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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.87% | | 5-Year Average Return: | 2.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.41% | |
Worst 1-Yr Total Return (2008): | -32.65% | |
Best 3-Yr Total Return (2004-6): | 10.48% | |
Worst 3-Yr Total Return (2006-8): | -6.96% |
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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 | WPSRX | Category | Diff | Index* | Diff | | Year To Date | 19.87 | 25.56 | -5.69 | 17.05 | 2.82 | | 1-Month | -6.60 | -4.12 | -2.48 | -1.86 | -4.74 | | 3-Month | 6.39 | 5.04 | 1.35 | 5.48 | 0.91 | | 1-Year | 10.45 | 18.21 | -7.76 | 9.80 | 0.65 | | 3-Year | -3.41 | -6.38 | 2.97 | -7.02 | 3.61 | | 5-Year | 2.82 | 1.42 | 1.4 | 0.33 | 2.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.52 | 53.89 | -13.37 | 45.76 | -5.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.78 | -16.12 | -1.66 | -18.25 | 0.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.65 | -39.18 | 6.53 | | 2007 | | | 6.37 | 4.85 | 1.52 | | 2006 | | | 12.41 | 14.03 | -1.62 | | 2005 | | | 8.63 | 9.25 | -0.62 | | 2004 | | | 10.43 | 16.30 | -5.87 | | 2003 | | | 32.14 | 36.28 | -4.14 | | 2002 | | | -15.22 | -16.55 | 1.33 | | 2001 | | | 8.22 | -3.12 | 11.34 | | 2000 | | | 13.60 | 6.36 | 7.24 | | 1999 | | | 42.72 | 20.92 | 21.80 |
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| PAST QUARTERLY RETURNS (%) FOR
WPSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.82 | 12.32 | 18.81 | N/A | | 2008 | -10.68 | 10.23 | -11.90 | -22.35 | | 2007 | 6.88 | 6.25 | 0.29 | -6.59 | | 2006 | 5.96 | -3.71 | 2.84 | 7.13 | | 2005 | 1.07 | 5.06 | 0.51 | 1.78 | | 2004 | 3.52 | -0.99 | -2.10 | 10.05 | | 2003 | -5.52 | 17.78 | 5.71 | 12.33 | | 2002 | 3.03 | -7.83 | -15.27 | 5.37 | | 2001 | -4.06 | 12.06 | -15.92 | 19.71 | | 2000 | 8.93 | -1.73 | 1.76 | 4.29 | | 1999 | N/A | N/A | N/A | 17.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 387 | 461 | 83.95 | | 1-Month | 484 | 484 | 100.00 | | 3-Month | 298 | 482 | 61.83 | | 6-Month | 452 | 466 | 97.00 | | 1-Year | 336 | 459 | 73.20 | | 3-Year | 69 | 378 | 18.25 | | 5-Year | 103 | 298 | 34.56 |
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0.83% Nasdaq 0.00%
Performance
