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| Morningstar Return Rating: | Average | | Year to Date Return: | -5.53% | | 5-Year Average Return: | 0.73% | | 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% |
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| 1-Year: | 19.24% | | 3-Year: | -2.87% | | 5-Year: | 1.39% | | 10-Year: | -1.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WRVBX | Category | Diff | Index* | Diff | | Year To Date | -5.53 | -4.87 | -0.66 | -3.60 | -1.93 | | 1-Month | -5.53 | -4.87 | -0.66 | -3.60 | -1.93 | | 3-Month | 2.65 | 3.82 | -1.17 | 4.16 | -1.51 | | 1-Year | 24.15 | 35.76 | -11.61 | 33.14 | -8.99 | | 3-Year | -4.65 | -5.20 | 0.55 | -7.24 | 2.59 | | 5-Year | 0.73 | 0.87 | -0.14 | 0.18 | 0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.41 | 44.07 | -10.66 | 45.76 | -12.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.49 | -18.03 | -3.46 | -18.25 | -3.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WRVBX | Category | Diff | | 2009 | | | 24.24 | 35.68 | -11.44 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
WRVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.85 | 11.04 | 11.47 | 5.49 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1317 | 1882 | 69.98 | | 1-Month | 1279 | 1882 | 67.96 | | 3-Month | 1549 | 1867 | 82.97 | | 6-Month | 1785 | 1860 | 95.97 | | 1-Year | 1375 | 1787 | 76.94 | | 3-Year | 510 | 1545 | 33.01 | | 5-Year | 528 | 1265 | 41.74 |
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1.52% Nasdaq 
Performance
