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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.43% | | 5-Year Average Return: | -0.64% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.11% | |
Worst 1-Yr Total Return (2008): | -32.37% | |
Best 3-Yr Total Return (2004-6): | 16.04% | |
Worst 3-Yr Total Return (2006-8): | -7.71% |
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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 | WSMVX | Category | Diff | Index* | Diff | | Year To Date | 14.43 | 22.92 | -8.49 | 24.07 | -9.64 | | 1-Month | 3.53 | 2.83 | 0.7 | 6.00 | -2.47 | | 3-Month | 2.85 | 2.63 | 0.22 | 7.91 | -5.06 | | 1-Year | 23.36 | 29.66 | -6.3 | 25.39 | -2.03 | | 3-Year | -9.04 | -8.12 | -0.92 | -5.79 | -3.25 | | 5-Year | -0.64 | -0.18 | -0.46 | 0.71 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.12 | 63.44 | -4.32 | 45.76 | 13.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.50 | -16.13 | -5.37 | -18.25 | -3.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WSMVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.37 | -32.24 | -0.13 | | 2007 | | | -3.18 | -6.08 | 2.90 | | 2006 | | | 20.05 | 16.27 | 3.78 | | 2005 | | | 5.73 | 6.40 | -0.67 | | 2004 | | | 23.11 | 21.14 | 1.97 | | 2003 | | | 36.86 | 42.38 | -5.52 | | 2002 | | | -7.77 | -10.12 | 2.35 | | 2001 | | | 17.55 | 15.92 | 1.63 | | 2000 | | | 13.39 | 18.64 | -5.25 | | 1999 | | | -12.01 | 6.78 | -18.79 |
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| PAST QUARTERLY RETURNS (%) FOR
WSMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.06 | 17.15 | 25.17 | N/A | | 2008 | -10.90 | 1.08 | -0.60 | -24.46 | | 2007 | 3.07 | 5.29 | -6.58 | -4.50 | | 2006 | 13.72 | -2.30 | -0.77 | 8.89 | | 2005 | -2.42 | 3.05 | 5.32 | -0.17 | | 2004 | 7.01 | 3.06 | 1.30 | 10.20 | | 2003 | -7.04 | 20.01 | 5.81 | 15.93 | | 2002 | 10.15 | -3.43 | -18.26 | 6.07 | | 2001 | 0.81 | 9.32 | -8.39 | 16.44 | | 2000 | -3.21 | -2.30 | 6.88 | 12.19 | | 1999 | N/A | N/A | N/A | -2.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 285 | 361 | 78.95 | | 1-Month | 72 | 380 | 18.95 | | 3-Month | 294 | 377 | 77.98 | | 6-Month | 150 | 368 | 40.76 | | 1-Year | 220 | 358 | 61.45 | | 3-Year | 149 | 293 | 50.85 | | 5-Year | 112 | 233 | 48.07 |
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0.02% Nasdaq 
0.33%
Performance
