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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.55% | | 5-Year Average Return: | 2.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.62% | |
Worst 1-Yr Total Return (2008): | -39.43% | |
Best 3-Yr Total Return (2004-6): | 15.29% | |
Worst 3-Yr Total Return (2006-8): | -10.74% |
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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 | WOOPX | Category | Diff | Index* | Diff | | Year To Date | 28.55 | 30.74 | -2.19 | 24.07 | 4.48 | | 1-Month | 5.34 | 4.28 | 1.06 | 6.00 | -0.66 | | 3-Month | 6.16 | 5.45 | 0.71 | 7.91 | -1.75 | | 1-Year | 36.10 | 36.41 | -0.31 | 25.39 | 10.71 | | 3-Year | -6.98 | -6.04 | -0.94 | -5.79 | -1.19 | | 5-Year | 2.08 | 0.99 | 1.09 | 0.71 | 1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.48 | 54.55 | -5.07 | 45.76 | 3.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.79 | -16.09 | -2.7 | -18.25 | -0.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WOOPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.43 | -39.18 | -0.25 | | 2007 | | | 3.11 | 4.85 | -1.74 | | 2006 | | | 13.88 | 14.03 | -0.15 | | 2005 | | | 17.62 | 9.25 | 8.37 | | 2004 | | | 14.41 | 16.30 | -1.89 | | 2003 | | | 30.49 | 36.28 | -5.79 | | 2002 | | | -17.97 | -16.55 | -1.42 | | 2001 | | | -4.53 | -3.12 | -1.41 | | 2000 | | | 20.42 | 6.36 | 14.06 | | 1999 | | | 10.58 | 20.92 | -10.34 |
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| PAST QUARTERLY RETURNS (%) FOR
WOOPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.83 | 17.00 | 18.98 | N/A | | 2008 | -10.37 | 4.20 | -15.32 | -23.42 | | 2007 | 5.29 | 4.93 | -2.56 | -4.22 | | 2006 | 8.44 | -2.12 | -0.39 | 7.70 | | 2005 | 1.90 | 5.00 | 8.18 | 1.61 | | 2004 | 2.65 | 1.72 | -1.51 | 11.25 | | 2003 | -3.58 | 15.71 | 5.22 | 11.16 | | 2002 | 5.91 | -10.77 | -16.94 | 4.50 | | 2001 | -11.50 | 11.23 | -17.29 | 17.25 | | 2000 | 16.09 | -3.79 | 12.25 | -3.95 | | 1999 | N/A | N/A | N/A | 15.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 175 | 450 | 38.89 | | 1-Month | 81 | 479 | 16.91 | | 3-Month | 57 | 476 | 11.97 | | 6-Month | 103 | 472 | 21.82 | | 1-Year | 154 | 450 | 34.22 | | 3-Year | 181 | 367 | 49.32 | | 5-Year | 91 | 293 | 31.06 |
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0.51% Nasdaq 
Performance
