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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.29% | | 5-Year Average Return: | 0.82% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 23.38% | |
Worst 1-Yr Total Return (2008): | -38.73% | |
Best 3-Yr Total Return (2004-6): | 13.01% | |
Worst 3-Yr Total Return (2006-8): | -11.09% |
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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 | WPGTX | Category | Diff | Index* | Diff | | Year To Date | 33.29 | 19.19 | 14.1 | 17.05 | 16.24 | | 1-Month | -3.48 | -5.16 | 1.68 | -1.86 | -1.62 | | 3-Month | 5.16 | 4.11 | 1.05 | 5.48 | -0.32 | | 1-Year | 22.42 | 11.22 | 11.2 | 9.80 | 12.62 | | 3-Year | -7.27 | -7.72 | 0.45 | -7.02 | -0.25 | | 5-Year | 0.82 | 1.02 | -0.2 | 0.33 | 0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.08 | 60.83 | 1.25 | 45.76 | 16.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.00 | -15.36 | 2.36 | -18.25 | 5.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.73 | -32.24 | -6.49 | | 2007 | | | -7.04 | -6.08 | -0.96 | | 2006 | | | 23.38 | 16.27 | 7.11 | | 2005 | | | -2.00 | 6.40 | -8.40 | | 2004 | | | 19.35 | 21.14 | -1.79 | | 2003 | | | 45.37 | 42.38 | 2.99 | | 2002 | | | -26.10 | -10.12 | -15.98 | | 2001 | | | -14.78 | 15.92 | -30.70 | | 2000 | | | -5.20 | 18.64 | -23.84 | | 1999 | | | 63.26 | 6.78 | 56.48 |
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| PAST QUARTERLY RETURNS (%) FOR
WPGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.75 | 28.51 | 17.77 | N/A | | 2008 | -9.19 | -8.29 | 5.42 | -30.21 | | 2007 | 3.54 | 5.69 | -7.76 | -7.91 | | 2006 | 9.85 | -1.20 | 0.06 | 13.61 | | 2005 | -3.70 | 0.77 | 3.58 | -2.50 | | 2004 | 7.89 | 0.34 | -3.05 | 13.72 | | 2003 | -6.32 | 23.84 | 8.05 | 15.97 | | 2002 | -7.17 | -9.42 | -19.23 | 8.81 | | 2001 | -22.05 | 14.91 | -23.29 | 24.03 | | 2000 | 11.13 | -4.32 | 3.98 | -14.26 | | 1999 | N/A | N/A | N/A | 42.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 62 | 390 | 15.90 | | 1-Month | 170 | 406 | 41.87 | | 3-Month | 166 | 405 | 40.99 | | 6-Month | 39 | 396 | 9.85 | | 1-Year | 63 | 381 | 16.54 | | 3-Year | 141 | 317 | 44.48 | | 5-Year | 129 | 242 | 53.31 |
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0.01% Nasdaq 0.00%
0.03 (0.27%) 
Performance
