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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.97% | | 5-Year Average Return: | 0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.48% | |
Worst 1-Yr Total Return (2008): | -45.33% | |
Best 3-Yr Total Return (2005-7): | 10.82% | |
Worst 3-Yr Total Return (2006-8): | -11.19% |
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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 | WTEIX | Category | Diff | Index* | Diff | | Year To Date | 33.97 | 31.20 | 2.77 | 24.07 | 9.9 | | 1-Month | 6.74 | 5.67 | 1.07 | 6.00 | 0.74 | | 3-Month | 10.35 | 8.18 | 2.17 | 7.91 | 2.44 | | 1-Year | 35.19 | 34.04 | 1.15 | 25.39 | 9.8 | | 3-Year | -3.81 | -3.89 | 0.08 | -5.79 | 1.98 | | 5-Year | 0.59 | 1.25 | -0.66 | 0.71 | -0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.11 | 43.84 | -0.73 | 45.76 | -2.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.70 | -18.03 | -1.67 | -18.25 | -1.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.33 | -40.67 | -4.66 | | 2007 | | | 22.48 | 13.35 | 9.13 | | 2006 | | | 4.60 | 7.05 | -2.45 | | 2005 | | | 6.23 | 6.71 | -0.48 | | 2004 | | | 11.18 | 7.81 | 3.37 | | 2003 | | | 30.07 | 28.66 | 1.41 | | 2002 | | | -23.12 | -27.64 | 4.52 | | 2001 | | | -13.49 | -22.30 | 8.81 | | 2000 | | | 3.75 | -13.05 | 16.80 | | 1999 | | | 46.16 | 38.87 | 7.29 |
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| PAST QUARTERLY RETURNS (%) FOR
WTEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.85 | 14.13 | 15.19 | N/A | | 2008 | -14.11 | 0.83 | -17.94 | -23.08 | | 2007 | 2.40 | 7.92 | 8.50 | 2.14 | | 2006 | 4.87 | -6.37 | 1.84 | 4.60 | | 2005 | -5.15 | 2.36 | 5.99 | 3.23 | | 2004 | 1.27 | 0.81 | -1.42 | 10.48 | | 2003 | -3.89 | 14.11 | 5.81 | 12.09 | | 2002 | 0.54 | -12.80 | -16.13 | 4.56 | | 2001 | -13.68 | 9.27 | -18.12 | 12.01 | | 2000 | 14.00 | -6.26 | 4.52 | -7.11 | | 1999 | N/A | N/A | N/A | 40.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 563 | 1818 | 30.97 | | 1-Month | 590 | 1906 | 30.95 | | 3-Month | 209 | 1904 | 10.98 | | 6-Month | 223 | 1866 | 11.95 | | 1-Year | 542 | 1815 | 29.86 | | 3-Year | 593 | 1537 | 38.58 | | 5-Year | 652 | 1273 | 51.22 |
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0.20% Nasdaq 
Performance
