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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.48% | | 5-Year Average Return: | 4.48% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.64% | |
Worst 1-Yr Total Return (2005): | 1.54% | |
Best 3-Yr Total Return (2006-8): | 3.51% | |
Worst 3-Yr Total Return (2004-6): | 2.79% |
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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 | WTRBX | Category | Diff | Index* | Diff | | Year To Date | 10.48 | 13.54 | -3.06 | 6.24 | 4.24 | | 1-Month | 0.70 | 0.89 | -0.19 | 0.49 | 0.21 | | 3-Month | 2.52 | 4.14 | -1.62 | 2.60 | -0.08 | | 1-Year | 18.41 | 17.86 | 0.55 | 13.79 | 4.62 | | 3-Year | 6.01 | 4.54 | 1.47 | 6.35 | -0.34 | | 5-Year | 4.48 | 3.85 | 0.63 | 5.05 | -0.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.33 | 13.81 | -3.48 | 7.06 | 3.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.62 | 6.49 | 3.13 | 7.94 | 1.68 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.61 | -4.70 | 6.31 | | 2007 | | | 5.64 | 4.70 | 0.94 | | 2006 | | | 3.33 | 4.15 | -0.82 | | 2005 | | | 1.54 | 1.80 | -0.26 | | 2004 | | | 3.52 | 3.91 | -0.39 | | 2003 | | | 3.25 | 5.10 | -1.85 | | 2002 | | | 9.03 | 8.04 | 0.99 | | 2001 | | | 4.96 | 7.64 | -2.68 | | 2000 | | | 10.58 | 9.44 | 1.14 | | 1999 | | | -3.92 | -1.35 | -2.57 |
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| PAST QUARTERLY RETURNS (%) FOR
WTRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.67 | 4.58 | 4.21 | N/A | | 2008 | 1.85 | -1.50 | -1.88 | 3.23 | | 2007 | 1.27 | -0.76 | 2.02 | 3.03 | | 2006 | -0.84 | -0.43 | 3.47 | 1.15 | | 2005 | -0.55 | 2.60 | -0.86 | 0.37 | | 2004 | 2.26 | -2.48 | 2.98 | 0.80 | | 2003 | 1.57 | 2.29 | -0.73 | 0.11 | | 2002 | -0.68 | 3.20 | 4.94 | 1.37 | | 2001 | 2.53 | -0.08 | 4.05 | -1.53 | | 2000 | 2.13 | 1.31 | 2.71 | 4.06 | | 1999 | N/A | N/A | N/A | -0.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 729 | 1122 | 64.97 | | 1-Month | 791 | 1164 | 67.96 | | 3-Month | 1015 | 1154 | 87.95 | | 6-Month | 804 | 1133 | 70.96 | | 1-Year | 405 | 1113 | 36.39 | | 3-Year | 258 | 957 | 26.96 | | 5-Year | 283 | 845 | 33.49 |
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