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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.04% | | 5-Year Average Return: | 0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.71% | |
Worst 1-Yr Total Return (2008): | -42.38% | |
Best 3-Yr Total Return (2004-6): | 16.23% | |
Worst 3-Yr Total Return (2006-8): | -13.07% |
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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 | WTMCX | Category | Diff | Index* | Diff | | Year To Date | 27.04 | 30.74 | -3.7 | 24.07 | 2.97 | | 1-Month | 3.50 | 4.28 | -0.78 | 6.00 | -2.5 | | 3-Month | 3.64 | 5.45 | -1.81 | 7.91 | -4.27 | | 1-Year | 38.27 | 36.41 | 1.86 | 25.39 | 12.88 | | 3-Year | -9.33 | -6.04 | -3.29 | -5.79 | -3.54 | | 5-Year | 0.24 | 0.99 | -0.75 | 0.71 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.08 | 54.55 | -1.47 | 45.76 | 7.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.09 | -16.09 | -4 | -18.25 | -1.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.38 | -39.18 | -3.20 | | 2007 | | | 1.66 | 4.85 | -3.19 | | 2006 | | | 12.15 | 14.03 | -1.88 | | 2005 | | | 15.97 | 9.25 | 6.72 | | 2004 | | | 20.71 | 16.30 | 4.41 | | 2003 | | | 38.51 | 36.28 | 2.23 | | 2002 | | | -19.15 | -16.55 | -2.60 | | 2001 | | | 7.05 | -3.12 | 10.17 | | 2000 | | | 16.29 | 6.36 | 9.93 | | 1999 | | | 18.20 | 20.92 | -2.72 |
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| PAST QUARTERLY RETURNS (%) FOR
WTMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.27 | 20.25 | 17.31 | N/A | | 2008 | -10.11 | 0.27 | -13.00 | -26.52 | | 2007 | 3.91 | 6.16 | -4.07 | -3.92 | | 2006 | 4.52 | -2.47 | 3.91 | 5.88 | | 2005 | 0.58 | 5.35 | 5.63 | 3.62 | | 2004 | 5.06 | 0.45 | -1.73 | 16.39 | | 2003 | -3.93 | 18.00 | 7.75 | 13.39 | | 2002 | 3.17 | -9.66 | -19.45 | 7.69 | | 2001 | 0.07 | 12.24 | -19.48 | 18.37 | | 2000 | 13.64 | -5.04 | 10.06 | -2.09 | | 1999 | N/A | N/A | N/A | 28.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 297 | 450 | 66.00 | | 1-Month | 402 | 479 | 83.92 | | 3-Month | 414 | 476 | 86.97 | | 6-Month | 358 | 472 | 75.85 | | 1-Year | 165 | 450 | 36.67 | | 3-Year | 270 | 367 | 73.57 | | 5-Year | 180 | 293 | 61.43 |
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0.20% Nasdaq 
Performance
