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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.75% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.24% | |
Worst 1-Yr Total Return (2008): | -3.08% | |
Best 3-Yr Total Return (2004-6): | 2.56% | |
Worst 3-Yr Total Return (2006-8): | 0.88% |
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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 | WMKMX | Category | Diff | Index* | Diff | | Year To Date | 9.75 | 10.18 | -0.43 | 11.61 | -1.86 | | 1-Month | -1.08 | -1.87 | 0.79 | -2.10 | 1.02 | | 3-Month | 1.80 | 2.32 | -0.52 | 3.15 | -1.35 | | 1-Year | 11.47 | 11.23 | 0.24 | 13.60 | -2.13 | | 3-Year | 3.01 | 3.24 | -0.23 | 4.17 | -1.16 | | 5-Year | 2.74 | 3.05 | -0.31 | 4.15 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.33 | 7.93 | -1.6 | 9.40 | -3.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.36 | 4.52 | -0.16 | 5.67 | -1.31 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WMKMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.08 | -2.81 | -0.27 | | 2007 | | | 2.59 | 2.05 | 0.54 | | 2006 | | | 3.24 | 3.77 | -0.53 | | 2005 | | | 1.67 | 2.08 | -0.41 | | 2004 | | | 2.78 | 2.88 | -0.10 | | 2003 | | | 3.52 | 4.03 | -0.51 | | 2002 | | | 8.07 | 8.12 | -0.05 | | 2001 | | | 4.33 | 4.37 | -0.04 | | 2000 | | | 9.97 | 9.62 | 0.35 | | 1999 | | | -1.74 | -2.66 | 0.92 |
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| PAST QUARTERLY RETURNS (%) FOR
WMKMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.77 | 1.80 | 4.03 | N/A | | 2008 | -0.31 | 0.25 | -2.72 | -0.30 | | 2007 | 0.63 | -0.44 | 1.44 | 0.94 | | 2006 | -0.06 | -0.14 | 2.91 | 0.53 | | 2005 | -0.67 | 2.12 | -0.19 | 0.42 | | 2004 | 1.01 | -1.81 | 3.04 | 0.56 | | 2003 | 0.85 | 1.79 | 0.19 | 0.65 | | 2002 | 0.74 | 3.37 | 3.73 | 0.04 | | 2001 | 2.00 | 0.52 | 2.46 | -0.69 | | 2000 | 1.91 | 1.37 | 2.29 | 4.08 | | 1999 | N/A | N/A | N/A | -0.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 118 | 257 | 45.91 | | 1-Month | 10 | 257 | 3.89 | | 3-Month | 138 | 257 | 53.70 | | 6-Month | 167 | 257 | 64.98 | | 1-Year | 78 | 256 | 30.47 | | 3-Year | 116 | 247 | 46.96 | | 5-Year | 118 | 237 | 49.79 |
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