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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.96% | | 5-Year Average Return: | 4.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.39% | |
Worst 1-Yr Total Return (2008): | -1.86% | |
Best 3-Yr Total Return (2004-6): | 4.75% | |
Worst 3-Yr Total Return (2006-8): | 3.08% |
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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 | WTIBX | Category | Diff | Index* | Diff | | Year To Date | 11.96 | 14.86 | -2.9 | 7.61 | 4.35 | | 1-Month | 1.50 | 1.13 | 0.37 | 1.29 | 0.21 | | 3-Month | 3.41 | 3.76 | -0.35 | 2.86 | 0.55 | | 1-Year | 14.50 | 18.84 | -4.34 | 11.63 | 2.87 | | 3-Year | 4.88 | 4.58 | 0.3 | 6.40 | -1.52 | | 5-Year | 4.86 | 4.20 | 0.66 | 5.49 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.31 | 13.91 | -5.6 | 7.06 | 1.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.40 | 6.57 | -0.17 | 7.94 | -1.54 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.86 | -4.70 | 2.84 | | 2007 | | | 5.42 | 4.70 | 0.72 | | 2006 | | | 5.85 | 4.15 | 1.70 | | 2005 | | | 2.06 | 1.80 | 0.26 | | 2004 | | | 6.39 | 3.91 | 2.48 | | 2003 | | | 11.61 | 5.10 | 6.51 | | 2002 | | | 7.18 | 8.04 | -0.86 | | 2001 | | | 6.78 | 7.64 | -0.86 | | 2000 | | | 10.34 | 9.44 | 0.90 | | 1999 | | | 0.43 | -1.35 | 1.78 |
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| PAST QUARTERLY RETURNS (%) FOR
WTIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.30 | 2.70 | 4.33 | N/A | | 2008 | 1.15 | -0.99 | -3.04 | 1.07 | | 2007 | 1.60 | -0.50 | 1.99 | 2.24 | | 2006 | 0.08 | 0.21 | 3.83 | 1.66 | | 2005 | -0.83 | 2.42 | -0.09 | 0.57 | | 2004 | 2.86 | -1.79 | 3.12 | 2.13 | | 2003 | 1.18 | 5.45 | 1.90 | 2.67 | | 2002 | -0.13 | 3.43 | 2.19 | 1.53 | | 2001 | 3.11 | 0.36 | 3.01 | 0.17 | | 2000 | 1.44 | 1.45 | 2.99 | 4.09 | | 1999 | N/A | N/A | N/A | 0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 709 | 1126 | 62.97 | | 1-Month | 490 | 1168 | 41.95 | | 3-Month | 683 | 1158 | 58.98 | | 6-Month | 763 | 1140 | 66.93 | | 1-Year | 641 | 1120 | 57.23 | | 3-Year | 492 | 970 | 50.72 | | 5-Year | 315 | 854 | 36.89 |
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