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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.28% | | 5-Year Average Return: | 4.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.52% | |
Worst 1-Yr Total Return (2008): | -40.39% | |
Best 3-Yr Total Return (2005-7): | 17.59% | |
Worst 3-Yr Total Return (2006-8): | -6.10% |
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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 | WPIEX | Category | Diff | Index* | Diff | | Year To Date | 21.28 | 29.35 | -8.07 | 29.91 | -8.63 | | 1-Month | 3.81 | 3.83 | -0.02 | 2.00 | 1.81 | | 3-Month | 7.40 | 6.09 | 1.31 | 4.58 | 2.82 | | 1-Year | 30.41 | 38.30 | -7.89 | 37.72 | -7.31 | | 3-Year | -5.04 | -5.68 | 0.64 | -5.52 | 0.48 | | 5-Year | 4.00 | 4.12 | -0.12 | 4.13 | -0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.49 | 57.56 | -5.07 | 59.35 | -6.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.62 | -15.07 | -5.55 | -14.95 | -5.67 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.39 | -43.99 | 3.60 | | 2007 | | | 16.22 | 12.71 | 3.51 | | 2006 | | | 19.52 | 24.77 | -5.25 | | 2005 | | | 17.05 | 14.72 | 2.33 | | 2004 | | | 14.49 | 17.39 | -2.90 | | 2003 | | | 34.62 | 33.58 | 1.04 | | 2002 | | | -17.66 | -16.69 | -0.97 | | 2001 | | | -19.91 | -21.67 | 1.76 | | 2000 | | | -24.35 | -16.34 | -8.01 | | 1999 | | | 57.69 | 40.28 | 17.41 |
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| PAST QUARTERLY RETURNS (%) FOR
WPIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.40 | 21.30 | 18.20 | N/A | | 2008 | -7.98 | -1.02 | -19.88 | -18.32 | | 2007 | 2.58 | 9.55 | 4.58 | -1.11 | | 2006 | 7.84 | -0.94 | 3.87 | 7.71 | | 2005 | 0.39 | -0.29 | 11.87 | 4.53 | | 2004 | 3.11 | -1.98 | -0.53 | 13.88 | | 2003 | -7.98 | 19.03 | 6.39 | 15.53 | | 2002 | 4.12 | -4.40 | -20.71 | 4.33 | | 2001 | -16.42 | 1.76 | -15.75 | 11.78 | | 2000 | 0.57 | -9.28 | -8.51 | -9.36 | | 1999 | N/A | N/A | N/A | 33.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 659 | 824 | 79.98 | | 1-Month | 8 | 847 | 0.94 | | 3-Month | 42 | 844 | 4.98 | | 6-Month | 570 | 839 | 67.94 | | 1-Year | 558 | 817 | 68.30 | | 3-Year | 167 | 612 | 27.29 | | 5-Year | 162 | 462 | 35.06 |
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0.20% Nasdaq 
0.13 (1.15%) 
Performance
