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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.65% | | 5-Year Average Return: | -2.69% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 12.02% | |
Worst 1-Yr Total Return (2008): | -32.87% | |
Best 3-Yr Total Return (2004-6): | 6.78% | |
Worst 3-Yr Total Return (2006-8): | -9.15% |
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| 1-Year: | -15.39% | | 3-Year: | -7.42% | | 5-Year: | -2.38% | | 10-Year: | 2.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WSDCX | Category | Diff | Index* | Diff | | Year To Date | 9.65 | 18.65 | -9 | 17.05 | -7.4 | | 1-Month | -0.95 | -2.18 | 1.23 | -1.86 | 0.91 | | 3-Month | 4.76 | 5.08 | -0.32 | 5.48 | -0.72 | | 1-Year | -0.10 | 11.86 | -11.96 | 9.80 | -9.9 | | 3-Year | -8.71 | -6.78 | -1.93 | -7.02 | -1.69 | | 5-Year | -2.69 | 0.49 | -3.18 | 0.33 | -3.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.52 | 45.26 | -2.74 | 45.76 | -3.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.89 | -15.99 | -2.9 | -18.25 | -0.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.87 | -37.79 | 4.92 | | 2007 | | | -0.30 | 6.16 | -6.46 | | 2006 | | | 12.02 | 14.17 | -2.15 | | 2005 | | | -0.47 | 5.88 | -6.35 | | 2004 | | | 9.19 | 10.02 | -0.83 | | 2003 | | | 17.02 | 27.05 | -10.03 | | 2002 | | | -4.99 | -22.25 | 17.26 | | 2001 | | | -7.50 | -13.50 | 6.00 | | 2000 | | | 19.45 | -6.31 | 25.76 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.19 | 16.76 | 14.51 | N/A | | 2008 | -6.49 | -5.95 | -1.05 | -22.87 | | 2007 | -0.88 | 5.23 | -1.53 | -2.93 | | 2006 | 1.65 | -1.86 | 4.87 | 7.08 | | 2005 | -3.01 | 1.51 | 1.25 | -0.16 | | 2004 | 4.24 | -1.36 | -1.05 | 7.31 | | 2003 | -2.82 | 10.21 | 0.64 | 8.57 | | 2002 | 4.25 | -0.71 | -9.64 | 1.58 | | 2001 | -9.23 | 1.21 | -4.06 | 4.94 | | 2000 | -2.22 | 1.47 | 10.78 | 8.67 | | 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 | 211 | 2110 | 10.00 | | 3-Month | 1922 | 2090 | 91.96 | | 6-Month | 1741 | 2049 | 84.97 | | 1-Year | 1516 | 1999 | 75.84 | | 3-Year | 1150 | 1694 | 67.89 | | 5-Year | 1018 | 1352 | 75.30 |
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1.00% Nasdaq 0.00%
Performance
