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| Morningstar Return Rating: | | | Year to Date Return: | 16.64% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -38.09% | |
Worst 1-Yr Total Return (2008): | -38.09% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | WLTTX | Category | Diff | Index* | Diff | | Year To Date | 16.64 | 25.10 | -8.46 | 24.07 | -7.43 | | 1-Month | 6.27 | 5.28 | 0.99 | 6.00 | 0.27 | | 3-Month | 7.52 | 7.01 | 0.51 | 7.91 | -0.39 | | 1-Year | 19.03 | 28.01 | -8.98 | 25.39 | -6.36 | | 3-Year | N/A | -5.87 | N/A | -5.79 | N/A | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.45 | 46.08 | -10.63 | 45.76 | -10.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.76 | -17.41 | -5.35 | -18.25 | -4.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WLTTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.09 | -37.79 | -0.30 | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WLTTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.52 | 11.39 | 14.12 | N/A | | 2008 | -11.86 | 0.78 | -9.79 | -22.74 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 | 1859 | 2021 | 91.98 | | 1-Month | 739 | 2113 | 34.97 | | 3-Month | 460 | 2091 | 22.00 | | 6-Month | 1259 | 2064 | 61.00 | | 1-Year | 1519 | 2011 | 75.53 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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1.15% Nasdaq 
0.02 (0.27%) 
Performance
