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| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.95% | | 5-Year Average Return: | 3.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.68% | |
Worst 1-Yr Total Return (2008): | -37.54% | |
Best 3-Yr Total Return (2004-6): | 11.55% | |
Worst 3-Yr Total Return (2006-8): | -8.23% |
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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 | WSMDX | Category | Diff | Index* | Diff | | Year To Date | 34.95 | 31.59 | 3.36 | 24.07 | 10.88 | | 1-Month | 2.95 | 4.49 | -1.54 | 6.00 | -3.05 | | 3-Month | 4.79 | 6.16 | -1.37 | 7.91 | -3.12 | | 1-Year | 39.51 | 35.24 | 4.27 | 25.39 | 14.12 | | 3-Year | -2.52 | -5.04 | 2.52 | -5.79 | 3.27 | | 5-Year | 3.67 | 1.47 | 2.2 | 0.71 | 2.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.79 | 48.99 | 5.8 | 45.76 | 9.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.51 | -20.53 | 11.02 | -18.25 | 8.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.54 | -43.77 | 6.23 | | 2007 | | | 12.54 | 15.09 | -2.55 | | 2006 | | | 9.95 | 9.00 | 0.95 | | 2005 | | | 11.05 | 9.84 | 1.21 | | 2004 | | | 13.68 | 13.23 | 0.45 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WSMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.30 | 22.28 | 14.37 | N/A | | 2008 | -14.35 | 2.47 | -7.23 | -23.28 | | 2007 | 5.51 | 7.47 | 2.84 | -3.50 | | 2006 | 11.96 | -6.09 | -0.76 | 5.39 | | 2005 | -3.98 | 3.78 | 7.10 | 4.06 | | 2004 | 3.42 | 3.60 | -3.19 | 9.60 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 264 | 827 | 31.92 | | 1-Month | 273 | 881 | 30.99 | | 3-Month | 254 | 879 | 28.90 | | 6-Month | 275 | 862 | 31.90 | | 1-Year | 131 | 825 | 15.88 | | 3-Year | 120 | 734 | 16.35 | | 5-Year | 95 | 632 | 15.03 |
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0.51% Nasdaq 
Performance
