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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.26% | | 5-Year Average Return: | 4.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.12% | |
Worst 1-Yr Total Return (2008): | -38.21% | |
Best 3-Yr Total Return (2004-6): | 12.12% | |
Worst 3-Yr Total Return (2006-8): | -9.15% |
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| 1-Year: | 7.22% | | 3-Year: | 0.68% | | 5-Year: | 5.71% | | 10-Year: | 2.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WNCCX | Category | Diff | Index* | Diff | | Year To Date | 35.26 | 25.80 | 9.46 | 17.05 | 18.21 | | 1-Month | -3.97 | -4.37 | 0.4 | -1.86 | -2.11 | | 3-Month | 5.56 | 4.09 | 1.47 | 5.48 | 0.08 | | 1-Year | 26.20 | 16.23 | 9.97 | 9.80 | 16.4 | | 3-Year | -1.66 | -5.36 | 3.7 | -7.02 | 5.36 | | 5-Year | 4.05 | 1.68 | 2.37 | 0.33 | 3.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.64 | 47.87 | 16.77 | 45.76 | 18.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.73 | -19.87 | 14.14 | -18.25 | 12.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WNCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.21 | -43.77 | 5.56 | | 2007 | | | 12.55 | 15.09 | -2.54 | | 2006 | | | 7.83 | 9.00 | -1.17 | | 2005 | | | 10.66 | 9.84 | 0.82 | | 2004 | | | 18.12 | 13.23 | 4.89 | | 2003 | | | 32.42 | 35.96 | -3.54 | | 2002 | | | -28.53 | -27.24 | -1.29 | | 2001 | | | -19.10 | -19.98 | 0.88 | | 2000 | | | -15.88 | -4.78 | -11.10 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WNCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.85 | 21.84 | 20.23 | N/A | | 2008 | -10.72 | -1.90 | -8.06 | -23.27 | | 2007 | 3.04 | 7.24 | 2.31 | -0.44 | | 2006 | 7.62 | -4.92 | 1.14 | 4.19 | | 2005 | -4.68 | 4.79 | 6.68 | 3.85 | | 2004 | 2.77 | 6.06 | -4.06 | 12.96 | | 2003 | -1.83 | 19.40 | 2.19 | 10.55 | | 2002 | -3.27 | -16.10 | -16.94 | 6.02 | | 2001 | -18.60 | 10.78 | -21.81 | 14.74 | | 2000 | 6.92 | -12.41 | 2.36 | -12.25 | | 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 | 152 | 848 | 17.92 | | 1-Month | 450 | 901 | 49.94 | | 3-Month | 404 | 898 | 44.99 | | 6-Month | 60 | 868 | 6.91 | | 1-Year | 107 | 847 | 12.63 | | 3-Year | 91 | 749 | 12.15 | | 5-Year | 98 | 636 | 15.41 |
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0.13% Nasdaq 
0.10%
Performance
