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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.63% | | 5-Year Average Return: | -1.79% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 22.53% | |
Worst 1-Yr Total Return (2008): | -38.06% | |
Best 3-Yr Total Return (2004-6): | 11.20% | |
Worst 3-Yr Total Return (2006-8): | -11.46% |
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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 | WPVLX | Category | Diff | Index* | Diff | | Year To Date | 24.63 | 15.79 | 8.84 | 17.05 | 7.58 | | 1-Month | -3.89 | -2.21 | -1.68 | -1.86 | -2.03 | | 3-Month | 2.47 | 5.62 | -3.15 | 5.48 | -3.01 | | 1-Year | 19.03 | 9.52 | 9.51 | 9.80 | 9.23 | | 3-Year | -9.39 | -8.36 | -1.03 | -7.02 | -2.37 | | 5-Year | -1.79 | 0.18 | -1.97 | 0.33 | -2.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.72 | 46.84 | -0.12 | 45.76 | 0.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.75 | -16.40 | 10.65 | -18.25 | 12.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WPVLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.06 | -37.09 | -0.97 | | 2007 | | | -8.54 | 1.42 | -9.96 | | 2006 | | | 22.53 | 18.15 | 4.38 | | 2005 | | | -2.42 | 5.95 | -8.37 | | 2004 | | | 14.99 | 12.97 | 2.02 | | 2003 | | | 25.38 | 28.44 | -3.06 | | 2002 | | | -16.99 | -18.69 | 1.70 | | 2001 | | | -0.86 | -4.99 | 4.13 | | 2000 | | | 21.07 | 7.87 | 13.20 | | 1999 | | | 22.02 | 6.72 | 15.30 |
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| PAST QUARTERLY RETURNS (%) FOR
WPVLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.39 | 16.75 | 16.17 | N/A | | 2008 | -12.91 | -6.92 | -2.36 | -21.74 | | 2007 | 0.41 | 5.05 | -7.20 | -6.56 | | 2006 | 3.29 | 2.36 | 5.28 | 10.07 | | 2005 | -3.85 | 1.98 | -3.39 | 3.00 | | 2004 | 4.84 | -1.28 | 2.35 | 8.55 | | 2003 | -4.31 | 18.16 | 0.21 | 10.66 | | 2002 | -0.38 | -13.30 | -13.30 | 10.86 | | 2001 | -1.12 | 6.50 | -11.03 | 5.81 | | 2000 | -1.76 | 1.78 | 10.18 | 9.91 | | 1999 | N/A | N/A | N/A | 5.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 186 | 1335 | 13.93 | | 1-Month | 1337 | 1379 | 96.95 | | 3-Month | 1354 | 1368 | 98.98 | | 6-Month | 1332 | 1346 | 98.96 | | 1-Year | 147 | 1318 | 11.15 | | 3-Year | 702 | 1124 | 62.46 | | 5-Year | 683 | 934 | 73.13 |
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0.34% Nasdaq 
Performance
