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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.36% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.39% | |
Worst 1-Yr Total Return (2008): | -34.45% | |
Best 3-Yr Total Return (2006-8): | -11.73% | |
Worst 3-Yr Total Return (2006-8): | -11.73% |
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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 | WPOPX | Category | Diff | Index* | Diff | | Year To Date | 36.36 | 18.65 | 17.71 | 17.05 | 19.31 | | 1-Month | -1.87 | -2.18 | 0.31 | -1.86 | -0.01 | | 3-Month | 6.19 | 5.08 | 1.11 | 5.48 | 0.71 | | 1-Year | 30.03 | 11.86 | 18.17 | 9.80 | 20.23 | | 3-Year | -6.38 | -6.78 | 0.4 | -7.02 | 0.64 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.35 | 45.26 | 3.09 | 45.76 | 2.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.71 | -15.99 | 18.7 | -18.25 | 20.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPOPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.45 | -37.79 | 3.34 | | 2007 | | | -12.86 | 6.16 | -19.02 | | 2006 | | | 20.39 | 14.17 | 6.22 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WPOPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.62 | 16.45 | 17.42 | N/A | | 2008 | -9.14 | -7.12 | -1.51 | -21.13 | | 2007 | -0.88 | 4.33 | -9.24 | -7.15 | | 2006 | 2.50 | 1.50 | 4.49 | 10.75 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 2013 | 2.98 | | 1-Month | 1751 | 2110 | 82.99 | | 3-Month | 2027 | 2090 | 96.99 | | 6-Month | 1823 | 2049 | 88.97 | | 1-Year | 39 | 1999 | 1.95 | | 3-Year | 703 | 1694 | 41.50 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
