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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.98% | | 5-Year Average Return: | 3.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.87% | |
Worst 1-Yr Total Return (2008): | -37.33% | |
Best 3-Yr Total Return (2004-6): | 11.12% | |
Worst 3-Yr Total Return (2006-8): | -10.22% |
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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 | WRSYX | Category | Diff | Index* | Diff | | Year To Date | 29.98 | 21.65 | 8.33 | 17.05 | 12.93 | | 1-Month | -5.24 | -5.90 | 0.66 | -1.86 | -3.38 | | 3-Month | 2.94 | 2.07 | 0.87 | 5.48 | -2.54 | | 1-Year | 27.17 | 13.17 | 14 | 9.80 | 17.37 | | 3-Year | -2.42 | -7.45 | 5.03 | -7.02 | 4.6 | | 5-Year | 3.18 | 0.22 | 2.96 | 0.33 | 2.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.65 | 52.20 | 3.45 | 45.76 | 9.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.68 | -18.89 | 9.21 | -18.25 | 8.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WRSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.33 | -41.55 | 4.22 | | 2007 | | | 8.27 | 7.59 | 0.68 | | 2006 | | | 6.66 | 10.81 | -4.15 | | 2005 | | | 12.97 | 6.02 | 6.95 | | 2004 | | | 13.87 | 12.41 | 1.46 | | 2003 | | | 35.35 | 45.54 | -10.19 | | 2002 | | | -16.17 | -27.88 | 11.71 | | 2001 | | | -3.45 | -8.91 | 5.46 | | 2000 | | | 3.35 | -3.85 | 7.20 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WRSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.68 | 18.78 | 17.45 | N/A | | 2008 | -12.11 | 1.45 | -9.22 | -22.58 | | 2007 | 3.17 | 6.49 | 3.98 | -5.23 | | 2006 | 8.86 | -5.80 | -4.83 | 9.29 | | 2005 | -1.83 | 7.58 | 5.38 | 1.50 | | 2004 | 2.77 | 2.40 | -7.32 | 16.75 | | 2003 | 2.29 | 13.15 | 3.60 | 12.87 | | 2002 | -1.14 | -9.90 | -11.09 | 5.85 | | 2001 | -9.65 | 13.09 | -19.29 | 17.08 | | 2000 | 17.45 | 1.66 | -5.57 | -8.33 | | 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 | 110 | 790 | 13.92 | | 1-Month | 393 | 820 | 47.93 | | 3-Month | 139 | 819 | 16.97 | | 6-Month | 344 | 800 | 43.00 | | 1-Year | 59 | 783 | 7.54 | | 3-Year | 39 | 669 | 5.83 | | 5-Year | 62 | 554 | 11.19 |
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0.10% Nasdaq 
0.27%
Performance
