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| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.63% | | 5-Year Average Return: | 5.36% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.97% | |
Worst 1-Yr Total Return (2005): | 2.27% | |
Best 3-Yr Total Return (2006-8): | 4.97% | |
Worst 3-Yr Total Return (2004-6): | 3.55% |
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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 | WOBDX | Category | Diff | Index* | Diff | | Year To Date | 9.63 | 13.54 | -3.91 | 6.24 | 3.39 | | 1-Month | 0.75 | 0.89 | -0.14 | 0.49 | 0.26 | | 3-Month | 3.15 | 4.14 | -0.99 | 2.60 | 0.55 | | 1-Year | 15.34 | 17.86 | -2.52 | 13.79 | 1.55 | | 3-Year | 6.99 | 4.54 | 2.45 | 6.35 | 0.64 | | 5-Year | 5.36 | 3.85 | 1.51 | 5.05 | 0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.69 | 13.81 | -5.12 | 7.06 | 1.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.32 | 6.49 | 3.83 | 7.94 | 2.38 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WOBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.96 | -4.70 | 8.66 | | 2007 | | | 6.97 | 4.70 | 2.27 | | 2006 | | | 4.00 | 4.15 | -0.15 | | 2005 | | | 2.27 | 1.80 | 0.47 | | 2004 | | | 4.40 | 3.91 | 0.49 | | 2003 | | | 3.98 | 5.10 | -1.12 | | 2002 | | | 10.23 | 8.04 | 2.19 | | 2001 | | | 9.07 | 7.64 | 1.43 | | 2000 | | | 12.11 | 9.44 | 2.67 | | 1999 | | | -0.87 | -1.35 | 0.48 |
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| PAST QUARTERLY RETURNS (%) FOR
WOBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.33 | 2.43 | 3.81 | N/A | | 2008 | 2.31 | -0.73 | -1.16 | 3.55 | | 2007 | 1.71 | -0.55 | 3.00 | 2.68 | | 2006 | -0.67 | 0.00 | 3.64 | 1.02 | | 2005 | -0.83 | 3.22 | -0.63 | 0.54 | | 2004 | 2.76 | -2.22 | 3.02 | 0.86 | | 2003 | 1.25 | 2.03 | 0.27 | 0.38 | | 2002 | 0.22 | 3.76 | 4.35 | 1.57 | | 2001 | 3.14 | 0.52 | 5.13 | 0.06 | | 2000 | 2.42 | 1.48 | 2.91 | 4.83 | | 1999 | N/A | N/A | N/A | -0.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 796 | 1122 | 70.94 | | 1-Month | 849 | 1164 | 72.94 | | 3-Month | 842 | 1154 | 72.96 | | 6-Month | 883 | 1133 | 77.93 | | 1-Year | 595 | 1113 | 53.46 | | 3-Year | 98 | 957 | 10.24 | | 5-Year | 84 | 845 | 9.94 |
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1.23% Nasdaq 
0.02 (0.18%) 
Performance
