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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.56% | | 5-Year Average Return: | -0.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.05% | |
Worst 1-Yr Total Return (2008): | -49.29% | |
Best 3-Yr Total Return (2004-6): | 13.56% | |
Worst 3-Yr Total Return (2006-8): | -15.34% |
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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 | WMICX | Category | Diff | Index* | Diff | | Year To Date | 35.56 | 25.65 | 9.91 | 24.07 | 11.49 | | 1-Month | 2.94 | 3.38 | -0.44 | 6.00 | -3.06 | | 3-Month | 3.49 | 3.71 | -0.22 | 7.91 | -4.42 | | 1-Year | 37.01 | 31.83 | 5.18 | 25.39 | 11.62 | | 3-Year | -10.75 | -7.28 | -3.47 | -5.79 | -4.96 | | 5-Year | -0.71 | -0.38 | -0.33 | 0.71 | -1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.74 | 53.06 | 7.68 | 45.76 | 14.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -19.68 | 1.02 | -18.25 | -0.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WMICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.29 | -41.55 | -7.74 | | 2007 | | | 2.23 | 7.59 | -5.36 | | 2006 | | | 17.05 | 10.81 | 6.24 | | 2005 | | | 11.02 | 6.02 | 5.00 | | 2004 | | | 12.70 | 12.41 | 0.29 | | 2003 | | | 49.84 | 45.54 | 4.30 | | 2002 | | | -14.17 | -27.88 | 13.71 | | 2001 | | | 49.99 | -8.91 | 58.90 | | 2000 | | | 37.53 | -3.85 | 41.38 | | 1999 | | | 32.86 | 64.77 | -31.91 |
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| PAST QUARTERLY RETURNS (%) FOR
WMICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.39 | 27.00 | 16.47 | N/A | | 2008 | -16.55 | -1.28 | -10.58 | -31.16 | | 2007 | 3.01 | 7.89 | -2.57 | -5.59 | | 2006 | 12.42 | -5.31 | 0.30 | 9.63 | | 2005 | -2.45 | 7.69 | 3.98 | 1.64 | | 2004 | 5.25 | 1.44 | -8.80 | 15.73 | | 2003 | -4.37 | 27.44 | 8.89 | 12.92 | | 2002 | 1.82 | -7.73 | -19.32 | 13.25 | | 2001 | 0.82 | 25.10 | -8.58 | 30.08 | | 2000 | 12.94 | 11.83 | 7.93 | 0.88 | | 1999 | N/A | N/A | N/A | 20.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 125 | 786 | 15.90 | | 1-Month | 122 | 816 | 14.95 | | 3-Month | 415 | 815 | 50.92 | | 6-Month | 128 | 802 | 15.96 | | 1-Year | 147 | 781 | 18.82 | | 3-Year | 491 | 667 | 73.61 | | 5-Year | 280 | 563 | 49.73 |
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