|
| Morningstar Return Rating: | Average | | Year to Date Return: | 18.26% | | 5-Year Average Return: | -0.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.51% | |
Worst 1-Yr Total Return (2008): | -35.03% | |
Best 3-Yr Total Return (2004-6): | 10.42% | |
Worst 3-Yr Total Return (2006-8): | -8.88% |
|
| 1-Year: | -6.74% | | 3-Year: | -6.08% | | 5-Year: | 0.41% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WVABX | Category | Diff | Index* | Diff | | Year To Date | 18.26 | 15.79 | 2.47 | 17.05 | 1.21 | | 1-Month | -2.09 | -2.21 | 0.12 | -1.86 | -0.23 | | 3-Month | 5.98 | 5.62 | 0.36 | 5.48 | 0.5 | | 1-Year | 12.90 | 9.52 | 3.38 | 9.80 | 3.1 | | 3-Year | -6.86 | -8.36 | 1.5 | -7.02 | 0.16 | | 5-Year | -0.13 | 0.18 | -0.31 | 0.33 | -0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.77 | 46.84 | 0.93 | 45.76 | 2.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.78 | -16.40 | 4.62 | -18.25 | 6.47 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WVABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.03 | -37.09 | 2.06 | | 2007 | | | 0.80 | 1.42 | -0.62 | | 2006 | | | 15.51 | 18.15 | -2.64 | | 2005 | | | 3.05 | 5.95 | -2.90 | | 2004 | | | 13.11 | 12.97 | 0.14 | | 2003 | | | 23.30 | 28.44 | -5.14 | | 2002 | | | -16.40 | -18.69 | 2.29 | | 2001 | | | 6.98 | -4.99 | 11.97 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
WVABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.98 | 17.42 | 19.58 | N/A | | 2008 | -9.78 | -2.98 | -8.66 | -18.74 | | 2007 | 1.74 | 5.89 | -1.20 | -5.30 | | 2006 | 3.61 | -1.34 | 5.13 | 7.49 | | 2005 | 0.08 | 0.80 | 1.74 | 0.40 | | 2004 | 2.53 | 1.59 | -1.48 | 10.22 | | 2003 | -4.57 | 12.15 | 2.60 | 12.28 | | 2002 | 1.30 | -10.03 | -14.93 | 7.81 | | 2001 | 1.89 | 5.38 | -6.59 | 6.66 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 413 | 1335 | 30.94 | | 1-Month | 689 | 1379 | 49.96 | | 3-Month | 752 | 1368 | 54.97 | | 6-Month | 161 | 1346 | 11.96 | | 1-Year | 306 | 1318 | 23.22 | | 3-Year | 291 | 1124 | 25.89 | | 5-Year | 462 | 934 | 49.46 |
|
|
|
|
|
1.00% Nasdaq 0.00%
Performance
