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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.30% | | 5-Year Average Return: | 1.07% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.73% | |
Worst 1-Yr Total Return (2008): | -31.06% | |
Best 3-Yr Total Return (2004-6): | 9.89% | |
Worst 3-Yr Total Return (2006-8): | -9.69% |
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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 | WPSGX | Category | Diff | Index* | Diff | | Year To Date | 22.30 | 24.15 | -1.85 | 17.05 | 5.25 | | 1-Month | -0.32 | -2.25 | 1.93 | -1.86 | 1.54 | | 3-Month | 5.16 | 4.52 | 0.64 | 5.48 | -0.32 | | 1-Year | 15.98 | 15.35 | 0.63 | 9.80 | 6.18 | | 3-Year | -5.00 | -4.95 | -0.05 | -7.02 | 2.02 | | 5-Year | 1.07 | 0.99 | 0.08 | 0.33 | 0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.26 | 42.81 | -2.55 | 45.76 | -5.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.44 | -17.14 | 3.7 | -18.25 | 4.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.06 | -40.67 | 9.61 | | 2007 | | | -0.02 | 13.35 | -13.37 | | 2006 | | | 6.85 | 7.05 | -0.20 | | 2005 | | | 5.49 | 6.71 | -1.22 | | 2004 | | | 17.73 | 7.81 | 9.92 | | 2003 | | | 16.84 | 28.66 | -11.82 | | 2002 | | | -16.46 | -27.64 | 11.18 | | 2001 | | | -13.06 | -22.30 | 9.24 | | 2000 | | | -2.24 | -13.05 | 10.81 | | 1999 | | | 8.76 | 38.87 | -30.11 |
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| PAST QUARTERLY RETURNS (%) FOR
WPSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.18 | 13.24 | 11.90 | N/A | | 2008 | -5.98 | -7.84 | -0.12 | -20.33 | | 2007 | -1.36 | 2.25 | 5.07 | -5.67 | | 2006 | 0.99 | -4.64 | 4.34 | 6.33 | | 2005 | -4.81 | 0.69 | 8.72 | 1.23 | | 2004 | 1.52 | 1.83 | -1.02 | 15.06 | | 2003 | -2.67 | 10.15 | -0.02 | 9.02 | | 2002 | 4.01 | -11.83 | -12.66 | 4.30 | | 2001 | -9.65 | -2.74 | -11.78 | 12.14 | | 2000 | 3.91 | 3.16 | -3.48 | -5.52 | | 1999 | N/A | N/A | N/A | 11.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1027 | 1802 | 56.99 | | 1-Month | 75 | 1890 | 3.97 | | 3-Month | 697 | 1884 | 37.00 | | 6-Month | 1680 | 1827 | 91.95 | | 1-Year | 603 | 1797 | 33.56 | | 3-Year | 614 | 1518 | 40.45 | | 5-Year | 531 | 1251 | 42.45 |
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0.67% Nasdaq 
Performance
