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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.35% | | 5-Year Average Return: | -0.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.36% | |
Worst 1-Yr Total Return (2008): | -34.85% | |
Best 3-Yr Total Return (2004-6): | 10.01% | |
Worst 3-Yr Total Return (2006-8): | -8.34% |
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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 | WQCEX | Category | Diff | Index* | Diff | | Year To Date | 9.35 | 18.65 | -9.3 | 17.05 | -7.7 | | 1-Month | -2.39 | -2.18 | -0.21 | -1.86 | -0.53 | | 3-Month | 3.76 | 5.08 | -1.32 | 5.48 | -1.72 | | 1-Year | 5.18 | 11.86 | -6.68 | 9.80 | -4.62 | | 3-Year | -8.24 | -6.78 | -1.46 | -7.02 | -1.22 | | 5-Year | -0.52 | 0.49 | -1.01 | 0.33 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.32 | 45.26 | -5.94 | 45.76 | -6.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.10 | -15.99 | -2.11 | -18.25 | 0.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WQCEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.85 | -37.79 | 2.94 | | 2007 | | | 5.96 | 6.16 | -0.20 | | 2006 | | | 11.57 | 14.17 | -2.60 | | 2005 | | | 6.20 | 5.88 | 0.32 | | 2004 | | | 12.36 | 10.02 | 2.34 | | 2003 | | | 23.20 | 27.05 | -3.85 | | 2002 | | | -24.50 | -22.25 | -2.25 | | 2001 | | | -16.93 | -13.50 | -3.43 | | 2000 | | | -12.49 | -6.31 | -6.18 | | 1999 | | | 23.95 | 20.16 | 3.79 |
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| PAST QUARTERLY RETURNS (%) FOR
WQCEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.25 | 13.83 | 13.45 | N/A | | 2008 | -11.40 | -2.10 | -6.75 | -19.46 | | 2007 | 0.74 | 6.06 | 1.56 | -2.35 | | 2006 | 4.23 | -2.47 | 4.28 | 5.25 | | 2005 | -2.21 | 0.78 | 5.27 | 2.37 | | 2004 | 2.57 | -0.37 | -0.84 | 10.89 | | 2003 | -2.66 | 12.11 | 1.60 | 11.11 | | 2002 | -1.23 | -11.57 | -16.10 | 3.02 | | 2001 | -15.47 | 4.66 | -14.69 | 10.06 | | 2000 | 1.00 | -4.36 | 0.83 | -10.16 | | 1999 | N/A | N/A | N/A | 12.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1912 | 2013 | 94.98 | | 1-Month | 1160 | 2110 | 54.98 | | 3-Month | 1881 | 2090 | 90.00 | | 6-Month | 1741 | 2049 | 84.97 | | 1-Year | 1433 | 1999 | 71.69 | | 3-Year | 998 | 1694 | 58.91 | | 5-Year | 866 | 1352 | 64.05 |
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0.22% Nasdaq 
Performance
