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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.11% | | 5-Year Average Return: | -3.10% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.07% | |
Worst 1-Yr Total Return (2008): | -36.24% | |
Best 3-Yr Total Return (2004-6): | 13.00% | |
Worst 3-Yr Total Return (2006-8): | -11.45% |
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| 1-Year: | -17.57% | | 3-Year: | -8.59% | | 5-Year: | -0.72% | | 10-Year: | 5.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WSCBX | Category | Diff | Index* | Diff | | Year To Date | 12.11 | 22.72 | -10.61 | 24.07 | -11.96 | | 1-Month | 2.85 | 3.14 | -0.29 | 6.00 | -3.15 | | 3-Month | 0.93 | 3.09 | -2.16 | 7.91 | -6.98 | | 1-Year | 18.06 | 29.36 | -11.3 | 25.39 | -7.33 | | 3-Year | -11.25 | -8.14 | -3.11 | -5.79 | -5.46 | | 5-Year | -3.10 | -0.30 | -2.8 | 0.71 | -3.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.59 | 57.49 | -8.9 | 45.76 | 2.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.94 | -19.40 | -5.54 | -18.25 | -6.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.24 | -36.56 | 0.32 | | 2007 | | | -1.97 | -1.10 | -0.87 | | 2006 | | | 11.09 | 15.03 | -3.94 | | 2005 | | | 7.29 | 6.75 | 0.54 | | 2004 | | | 21.07 | 18.94 | 2.13 | | 2003 | | | 24.22 | 43.41 | -19.19 | | 2002 | | | -8.42 | -16.22 | 7.80 | | 2001 | | | 10.41 | 8.92 | 1.49 | | 2000 | | | 26.10 | 11.89 | 14.21 | | 1999 | | | 0.71 | 19.95 | -19.24 |
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| PAST QUARTERLY RETURNS (%) FOR
WSCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.62 | 16.26 | 17.41 | N/A | | 2008 | -10.92 | 2.11 | -4.87 | -26.32 | | 2007 | 1.39 | 5.70 | -3.20 | -5.51 | | 2006 | 7.89 | -3.20 | 0.47 | 5.86 | | 2005 | 0.90 | 2.95 | 4.60 | -1.25 | | 2004 | 4.35 | 4.46 | 0.00 | 11.07 | | 2003 | -5.90 | 12.81 | 3.10 | 13.51 | | 2002 | 9.82 | -5.28 | -14.92 | 3.48 | | 2001 | -2.31 | 11.15 | -11.39 | 14.75 | | 2000 | 7.53 | 0.44 | 6.24 | 9.90 | | 1999 | N/A | N/A | N/A | 4.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 597 | 657 | 90.87 | | 1-Month | 108 | 679 | 15.91 | | 3-Month | 543 | 671 | 80.92 | | 6-Month | 523 | 663 | 78.88 | | 1-Year | 498 | 646 | 77.09 | | 3-Year | 384 | 573 | 67.02 | | 5-Year | 342 | 475 | 72.00 |
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1.01% Nasdaq 
0.05 (0.63%) 
Performance
