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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.76% | | 5-Year Average Return: | 0.17% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.35% | |
Worst 1-Yr Total Return (2008): | -35.92% | |
Best 3-Yr Total Return (2004-6): | 14.35% | |
Worst 3-Yr Total Return (2006-8): | -10.36% |
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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 | WTSCX | Category | Diff | Index* | Diff | | Year To Date | 19.76 | 19.13 | 0.63 | 17.05 | 2.71 | | 1-Month | -3.37 | -5.65 | 2.28 | -1.86 | -1.51 | | 3-Month | 4.11 | 2.75 | 1.36 | 5.48 | -1.37 | | 1-Year | 11.14 | 11.45 | -0.31 | 9.80 | 1.34 | | 3-Year | -8.41 | -8.46 | 0.05 | -7.02 | -1.39 | | 5-Year | 0.17 | 0.52 | -0.35 | 0.33 | -0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.09 | 57.02 | -1.93 | 45.76 | 9.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.68 | -18.27 | -3.41 | -18.25 | -3.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WTSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.92 | -36.56 | 0.64 | | 2007 | | | -3.30 | -1.10 | -2.20 | | 2006 | | | 16.23 | 15.03 | 1.20 | | 2005 | | | 5.14 | 6.75 | -1.61 | | 2004 | | | 22.35 | 18.94 | 3.41 | | 2003 | | | 40.31 | 43.41 | -3.10 | | 2002 | | | -16.05 | -16.22 | 0.17 | | 2001 | | | 9.99 | 8.92 | 1.07 | | 2000 | | | 19.99 | 11.89 | 8.10 | | 1999 | | | -7.82 | 19.95 | -27.77 |
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| PAST QUARTERLY RETURNS (%) FOR
WTSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.08 | 22.21 | 18.04 | N/A | | 2008 | -11.35 | 2.40 | -5.20 | -25.54 | | 2007 | 6.49 | 8.71 | -8.42 | -8.79 | | 2006 | 11.26 | -4.18 | 1.52 | 7.40 | | 2005 | -3.91 | 0.90 | 4.03 | 4.24 | | 2004 | 4.80 | 5.25 | -2.32 | 13.56 | | 2003 | -7.36 | 21.46 | 9.17 | 14.21 | | 2002 | 6.90 | -7.30 | -20.68 | 6.81 | | 2001 | -4.60 | 15.07 | -17.33 | 21.19 | | 2000 | 2.59 | 1.26 | 15.17 | 0.29 | | 1999 | N/A | N/A | N/A | 5.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 262 | 641 | 40.87 | | 1-Month | 139 | 662 | 21.00 | | 3-Month | 156 | 652 | 23.93 | | 6-Month | 129 | 647 | 19.94 | | 1-Year | 204 | 630 | 32.38 | | 3-Year | 271 | 553 | 49.01 | | 5-Year | 201 | 452 | 44.47 |
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