|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.11% | | 5-Year Average Return: | 3.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.63% | |
Worst 1-Yr Total Return (2008): | -21.30% | |
Best 3-Yr Total Return (2005-7): | 7.27% | |
Worst 3-Yr Total Return (2006-8): | -1.99% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WMBLX | Category | Diff | Index* | Diff | | Year To Date | 17.11 | 22.21 | -5.1 | N/A | N/A | | 1-Month | 3.19 | 3.58 | -0.39 | N/A | N/A | | 3-Month | 4.38 | 5.74 | -1.36 | N/A | N/A | | 1-Year | 19.87 | 26.14 | -6.27 | N/A | N/A | | 3-Year | 0.35 | -2.18 | 2.53 | N/A | N/A | | 5-Year | 3.05 | 2.20 | 0.85 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.73 | 33.99 | -6.26 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.41 | -9.13 | 2.72 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WMBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.30 | -28.00 | 6.70 | | 2007 | | | 9.13 | 5.99 | 3.14 | | 2006 | | | 9.63 | 11.29 | -1.66 | | 2005 | | | 3.17 | 5.13 | -1.96 | | 2004 | | | 1.70 | 8.86 | -7.16 | | 2003 | | | 18.92 | 20.35 | -1.43 | | 2002 | | | -18.25 | -12.02 | -6.23 | | 2001 | | | -8.86 | -5.05 | -3.81 | | 2000 | | | 13.35 | 1.82 | 11.53 | | 1999 | | | 12.91 | 10.71 | 2.20 |
|
| PAST QUARTERLY RETURNS (%) FOR
WMBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.58 | 10.52 | 9.16 | N/A | | 2008 | -5.33 | 0.43 | -8.01 | -10.02 | | 2007 | 0.38 | 4.30 | 2.96 | 1.23 | | 2006 | 4.13 | -1.63 | 2.58 | 4.33 | | 2005 | -2.77 | 1.78 | 2.73 | 1.47 | | 2004 | 0.79 | -1.04 | -2.32 | 4.38 | | 2003 | -1.39 | 10.68 | 1.85 | 6.99 | | 2002 | -2.17 | -11.09 | -11.46 | 6.15 | | 2001 | -5.05 | -0.04 | -8.48 | 4.92 | | 2000 | 6.67 | -1.07 | 3.81 | 3.48 | | 1999 | N/A | N/A | N/A | 4.38 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 970 | 1184 | 81.93 | | 1-Month | 431 | 1233 | 34.96 | | 3-Month | 1020 | 1229 | 82.99 | | 6-Month | 1147 | 1208 | 94.95 | | 1-Year | 851 | 1183 | 71.94 | | 3-Year | 81 | 932 | 8.69 | | 5-Year | 180 | 784 | 22.96 |
|
|
|
|
|
0.02% Nasdaq 
Performance
