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| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.56% | | 5-Year Average Return: | 3.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.48% | |
Worst 1-Yr Total Return (2008): | -37.71% | |
Best 3-Yr Total Return (2004-6): | 11.28% | |
Worst 3-Yr Total Return (2006-8): | -8.44% |
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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 | WSMNX | Category | Diff | Index* | Diff | | Year To Date | 34.56 | 31.59 | 2.97 | 24.07 | 10.49 | | 1-Month | 2.91 | 4.49 | -1.58 | 6.00 | -3.09 | | 3-Month | 4.67 | 6.16 | -1.49 | 7.91 | -3.24 | | 1-Year | 39.17 | 35.24 | 3.93 | 25.39 | 13.78 | | 3-Year | -2.77 | -5.04 | 2.27 | -5.79 | 3.02 | | 5-Year | 3.40 | 1.47 | 1.93 | 0.71 | 2.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.58 | 48.99 | 5.59 | 45.76 | 8.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.72 | -20.53 | 10.81 | -18.25 | 8.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSMNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.71 | -43.77 | 6.06 | | 2007 | | | 12.34 | 15.09 | -2.75 | | 2006 | | | 9.68 | 9.00 | 0.68 | | 2005 | | | 10.72 | 9.84 | 0.88 | | 2004 | | | 13.48 | 13.23 | 0.25 | | 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
WSMNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.33 | 22.08 | 14.39 | N/A | | 2008 | -14.50 | 2.50 | -7.23 | -23.38 | | 2007 | 5.48 | 7.39 | 2.79 | -3.52 | | 2006 | 11.94 | -6.12 | -0.92 | 5.35 | | 2005 | -4.08 | 3.70 | 7.04 | 3.99 | | 2004 | 3.42 | 3.50 | -3.20 | 9.51 | | 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 | 272 | 827 | 32.89 | | 1-Month | 299 | 881 | 33.94 | | 3-Month | 281 | 879 | 31.97 | | 6-Month | 284 | 862 | 32.95 | | 1-Year | 142 | 825 | 17.21 | | 3-Year | 131 | 734 | 17.85 | | 5-Year | 106 | 632 | 16.77 |
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0.04% Nasdaq 
0.40%
Performance
