|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.34% | | 5-Year Average Return: | 1.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 26.49% | |
Worst 1-Yr Total Return (2008): | -40.22% | |
Best 3-Yr Total Return (2005-7): | 13.54% | |
Worst 3-Yr Total Return (2006-8): | -8.43% |
|
| 1-Year: | -12.28% | | 3-Year: | -3.16% | | 5-Year: | 2.22% | | 10-Year: | 0.32% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WRVBX | Category | Diff | Index* | Diff | | Year To Date | 14.34 | 24.15 | -9.81 | 17.05 | -2.71 | | 1-Month | -2.92 | -2.25 | -0.67 | -1.86 | -1.06 | | 3-Month | 1.98 | 4.52 | -2.54 | 5.48 | -3.5 | | 1-Year | 5.98 | 15.35 | -9.37 | 9.80 | -3.82 | | 3-Year | -3.99 | -4.95 | 0.96 | -7.02 | 3.03 | | 5-Year | 1.44 | 0.99 | 0.45 | 0.33 | 1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.41 | 42.81 | -9.4 | 45.76 | -12.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.49 | -17.14 | -4.35 | -18.25 | -3.24 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WRVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.22 | -40.67 | 0.45 | | 2007 | | | 26.49 | 13.35 | 13.14 | | 2006 | | | 1.54 | 7.05 | -5.51 | | 2005 | | | 13.96 | 6.71 | 7.25 | | 2004 | | | 4.29 | 7.81 | -3.52 | | 2003 | | | 28.60 | 28.66 | -0.06 | | 2002 | | | -21.52 | -27.64 | 6.12 | | 2001 | | | -25.64 | -22.30 | -3.34 | | 2000 | | | -2.05 | -13.05 | 11.00 | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WRVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.85 | 11.04 | 11.47 | N/A | | 2008 | -11.62 | -1.23 | -12.19 | -22.02 | | 2007 | 1.74 | 5.63 | 14.37 | 2.91 | | 2006 | 2.76 | -2.01 | -3.31 | 4.29 | | 2005 | -2.87 | 5.65 | 4.37 | 6.39 | | 2004 | -0.13 | 0.91 | -5.81 | 9.86 | | 2003 | 0.50 | 11.31 | 3.14 | 11.45 | | 2002 | 3.15 | -13.10 | -14.35 | 2.22 | | 2001 | -22.20 | 3.63 | -18.00 | 12.47 | | 2000 | 17.93 | -1.66 | -1.55 | -14.22 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1621 | 1802 | 89.96 | | 1-Month | 680 | 1890 | 35.98 | | 3-Month | 1582 | 1884 | 83.97 | | 6-Month | 1790 | 1827 | 97.97 | | 1-Year | 1326 | 1797 | 73.79 | | 3-Year | 474 | 1518 | 31.23 | | 5-Year | 380 | 1251 | 30.38 |
|
|
|
|
|
0.22% Nasdaq 
Performance
