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| Morningstar Return Rating: | Low | | Year to Date Return: | 31.83% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.54% | |
Worst 1-Yr Total Return (2008): | -46.37% | |
Best 3-Yr Total Return (2004-6): | 15.33% | |
Worst 3-Yr Total Return (2006-8): | -16.32% |
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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 | WPVAX | Category | Diff | Index* | Diff | | Year To Date | 31.83 | 31.75 | 0.08 | 29.91 | 1.92 | | 1-Month | 3.41 | 4.47 | -1.06 | 2.00 | 1.41 | | 3-Month | 7.64 | 7.37 | 0.27 | 4.58 | 3.06 | | 1-Year | 37.01 | 38.36 | -1.35 | 37.72 | -0.71 | | 3-Year | -11.61 | -4.57 | -7.04 | -5.52 | -6.09 | | 5-Year | -1.31 | 3.09 | -4.4 | 4.13 | -5.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.09 | 51.30 | 0.79 | 59.35 | -7.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.07 | -13.15 | -12.92 | -14.95 | -11.12 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.37 | -41.91 | -4.46 | | 2007 | | | -3.93 | 11.28 | -15.21 | | 2006 | | | 13.73 | 19.72 | -5.99 | | 2005 | | | 14.75 | 11.61 | 3.14 | | 2004 | | | 17.54 | 15.27 | 2.27 | | 2003 | | | 44.31 | 34.49 | 9.82 | | 2002 | | | -34.75 | -19.36 | -15.39 | | 2001 | | | -27.41 | -17.51 | -9.90 | | 2000 | | | -16.42 | -9.14 | -7.28 | | 1999 | | | 140.47 | 41.13 | 99.34 |
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| PAST QUARTERLY RETURNS (%) FOR
WPVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.69 | 23.13 | 17.36 | N/A | | 2008 | -10.99 | 4.25 | -20.33 | -27.46 | | 2007 | 3.95 | 2.82 | -3.26 | -7.09 | | 2006 | 11.70 | -6.14 | -0.88 | 9.44 | | 2005 | -0.22 | 4.89 | 7.31 | 2.17 | | 2004 | 6.71 | 0.98 | -7.08 | 17.38 | | 2003 | -8.47 | 27.85 | 10.21 | 11.89 | | 2002 | -2.95 | -12.02 | -24.16 | 0.76 | | 2001 | -22.19 | 3.67 | -24.75 | 19.60 | | 2000 | 23.05 | -11.38 | 4.64 | -26.76 | | 1999 | N/A | N/A | N/A | 61.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 292 | 751 | 38.88 | | 1-Month | 481 | 830 | 57.95 | | 3-Month | 467 | 820 | 56.95 | | 6-Month | 155 | 776 | 19.97 | | 1-Year | 215 | 729 | 29.49 | | 3-Year | 411 | 528 | 77.84 | | 5-Year | 335 | 430 | 77.91 |
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1.27% Nasdaq 0.00%
Performance
