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| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.03% | | 5-Year Average Return: | 1.63% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 14.27% | |
Worst 1-Yr Total Return (2008): | -29.98% | |
Best 3-Yr Total Return (2004-6): | 7.93% | |
Worst 3-Yr Total Return (2006-8): | -8.24% |
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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 | WTLTX | Category | Diff | Index* | Diff | | Year To Date | 38.03 | 42.53 | -4.5 | 7.61 | 30.42 | | 1-Month | 1.59 | 1.09 | 0.5 | 1.29 | 0.3 | | 3-Month | 6.15 | 7.76 | -1.61 | 2.86 | 3.29 | | 1-Year | 40.45 | 48.90 | -8.45 | 11.63 | 28.82 | | 3-Year | -1.97 | 2.47 | -4.44 | 6.40 | -8.37 | | 5-Year | 1.63 | 4.02 | -2.39 | 5.49 | -3.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.54 | 35.54 | 0 | 7.06 | 28.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.38 | 0.71 | -0.33 | 7.94 | -7.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTLTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.98 | -26.41 | -3.57 | | 2007 | | | -3.45 | 1.47 | -4.92 | | 2006 | | | 14.27 | 10.14 | 4.13 | | 2005 | | | -0.34 | 2.59 | -2.93 | | 2004 | | | 10.40 | 9.99 | 0.41 | | 2003 | | | 27.95 | 24.36 | 3.59 | | 2002 | | | -0.04 | -1.52 | 1.48 | | 2001 | | | 6.19 | 2.39 | 3.80 | | 2000 | | | 10.70 | -7.12 | 17.82 | | 1999 | | | -7.89 | 5.05 | -12.94 |
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| PAST QUARTERLY RETURNS (%) FOR
WTLTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.17 | 19.34 | 11.33 | N/A | | 2008 | -4.21 | -1.09 | -12.40 | -15.63 | | 2007 | 2.18 | 1.24 | -2.96 | -3.83 | | 2006 | 3.18 | 1.08 | 4.48 | 4.87 | | 2005 | -2.44 | 2.65 | 0.31 | -0.80 | | 2004 | 3.05 | -2.76 | 3.86 | 6.09 | | 2003 | 1.36 | 13.77 | 3.49 | 7.21 | | 2002 | 3.04 | 0.37 | -5.47 | 2.24 | | 2001 | 4.05 | 1.13 | -0.48 | 1.41 | | 2000 | 5.84 | 0.09 | 2.09 | 2.36 | | 1999 | N/A | N/A | N/A | -1.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 418 | 543 | 76.98 | | 1-Month | 401 | 574 | 69.86 | | 3-Month | 462 | 571 | 80.91 | | 6-Month | 391 | 559 | 69.95 | | 1-Year | 383 | 543 | 70.53 | | 3-Year | 379 | 467 | 81.16 | | 5-Year | 318 | 403 | 78.91 |
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0.10% Nasdaq 0.00%
0.01 (0.13%) 
Performance
