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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.46% | | 5-Year Average Return: | -2.71% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 12.01% | |
Worst 1-Yr Total Return (2008): | -32.80% | |
Best 3-Yr Total Return (2004-6): | 6.78% | |
Worst 3-Yr Total Return (2006-8): | -9.13% |
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| 1-Year: | -17.67% | | 3-Year: | -8.09% | | 5-Year: | -2.63% | | 10-Year: | 2.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WSDBX | Category | Diff | Index* | Diff | | Year To Date | 9.46 | 18.65 | -9.19 | 17.05 | -7.59 | | 1-Month | -1.10 | -2.18 | 1.08 | -1.86 | 0.76 | | 3-Month | 4.80 | 5.08 | -0.28 | 5.48 | -0.68 | | 1-Year | -0.18 | 11.86 | -12.04 | 9.80 | -9.98 | | 3-Year | -8.72 | -6.78 | -1.94 | -7.02 | -1.7 | | 5-Year | -2.71 | 0.49 | -3.2 | 0.33 | -3.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.46 | 45.26 | -2.8 | 45.76 | -3.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.97 | -15.99 | -2.98 | -18.25 | -0.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.80 | -37.79 | 4.99 | | 2007 | | | -0.30 | 6.16 | -6.46 | | 2006 | | | 12.01 | 14.17 | -2.16 | | 2005 | | | -0.49 | 5.88 | -6.37 | | 2004 | | | 9.23 | 10.02 | -0.79 | | 2003 | | | 16.99 | 27.05 | -10.06 | | 2002 | | | -5.01 | -22.25 | 17.24 | | 2001 | | | -7.57 | -13.50 | 5.93 | | 2000 | | | 19.50 | -6.31 | 25.81 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.26 | 16.70 | 14.62 | N/A | | 2008 | -6.53 | -5.89 | -1.06 | -22.79 | | 2007 | -0.88 | 5.26 | -1.54 | -2.94 | | 2006 | 1.66 | -1.87 | 4.90 | 7.05 | | 2005 | -3.10 | 1.52 | 1.34 | -0.18 | | 2004 | 4.26 | -1.36 | -1.06 | 7.35 | | 2003 | -2.93 | 10.26 | 0.73 | 8.51 | | 2002 | 4.27 | -0.71 | -9.68 | 1.59 | | 2001 | -9.25 | 1.16 | -4.07 | 4.96 | | 2000 | -2.22 | 1.58 | 10.68 | 8.69 | | 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 | 1892 | 2013 | 93.99 | | 1-Month | 253 | 2110 | 11.99 | | 3-Month | 1943 | 2090 | 92.97 | | 6-Month | 1741 | 2049 | 84.97 | | 1-Year | 1515 | 1999 | 75.79 | | 3-Year | 1151 | 1694 | 67.95 | | 5-Year | 1019 | 1352 | 75.37 |
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1.39% Nasdaq 
Performance
