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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.52% | | 5-Year Average Return: | 4.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.32% | |
Worst 1-Yr Total Return (2008): | -34.93% | |
Best 3-Yr Total Return (2005-7): | 13.82% | |
Worst 3-Yr Total Return (2006-8): | -4.53% |
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| 1-Year: | -4.55% | | 3-Year: | 0.44% | | 5-Year: | 4.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WTEAX | Category | Diff | Index* | Diff | | Year To Date | 28.52 | 31.20 | -2.68 | 24.07 | 4.45 | | 1-Month | 6.27 | 5.67 | 0.6 | 6.00 | 0.27 | | 3-Month | 8.10 | 8.18 | -0.08 | 7.91 | 0.19 | | 1-Year | 29.61 | 34.04 | -4.43 | 25.39 | 4.22 | | 3-Year | 1.45 | -3.89 | 5.34 | -5.79 | 7.24 | | 5-Year | 4.99 | 1.25 | 3.74 | 0.71 | 4.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.77 | 43.84 | -9.07 | 45.76 | -10.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.53 | -18.03 | 3.5 | -18.25 | 3.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.93 | -40.67 | 5.74 | | 2007 | | | 25.32 | 13.35 | 11.97 | | 2006 | | | 6.70 | 7.05 | -0.35 | | 2005 | | | 10.28 | 6.71 | 3.57 | | 2004 | | | 11.70 | 7.81 | 3.89 | | 2003 | | | 24.96 | 28.66 | -3.70 | | 2002 | | | -16.42 | -27.64 | 11.22 | | 2001 | | | -22.13 | -22.30 | 0.17 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WTEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.44 | 13.80 | 10.62 | N/A | | 2008 | -8.54 | -0.26 | -12.62 | -18.37 | | 2007 | 0.98 | 6.80 | 12.92 | 2.90 | | 2006 | 1.88 | -4.21 | 2.90 | 6.26 | | 2005 | -2.54 | 3.55 | 5.15 | 3.92 | | 2004 | 2.96 | 3.50 | -5.20 | 10.56 | | 2003 | 0.48 | 11.22 | 2.74 | 8.84 | | 2002 | -4.31 | -7.17 | -8.64 | 2.99 | | 2001 | -18.12 | 5.37 | -18.57 | 10.83 | | 2000 | N/A | 6.00 | -3.96 | -5.80 | | 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 | 1145 | 1818 | 62.98 | | 1-Month | 895 | 1906 | 46.96 | | 3-Month | 818 | 1904 | 42.96 | | 6-Month | 1679 | 1866 | 89.98 | | 1-Year | 1094 | 1815 | 60.28 | | 3-Year | 49 | 1537 | 3.19 | | 5-Year | 64 | 1273 | 5.03 |
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0.51% Nasdaq 
Performance
