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Westport I (WPFIX)

On Dec 7: 18.82   0.05 (0.26%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: High Year to Date Return: 24.27% 5-Year Average Return: 6.64% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2004): 16.80% Worst 1-Yr Total Return (2008): -30.20% Best 3-Yr Total Return (2004-6): 13.90% Worst 3-Yr Total Return (2006-8): -3.47% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return WPFIX Category Diff Index* Diff Year To Date 24.27 25.56 -1.29 17.05 7.22 1-Month -2.62 -4.12 1.5 -1.86 -0.76 3-Month 7.89 5.04 2.85 5.48 2.41 1-Year 16.18 18.21 -2.03 9.80 6.38 3-Year 0.67 -6.38 7.05 -7.02 7.69 5-Year 6.64 1.42 5.22 0.33 6.31 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 43.39 53.89 -10.5 45.76 -2.37 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -14.53 -16.12 1.59 -18.25 3.72 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year WPFIX Category Diff 2009 N/A N/A N/A 2008 -30.20 -39.18 8.98 2007 13.73 4.85 8.88 2006 13.32 14.03 -0.71 2005 11.65 9.25 2.40 2004 16.80 16.30 0.50 2003 29.38 36.28 -6.90 2002 -17.18 -16.55 -0.63 2001 N/A -3.12 N/A 2000 N/A 6.36 N/A 1999 N/A 20.92 N/A PAST QUARTERLY RETURNS (%) FOR WPFIX   Q1 Q2 Q3 Q4 2009 -6.08 14.85 18.31 N/A 2008 -5.28 6.98 -14.27 -19.66 2007 5.12 6.81 0.79 0.50 2006 6.97 -3.03 2.87 6.20 2005 3.19 3.68 3.59 0.74 2004 4.16 0.22 -1.22 13.26 2003 -7.30 18.71 6.56 10.33 2002 1.10 -4.89 -17.80 4.78 2001 N/A 12.78 -16.49 21.39 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 198 461 42.95 1-Month 154 484 31.82 3-Month 33 482 6.85 6-Month 191 466 40.99 1-Year 303 459 66.01 3-Year 13 378 3.44 5-Year 2 298 0.67
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