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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.28% | | 5-Year Average Return: | 1.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.29% | |
Worst 1-Yr Total Return (2008): | -31.35% | |
Best 3-Yr Total Return (2005-7): | 6.90% | |
Worst 3-Yr Total Return (2006-8): | -5.98% |
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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 | WSEFX | Category | Diff | Index* | Diff | | Year To Date | 22.28 | 31.20 | -8.92 | 24.07 | -1.79 | | 1-Month | 5.81 | 5.67 | 0.14 | 6.00 | -0.19 | | 3-Month | 8.98 | 8.18 | 0.8 | 7.91 | 1.07 | | 1-Year | 22.61 | 34.04 | -11.43 | 25.39 | -2.78 | | 3-Year | -1.93 | -3.89 | 1.96 | -5.79 | 3.86 | | 5-Year | 1.09 | 1.25 | -0.16 | 0.71 | 0.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.11 | 43.84 | -3.73 | 45.76 | -5.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.97 | -18.03 | 0.06 | -18.25 | 0.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.35 | -40.67 | 9.32 | | 2007 | | | 11.29 | 13.35 | -2.06 | | 2006 | | | 8.77 | 7.05 | 1.72 | | 2005 | | | 0.92 | 6.71 | -5.79 | | 2004 | | | 10.75 | 7.81 | 2.94 | | 2003 | | | 24.45 | 28.66 | -4.21 | | 2002 | | | -12.95 | -27.64 | 14.69 | | 2001 | | | -4.26 | -22.30 | 18.04 | | 2000 | | | 2.16 | -13.05 | 15.21 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.30 | 13.98 | 14.02 | N/A | | 2008 | -5.64 | -0.96 | -7.00 | -21.00 | | 2007 | 0.00 | 6.09 | 4.75 | 0.14 | | 2006 | 2.98 | -1.24 | 2.85 | 3.99 | | 2005 | -3.16 | -1.06 | 1.52 | 3.76 | | 2004 | 1.97 | 2.86 | -3.41 | 9.31 | | 2003 | -3.96 | 12.86 | 4.19 | 10.19 | | 2002 | 3.64 | -10.92 | -12.47 | 7.72 | | 2001 | -8.57 | 3.37 | -9.07 | 11.41 | | 2000 | 3.92 | -1.98 | -1.35 | 1.67 | | 1999 | N/A | N/A | N/A | 8.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1581 | 1818 | 86.96 | | 1-Month | 724 | 1906 | 37.99 | | 3-Month | 647 | 1904 | 33.98 | | 6-Month | 391 | 1866 | 20.95 | | 1-Year | 1333 | 1815 | 73.44 | | 3-Year | 330 | 1537 | 21.47 | | 5-Year | 550 | 1273 | 43.21 |
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0.20% Nasdaq 
Performance
