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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.10% | | 5-Year Average Return: | 1.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.26% | |
Worst 1-Yr Total Return (2008): | -38.23% | |
Best 3-Yr Total Return (2004-6): | 9.62% | |
Worst 3-Yr Total Return (2006-8): | -11.45% |
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| 1-Year: | 3.53% | | 3-Year: | -0.89% | | 5-Year: | 4.06% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WSCCX | Category | Diff | Index* | Diff | | Year To Date | 32.10 | 25.65 | 6.45 | 24.07 | 8.03 | | 1-Month | 2.87 | 3.38 | -0.51 | 6.00 | -3.13 | | 3-Month | 4.99 | 3.71 | 1.28 | 7.91 | -2.92 | | 1-Year | 38.14 | 31.83 | 6.31 | 25.39 | 12.75 | | 3-Year | -4.23 | -7.28 | 3.05 | -5.79 | 1.56 | | 5-Year | 1.22 | -0.38 | 1.6 | 0.71 | 0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.28 | 53.06 | 1.22 | 45.76 | 8.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.10 | -19.68 | 8.58 | -18.25 | 7.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.23 | -41.55 | 3.32 | | 2007 | | | 6.76 | 7.59 | -0.83 | | 2006 | | | 5.27 | 10.81 | -5.54 | | 2005 | | | 11.46 | 6.02 | 5.44 | | 2004 | | | 12.26 | 12.41 | -0.15 | | 2003 | | | 33.48 | 45.54 | -12.06 | | 2002 | | | -17.33 | -27.88 | 10.55 | | 2001 | | | -4.80 | -8.91 | 4.11 | | 2000 | | | 1.93 | -3.85 | 5.78 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.05 | 18.27 | 16.98 | N/A | | 2008 | -12.41 | 1.16 | -9.62 | -22.87 | | 2007 | 2.80 | 6.14 | 3.64 | -5.59 | | 2006 | 8.48 | -6.14 | -5.09 | 8.94 | | 2005 | -2.21 | 7.23 | 5.11 | 1.14 | | 2004 | 2.40 | 2.03 | -7.67 | 16.36 | | 2003 | 2.03 | 12.68 | 3.26 | 12.43 | | 2002 | -1.41 | -10.22 | -11.39 | 5.41 | | 2001 | -10.02 | 12.72 | -19.59 | 16.72 | | 2000 | 17.06 | 1.32 | -5.89 | -8.68 | | 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 | 196 | 786 | 24.94 | | 1-Month | 799 | 816 | 97.92 | | 3-Month | 220 | 815 | 26.99 | | 6-Month | 256 | 802 | 31.92 | | 1-Year | 224 | 781 | 28.68 | | 3-Year | 95 | 667 | 14.24 | | 5-Year | 148 | 563 | 26.29 |
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0.51% Nasdaq 
Performance
