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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.62% | | 5-Year Average Return: | -1.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.58% | |
Worst 1-Yr Total Return (2008): | -47.75% | |
Best 3-Yr Total Return (2004-6): | 13.51% | |
Worst 3-Yr Total Return (2006-8): | -16.51% |
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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 | WMCVX | Category | Diff | Index* | Diff | | Year To Date | 44.62 | 22.72 | 21.9 | 24.07 | 20.55 | | 1-Month | 2.67 | 3.14 | -0.47 | 6.00 | -3.33 | | 3-Month | 2.67 | 3.09 | -0.42 | 7.91 | -5.24 | | 1-Year | 51.98 | 29.36 | 22.62 | 25.39 | 26.59 | | 3-Year | -9.50 | -8.14 | -1.36 | -5.79 | -3.71 | | 5-Year | -1.32 | -0.30 | -1.02 | 0.71 | -2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.88 | 57.49 | 14.39 | 45.76 | 26.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.36 | -19.40 | -0.96 | -18.25 | -2.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WMCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.75 | -36.56 | -11.19 | | 2007 | | | -3.00 | -1.10 | -1.90 | | 2006 | | | 14.84 | 15.03 | -0.19 | | 2005 | | | 4.75 | 6.75 | -2.00 | | 2004 | | | 21.58 | 18.94 | 2.64 | | 2003 | | | 54.57 | 43.41 | 11.16 | | 2002 | | | -16.34 | -16.22 | -0.12 | | 2001 | | | 33.63 | 8.92 | 24.71 | | 2000 | | | 29.04 | 11.89 | 17.15 | | 1999 | | | 28.09 | 19.95 | 8.14 |
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| PAST QUARTERLY RETURNS (%) FOR
WMCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.45 | 33.91 | 18.03 | N/A | | 2008 | -8.43 | 0.92 | -14.29 | -34.04 | | 2007 | 4.39 | 8.41 | -7.94 | -6.91 | | 2006 | 11.38 | -2.69 | -2.58 | 8.76 | | 2005 | -5.61 | 6.32 | 2.16 | 2.17 | | 2004 | 10.75 | -2.90 | -2.98 | 16.52 | | 2003 | -4.37 | 25.91 | 11.86 | 14.75 | | 2002 | 14.39 | -4.90 | -28.03 | 6.85 | | 2001 | 7.30 | 24.26 | -10.48 | 11.95 | | 2000 | 14.50 | 4.55 | 9.01 | -1.11 | | 1999 | N/A | N/A | N/A | 14.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 39 | 657 | 5.94 | | 1-Month | 380 | 679 | 55.96 | | 3-Month | 147 | 671 | 21.91 | | 6-Month | 99 | 663 | 14.93 | | 1-Year | 24 | 646 | 3.72 | | 3-Year | 328 | 573 | 57.24 | | 5-Year | 275 | 475 | 57.89 |
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0.20% Nasdaq 
Performance
