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| Morningstar Return Rating: | Below average | | Year to Date Return: | 43.30% | | 5-Year Average Return: | 0.03% | | Number of Years Up: | 1 | | Number of Years Down: | 4 | |
Best 1-Yr Total Return (2007): | 15.00% | |
Worst 1-Yr Total Return (2008): | -40.86% | |
Best 3-Yr Total Return (2005-7): | 2.91% | |
Worst 3-Yr Total Return (2006-8): | -12.10% |
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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 | WOGSX | Category | Diff | Index* | Diff | | Year To Date | 43.30 | 24.15 | 19.15 | 17.05 | 26.25 | | 1-Month | -1.93 | -2.25 | 0.32 | -1.86 | -0.07 | | 3-Month | 7.16 | 4.52 | 2.64 | 5.48 | 1.68 | | 1-Year | 31.60 | 15.35 | 16.25 | 9.80 | 21.8 | | 3-Year | -0.49 | -4.95 | 4.46 | -7.02 | 6.53 | | 5-Year | 0.03 | 0.99 | -0.96 | 0.33 | -0.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.77 | 42.81 | 13.96 | 45.76 | 11.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.63 | -17.14 | 8.51 | -18.25 | 9.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WOGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.86 | -40.67 | -0.19 | | 2007 | | | 15.00 | 13.35 | 1.65 | | 2006 | | | -0.12 | 7.05 | -7.17 | | 2005 | | | -5.11 | 6.71 | -11.82 | | 2004 | | | -3.21 | 7.81 | -11.02 | | 2003 | | | 52.60 | 28.66 | 23.94 | | 2002 | | | -40.01 | -27.64 | -12.37 | | 2001 | | | -39.05 | -22.30 | -16.75 | | 2000 | | | 3.60 | -13.05 | 16.65 | | 1999 | | | 50.14 | 38.87 | 11.27 |
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| PAST QUARTERLY RETURNS (%) FOR
WOGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.32 | 20.00 | 19.01 | N/A | | 2008 | -16.44 | 1.84 | -6.62 | -25.58 | | 2007 | 1.89 | 9.43 | 7.28 | -3.86 | | 2006 | 1.83 | -7.51 | 0.39 | 5.63 | | 2005 | -11.45 | 1.69 | 5.41 | -0.03 | | 2004 | -0.40 | -1.00 | -12.10 | 11.67 | | 2003 | -2.21 | 25.32 | 8.46 | 14.81 | | 2002 | -4.94 | -25.78 | -25.07 | 13.48 | | 2001 | -33.28 | 3.59 | -29.04 | 24.28 | | 2000 | 20.12 | 8.00 | 1.00 | -20.93 | | 1999 | N/A | N/A | N/A | 26.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 1802 | 3.00 | | 1-Month | 1001 | 1890 | 52.96 | | 3-Month | 75 | 1884 | 3.98 | | 6-Month | 511 | 1827 | 27.97 | | 1-Year | 34 | 1797 | 1.89 | | 3-Year | 73 | 1518 | 4.81 | | 5-Year | 685 | 1251 | 54.76 |
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0.01% Nasdaq 
0.22%
Performance
