|
| Morningstar Return Rating: | High | | Year to Date Return: | 24.20% | | 5-Year Average Return: | 6.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.86% | |
Worst 1-Yr Total Return (2008): | -30.28% | |
Best 3-Yr Total Return (2004-6): | 13.89% | |
Worst 3-Yr Total Return (2006-8): | -3.52% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WPFRX | Category | Diff | Index* | Diff | | Year To Date | 24.20 | 25.56 | -1.36 | 17.05 | 7.15 | | 1-Month | -2.67 | -4.12 | 1.45 | -1.86 | -0.81 | | 3-Month | 7.87 | 5.04 | 2.83 | 5.48 | 2.39 | | 1-Year | 15.99 | 18.21 | -2.22 | 9.80 | 6.19 | | 3-Year | 0.60 | -6.38 | 6.98 | -7.02 | 7.62 | | 5-Year | 6.59 | 1.42 | 5.17 | 0.33 | 6.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.34 | 53.89 | -10.55 | 45.76 | -2.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.62 | -16.12 | 1.5 | -18.25 | 3.63 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.28 | -39.18 | 8.90 | | 2007 | | | 13.71 | 4.85 | 8.86 | | 2006 | | | 13.27 | 14.03 | -0.76 | | 2005 | | | 11.61 | 9.25 | 2.36 | | 2004 | | | 16.86 | 16.30 | 0.56 | | 2003 | | | 29.36 | 36.28 | -6.92 | | 2002 | | | -16.91 | -16.55 | -0.36 | | 2001 | | | 3.99 | -3.12 | 7.11 | | 2000 | | | 8.68 | 6.36 | 2.32 | | 1999 | | | 46.13 | 20.92 | 25.21 |
|
| PAST QUARTERLY RETURNS (%) FOR
WPFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.07 | 14.88 | 18.26 | N/A | | 2008 | -5.31 | 7.00 | -14.31 | -19.70 | | 2007 | 5.10 | 6.84 | 0.74 | 0.52 | | 2006 | 6.94 | -3.07 | 2.91 | 6.18 | | 2005 | 3.19 | 3.61 | 3.63 | 0.74 | | 2004 | 4.20 | 0.24 | -1.22 | 13.26 | | 2003 | -7.20 | 18.63 | 6.56 | 10.27 | | 2002 | 1.17 | -4.96 | -17.51 | 4.77 | | 2001 | -9.12 | 12.79 | -16.50 | 21.49 | | 2000 | 4.75 | -1.10 | 3.53 | 1.33 | | 1999 | N/A | N/A | N/A | 25.07 |
|
| 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 | 195 | 466 | 41.85 | | 1-Year | 306 | 459 | 66.67 | | 3-Year | 15 | 378 | 3.97 | | 5-Year | 3 | 298 | 1.01 |
|
|
|
|
|
0.22% Nasdaq 
Performance
