|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 60.92% | | 5-Year Average Return: | 4.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 19.51% | |
Worst 1-Yr Total Return (2008): | -48.86% | |
Best 3-Yr Total Return (2004-6): | 13.59% | |
Worst 3-Yr Total Return (2006-8): | -14.49% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WTIFX | Category | Diff | Index* | Diff | | Year To Date | 60.92 | 45.86 | 15.06 | 29.91 | 31.01 | | 1-Month | 0.26 | 3.32 | -3.06 | 2.00 | -1.74 | | 3-Month | 6.34 | 8.08 | -1.74 | 4.58 | 1.76 | | 1-Year | 76.72 | 56.85 | 19.87 | 37.72 | 39 | | 3-Year | -4.21 | -5.58 | 1.37 | -5.52 | 1.31 | | 5-Year | 4.13 | 6.68 | -2.55 | 4.13 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.16 | 65.72 | 3.44 | 59.35 | 9.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.93 | -12.65 | 10.72 | -14.95 | 13.02 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.86 | -49.02 | 0.16 | | 2007 | | | 2.94 | 12.03 | -9.09 | | 2006 | | | 18.78 | 26.79 | -8.01 | | 2005 | | | 19.51 | 24.86 | -5.35 | | 2004 | | | 3.24 | 24.38 | -21.14 | | 2003 | | | 58.11 | 54.17 | 3.94 | | 2002 | | | -18.42 | -15.43 | -2.99 | | 2001 | | | -20.92 | -24.44 | 3.52 | | 2000 | | | -2.43 | -15.12 | 12.69 | | 1999 | | | N/A | 83.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WTIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.06 | 36.15 | 21.39 | N/A | | 2008 | -8.81 | -5.33 | -21.30 | -24.73 | | 2007 | 6.12 | 5.17 | -2.43 | -5.47 | | 2006 | 10.88 | -3.47 | -1.07 | 12.17 | | 2005 | 3.12 | 3.60 | 8.77 | 2.85 | | 2004 | 3.12 | 2.73 | -7.12 | 4.93 | | 2003 | -8.74 | 29.97 | 16.09 | 14.84 | | 2002 | -1.43 | -7.37 | -23.01 | 16.05 | | 2001 | -14.77 | 0.12 | -19.59 | 15.25 | | 2000 | 30.49 | -6.45 | -3.25 | -17.39 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 130 | 12.31 | | 1-Month | 131 | 133 | 98.50 | | 3-Month | 118 | 133 | 88.72 | | 6-Month | 30 | 133 | 22.56 | | 1-Year | 17 | 129 | 13.18 | | 3-Year | 51 | 103 | 49.51 | | 5-Year | 56 | 78 | 71.79 |
|
|
|
|
|
0.20% Nasdaq 
0.14 (1.21%) 
Performance
