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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.94% | | 5-Year Average Return: | 0.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.54% | |
Worst 1-Yr Total Return (2008): | -34.96% | |
Best 3-Yr Total Return (2005-7): | 8.07% | |
Worst 3-Yr Total Return (2006-8): | -7.88% |
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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 | WMKGX | Category | Diff | Index* | Diff | | Year To Date | 17.94 | 24.15 | -6.21 | 17.05 | 0.89 | | 1-Month | -2.68 | -2.25 | -0.43 | -1.86 | -0.82 | | 3-Month | 3.03 | 4.52 | -1.49 | 5.48 | -2.45 | | 1-Year | 12.53 | 15.35 | -2.82 | 9.80 | 2.73 | | 3-Year | -4.47 | -4.95 | 0.48 | -7.02 | 2.55 | | 5-Year | 0.44 | 0.99 | -0.55 | 0.33 | 0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.33 | 42.81 | -1.48 | 45.76 | -4.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.84 | -17.14 | 0.3 | -18.25 | 1.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WMKGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.96 | -40.67 | 5.71 | | 2007 | | | 10.54 | 13.35 | -2.81 | | 2006 | | | 8.72 | 7.05 | 1.67 | | 2005 | | | 5.03 | 6.71 | -1.68 | | 2004 | | | 2.19 | 7.81 | -5.62 | | 2003 | | | 35.39 | 28.66 | 6.73 | | 2002 | | | -24.60 | -27.64 | 3.04 | | 2001 | | | -13.51 | -22.30 | 8.79 | | 2000 | | | 22.17 | -13.05 | 35.22 | | 1999 | | | 41.99 | 38.87 | 3.12 |
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| PAST QUARTERLY RETURNS (%) FOR
WMKGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.01 | 16.43 | 13.15 | N/A | | 2008 | -8.70 | 1.57 | -11.24 | -20.98 | | 2007 | -0.46 | 6.26 | 4.11 | 0.38 | | 2006 | 4.84 | -3.26 | 3.07 | 4.00 | | 2005 | -2.96 | 1.37 | 4.04 | 2.63 | | 2004 | 1.37 | 0.16 | -5.46 | 6.46 | | 2003 | -1.42 | 16.72 | 4.93 | 12.15 | | 2002 | -1.65 | -16.55 | -16.27 | 9.73 | | 2001 | -8.85 | 0.66 | -14.51 | 10.28 | | 2000 | 8.63 | 2.59 | 6.59 | 2.84 | | 1999 | N/A | N/A | N/A | 11.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1549 | 1802 | 85.96 | | 1-Month | 1625 | 1890 | 85.98 | | 3-Month | 1827 | 1884 | 96.97 | | 6-Month | 968 | 1827 | 52.98 | | 1-Year | 1136 | 1797 | 63.22 | | 3-Year | 663 | 1518 | 43.68 | | 5-Year | 660 | 1251 | 52.76 |
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0.29% Nasdaq 
0.30%
Performance
