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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.96% | | 5-Year Average Return: | 3.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.83% | |
Worst 1-Yr Total Return (2008): | -35.32% | |
Best 3-Yr Total Return (2005-7): | 11.90% | |
Worst 3-Yr Total Return (2006-8): | -6.69% |
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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 | WMKSX | Category | Diff | Index* | Diff | | Year To Date | 23.96 | 25.65 | -1.69 | 24.07 | -0.11 | | 1-Month | 1.64 | 3.38 | -1.74 | 6.00 | -4.36 | | 3-Month | 1.25 | 3.71 | -2.46 | 7.91 | -6.66 | | 1-Year | 26.48 | 31.83 | -5.35 | 25.39 | 1.09 | | 3-Year | -3.10 | -7.28 | 4.18 | -5.79 | 2.69 | | 5-Year | 3.03 | -0.38 | 3.41 | 0.71 | 2.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.72 | 53.06 | -2.34 | 45.76 | 4.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.75 | -19.68 | 1.93 | -18.25 | 0.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WMKSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.32 | -41.55 | 6.23 | | 2007 | | | 14.83 | 7.59 | 7.24 | | 2006 | | | 9.39 | 10.81 | -1.42 | | 2005 | | | 11.54 | 6.02 | 5.52 | | 2004 | | | 2.62 | 12.41 | -9.79 | | 2003 | | | 46.67 | 45.54 | 1.13 | | 2002 | | | -32.84 | -27.88 | -4.96 | | 2001 | | | -11.27 | -8.91 | -2.36 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WMKSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.22 | 25.38 | 12.28 | N/A | | 2008 | -12.44 | 10.41 | -10.66 | -25.11 | | 2007 | 3.83 | 8.11 | 1.20 | 1.08 | | 2006 | 12.88 | -7.57 | -1.73 | 6.69 | | 2005 | -3.36 | 4.58 | 8.23 | 1.96 | | 2004 | 0.69 | 2.87 | -9.71 | 9.72 | | 2003 | -7.88 | 22.15 | 12.39 | 15.97 | | 2002 | -2.04 | -19.94 | -23.18 | 11.49 | | 2001 | -14.52 | 16.44 | -29.97 | 27.29 | | 2000 | N/A | N/A | N/A | -14.83 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 393 | 786 | 50.00 | | 1-Month | 375 | 816 | 45.96 | | 3-Month | 529 | 815 | 64.91 | | 6-Month | 737 | 802 | 91.90 | | 1-Year | 375 | 781 | 48.02 | | 3-Year | 46 | 667 | 6.90 | | 5-Year | 45 | 563 | 7.99 |
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0.51% Nasdaq 
Performance
