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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.38% | | 5-Year Average Return: | -1.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.90% | |
Worst 1-Yr Total Return (2008): | -32.37% | |
Best 3-Yr Total Return (2004-6): | 7.60% | |
Worst 3-Yr Total Return (2006-8): | -8.46% |
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| 1-Year: | -16.53% | | 3-Year: | -7.67% | | 5-Year: | -2.23% | | 10-Year: | 2.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WSDVX | Category | Diff | Index* | Diff | | Year To Date | 10.38 | 18.65 | -8.27 | 17.05 | -6.67 | | 1-Month | -0.90 | -2.18 | 1.28 | -1.86 | 0.96 | | 3-Month | 5.01 | 5.08 | -0.07 | 5.48 | -0.47 | | 1-Year | 0.62 | 11.86 | -11.24 | 9.80 | -9.18 | | 3-Year | -8.02 | -6.78 | -1.24 | -7.02 | -1 | | 5-Year | -1.96 | 0.49 | -2.45 | 0.33 | -2.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.05 | 45.26 | -2.21 | 45.76 | -2.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.31 | -15.99 | -2.32 | -18.25 | -0.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSDVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.37 | -37.79 | 5.42 | | 2007 | | | 0.48 | 6.16 | -5.68 | | 2006 | | | 12.90 | 14.17 | -1.27 | | 2005 | | | 0.24 | 5.88 | -5.64 | | 2004 | | | 10.07 | 10.02 | 0.05 | | 2003 | | | 17.81 | 27.05 | -9.24 | | 2002 | | | -4.26 | -22.25 | 17.99 | | 2001 | | | -6.88 | -13.50 | 6.62 | | 2000 | | | 20.27 | -6.31 | 26.58 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSDVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.01 | 17.04 | 14.66 | N/A | | 2008 | -6.32 | -5.72 | -0.89 | -22.74 | | 2007 | -0.69 | 5.49 | -1.39 | -2.73 | | 2006 | 1.92 | -1.73 | 5.12 | 7.23 | | 2005 | -2.87 | 1.71 | 1.53 | -0.06 | | 2004 | 4.52 | -1.18 | -0.88 | 7.51 | | 2003 | -2.71 | 10.45 | 0.90 | 8.66 | | 2002 | 4.54 | -0.53 | -9.54 | 1.77 | | 2001 | -9.04 | 1.31 | -3.81 | 5.06 | | 2000 | -2.12 | 1.76 | 10.93 | 8.86 | | 1999 | N/A | N/A | N/A | 10.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1851 | 2013 | 91.95 | | 1-Month | 189 | 2110 | 8.96 | | 3-Month | 1881 | 2090 | 90.00 | | 6-Month | 1680 | 2049 | 81.99 | | 1-Year | 1490 | 1999 | 74.54 | | 3-Year | 1021 | 1694 | 60.27 | | 5-Year | 986 | 1352 | 72.93 |
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0.40% Nasdaq 
Performance
