818 | 87.95 | | 1-Month | 1277 | 1906 | 67.00 | | 3-Month | 1275 | 1904 | 66.96 | | 6-Month | 1660 | 1866 | 88.96 | | 1-Year | 1363 | 1815 | 75.10 | | 3-Year | 203 | 1537 | 13.21 | | 5-Year | 165 | 1273 | 12.96 |
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0.22% Nasdaq 
0.43%
Performance
