Dow Up0.08% Nasdaq Down0.30%

Walden Equity (WSEFX)

19.09 Down 0.05(0.26%) Sep 19

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:5.73%
5-Year Average Return:14.95%
Number of Years Up:11
Number of Years Down:3
Best 1 Yr Total Return (2013-12-31):30.08%
Worst 1 Yr Total Return (2008-12-31):-31.35%
Best 3-Yr Total Return (N/A):13.78%
Worst 3-Yr Total Return (N/A):-5.98%
Load Adjusted Returns 
1-Year:19.61%
3-Year:16.55%
5-Year:14.95%
10-Year:7.51%
Trailing Returns (%) vs. Benchmarks 
ReturnWSEFXCategoryDiffIndex*Diff
Year To Date5.73N/AN/AN/AN/A
1-Month3.20N/AN/AN/AN/A
3-Month2.15N/AN/AN/AN/A
1-Year19.61N/AN/AN/AN/A
3-Year16.55N/AN/AN/AN/A
5-Year14.95N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.66N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.44N/AN/AN/AN/A
Annual Total Return (%) History () 
YearWSEFXCategoryDiff
2014N/AN/AN/A
2013
 
30.08N/AN/A
2012
 
11.17N/AN/A
2011
 
1.19N/AN/A
2010
 
16.90N/AN/A
2009
 
24.52N/AN/A
2008
 
-31.35N/AN/A
2007
 
11.29N/AN/A
2006
 
8.77N/AN/A
2005
 
0.92N/AN/A
2004
 
10.75N/AN/A
2003
 
24.45N/AN/A
2002
 
-12.95N/AN/A
2001
 
-4.26N/AN/A
2000
 
2.16N/AN/A
1999N/AN/AN/A
Past Quarterly Returns (%) for WSEFX 
Q1Q2Q3Q4
20141.113.90N/AN/A
20139.912.925.119.40
201212.86-5.004.61-0.88
20114.721.28-14.4611.54
20105.74-9.1310.2410.36
2009-10.3013.9814.026.82
2008-5.64-0.96-7.00-21.00
20070.006.094.750.14
20062.98-1.242.853.99
2005-3.16-1.061.523.76
20041.972.86-3.419.31
2003-3.9612.864.1910.19
20023.64-10.92-12.477.72
2001-8.573.37-9.0711.41
20003.92-1.98-1.351.67
1999-7.898.78N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date77N/A
1-Month90N/A
3-Month96N/A
6-Month31N/A
1-Year91N/A
3-Year84N/A
5-Year72N/A