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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.65% | | 5-Year Average Return: | -0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.56% | |
Worst 1-Yr Total Return (2008): | -39.17% | |
Best 3-Yr Total Return (2004-6): | 10.80% | |
Worst 3-Yr Total Return (2006-8): | -9.72% |
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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 | WSMGX | Category | Diff | Index* | Diff | | Year To Date | 15.65 | 21.65 | -6 | 17.05 | -1.4 | | 1-Month | -6.38 | -5.90 | -0.48 | -1.86 | -4.52 | | 3-Month | 2.38 | 2.07 | 0.31 | 5.48 | -3.1 | | 1-Year | 6.97 | 13.17 | -6.2 | 9.80 | -2.83 | | 3-Year | -7.86 | -7.45 | -0.41 | -7.02 | -0.84 | | 5-Year | -0.27 | 0.22 | -0.49 | 0.33 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.18 | 52.20 | -2.02 | 45.76 | 4.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.74 | -18.89 | -5.85 | -18.25 | -6.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.17 | -41.55 | 2.38 | | 2007 | | | 8.58 | 7.59 | 0.99 | | 2006 | | | 11.40 | 10.81 | 0.59 | | 2005 | | | 3.87 | 6.02 | -2.15 | | 2004 | | | 17.56 | 12.41 | 5.15 | | 2003 | | | 37.30 | 45.54 | -8.24 | | 2002 | | | -13.87 | -27.88 | 14.01 | | 2001 | | | -2.81 | -8.91 | 6.10 | | 2000 | | | 1.28 | -3.85 | 5.13 | | 1999 | | | 14.69 | 64.77 | -50.08 |
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| PAST QUARTERLY RETURNS (%) FOR
WSMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.27 | 18.20 | 17.78 | N/A | | 2008 | -14.69 | 7.84 | -9.81 | -26.68 | | 2007 | 3.57 | 5.82 | 0.00 | -0.92 | | 2006 | 11.82 | -6.79 | -1.17 | 8.14 | | 2005 | -4.21 | 3.01 | 4.55 | 0.68 | | 2004 | 5.40 | 2.20 | -3.73 | 13.37 | | 2003 | -4.91 | 18.66 | 8.70 | 11.94 | | 2002 | 5.12 | -7.27 | -15.45 | 4.50 | | 2001 | -14.13 | 15.62 | -18.81 | 20.57 | | 2000 | 6.65 | -2.08 | 1.30 | -4.26 | | 1999 | N/A | N/A | N/A | 20.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 624 | 790 | 78.99 | | 1-Month | 557 | 820 | 67.93 | | 3-Month | 434 | 819 | 52.99 | | 6-Month | 248 | 800 | 31.00 | | 1-Year | 522 | 783 | 66.67 | | 3-Year | 336 | 669 | 50.22 | | 5-Year | 294 | 554 | 53.07 |
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0.30% Nasdaq 
0.22%
Performance
