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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.87% | | 5-Year Average Return: | 1.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.00% | |
Worst 1-Yr Total Return (2008): | -22.11% | |
Best 3-Yr Total Return (2005-7): | 6.07% | |
Worst 3-Yr Total Return (2006-8): | -2.88% |
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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 | WSBFX | Category | Diff | Index* | Diff | | Year To Date | 13.87 | 22.21 | -8.34 | N/A | N/A | | 1-Month | 3.42 | 3.58 | -0.16 | N/A | N/A | | 3-Month | 5.58 | 5.74 | -0.16 | N/A | N/A | | 1-Year | 16.05 | 26.14 | -10.09 | N/A | N/A | | 3-Year | -0.68 | -2.18 | 1.5 | N/A | N/A | | 5-Year | 1.57 | 2.20 | -0.63 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.49 | 33.99 | -13.5 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.26 | -9.13 | -2.13 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.11 | -28.00 | 5.89 | | 2007 | | | 10.00 | 5.99 | 4.01 | | 2006 | | | 6.89 | 11.29 | -4.40 | | 2005 | | | 1.48 | 5.13 | -3.65 | | 2004 | | | 8.61 | 8.86 | -0.25 | | 2003 | | | 14.88 | 20.35 | -5.47 | | 2002 | | | -6.11 | -12.02 | 5.91 | | 2001 | | | -2.85 | -5.05 | 2.20 | | 2000 | | | 5.13 | 1.82 | 3.31 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.95 | 7.01 | 8.77 | N/A | | 2008 | -3.95 | -1.43 | -5.54 | -12.90 | | 2007 | 0.34 | 4.56 | 3.96 | 0.85 | | 2006 | 2.30 | -1.73 | 2.99 | 3.25 | | 2005 | -2.12 | -0.27 | 1.09 | 2.84 | | 2004 | 1.61 | 1.87 | -1.56 | 6.59 | | 2003 | -1.83 | 7.23 | 2.25 | 6.73 | | 2002 | 1.29 | -5.87 | -4.99 | 3.65 | | 2001 | -6.23 | 1.71 | -4.65 | 6.83 | | 2000 | 4.39 | -0.37 | 0.28 | 0.80 | | 1999 | N/A | N/A | N/A | 7.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1112 | 1184 | 93.92 | | 1-Month | 1085 | 1233 | 88.00 | | 3-Month | 970 | 1229 | 78.93 | | 6-Month | 1099 | 1208 | 90.98 | | 1-Year | 927 | 1183 | 78.36 | | 3-Year | 226 | 932 | 24.25 | | 5-Year | 458 | 784 | 58.42 |
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0.63% Nasdaq 
0.03%
Performance
