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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.57% | | 5-Year Average Return: | -1.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.08% | |
Worst 1-Yr Total Return (2008): | -32.19% | |
Best 3-Yr Total Return (2004-6): | 7.85% | |
Worst 3-Yr Total Return (2006-8): | -8.25% |
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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 | WSDIX | Category | Diff | Index* | Diff | | Year To Date | 10.57 | 18.65 | -8.08 | 17.05 | -6.48 | | 1-Month | -0.88 | -2.18 | 1.3 | -1.86 | 0.98 | | 3-Month | 5.09 | 5.08 | 0.01 | 5.48 | -0.39 | | 1-Year | 0.85 | 11.86 | -11.01 | 9.80 | -8.95 | | 3-Year | -7.81 | -6.78 | -1.03 | -7.02 | -0.79 | | 5-Year | -1.71 | 0.49 | -2.2 | 0.33 | -2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.19 | 45.26 | -2.07 | 45.76 | -2.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.09 | -15.99 | -2.1 | -18.25 | 0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.19 | -37.79 | 5.60 | | 2007 | | | 0.70 | 6.16 | -5.46 | | 2006 | | | 13.08 | 14.17 | -1.09 | | 2005 | | | 0.51 | 5.88 | -5.37 | | 2004 | | | 10.36 | 10.02 | 0.34 | | 2003 | | | 18.20 | 27.05 | -8.85 | | 2002 | | | -4.09 | -22.25 | 18.16 | | 2001 | | | -6.62 | -13.50 | 6.88 | | 2000 | | | 20.67 | -6.31 | 26.98 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.09 | 17.28 | 14.71 | N/A | | 2008 | -6.22 | -5.71 | -0.78 | -22.71 | | 2007 | -0.61 | 5.49 | -1.30 | -2.69 | | 2006 | 1.90 | -1.63 | 5.14 | 7.30 | | 2005 | -2.86 | 1.78 | 1.60 | 0.06 | | 2004 | 4.50 | -1.10 | -0.79 | 7.63 | | 2003 | -2.61 | 10.54 | 0.90 | 8.82 | | 2002 | 4.55 | -0.53 | -9.38 | 1.77 | | 2001 | -9.06 | 1.41 | -3.82 | 5.27 | | 2000 | -2.02 | 1.82 | 10.96 | 9.01 | | 1999 | N/A | N/A | N/A | 10.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1831 | 2013 | 90.96 | | 1-Month | 189 | 2110 | 8.96 | | 3-Month | 1881 | 2090 | 90.00 | | 6-Month | 1659 | 2049 | 80.97 | | 1-Year | 1486 | 1999 | 74.34 | | 3-Year | 963 | 1694 | 56.85 | | 5-Year | 969 | 1352 | 71.67 |
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1.00% Nasdaq 
Performance
