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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.03% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.22% | |
Worst 1-Yr Total Return (2008): | -38.30% | |
Best 3-Yr Total Return (2004-6): | 9.52% | |
Worst 3-Yr Total Return (2006-8): | -11.55% |
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| 1-Year: | -0.70% | | 3-Year: | -1.77% | | 5-Year: | 3.65% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WRSBX | Category | Diff | Index* | Diff | | Year To Date | 28.03 | 21.65 | 6.38 | 17.05 | 10.98 | | 1-Month | -5.36 | -5.90 | 0.54 | -1.86 | -3.5 | | 3-Month | 2.57 | 2.07 | 0.5 | 5.48 | -2.91 | | 1-Year | 24.90 | 13.17 | 11.73 | 9.80 | 15.1 | | 3-Year | -3.97 | -7.45 | 3.48 | -7.02 | 3.05 | | 5-Year | 1.61 | 0.22 | 1.39 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.97 | 52.20 | 1.77 | 45.76 | 8.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.42 | -18.89 | 7.47 | -18.25 | 6.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WRSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.30 | -41.55 | 3.25 | | 2007 | | | 6.62 | 7.59 | -0.97 | | 2006 | | | 5.20 | 10.81 | -5.61 | | 2005 | | | 11.29 | 6.02 | 5.27 | | 2004 | | | 12.22 | 12.41 | -0.19 | | 2003 | | | 33.05 | 45.54 | -12.49 | | 2002 | | | -17.50 | -27.88 | 10.38 | | 2001 | | | -5.06 | -8.91 | 3.85 | | 2000 | | | 1.87 | -3.85 | 5.72 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WRSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.09 | 18.09 | 17.01 | N/A | | 2008 | -12.39 | 1.08 | -9.62 | -22.90 | | 2007 | 2.77 | 6.08 | 3.63 | -5.62 | | 2006 | 8.52 | -6.21 | -5.09 | 8.91 | | 2005 | -2.31 | 7.23 | 5.02 | 1.16 | | 2004 | 2.43 | 1.97 | -7.67 | 16.36 | | 2003 | 1.83 | 12.68 | 3.19 | 12.36 | | 2002 | -1.51 | -10.28 | -11.46 | 5.45 | | 2001 | -10.12 | 12.66 | -19.57 | 16.56 | | 2000 | 16.99 | 1.32 | -5.97 | -8.61 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 165 | 790 | 20.89 | | 1-Month | 442 | 820 | 53.90 | | 3-Month | 204 | 819 | 24.91 | | 6-Month | 424 | 800 | 53.00 | | 1-Year | 104 | 783 | 13.28 | | 3-Year | 83 | 669 | 12.41 | | 5-Year | 146 | 554 | 26.35 |
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0.22% Nasdaq 
Performance
