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| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.22% | | 5-Year Average Return: | -0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 24.87% | |
Worst 1-Yr Total Return (2008): | -35.03% | |
Best 3-Yr Total Return (2005-7): | 6.26% | |
Worst 3-Yr Total Return (2006-8): | -8.88% |
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| 1-Year: | 19.87% | | 3-Year: | -7.35% | | 5-Year: | -0.86% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WVABX | Category | Diff | Index* | Diff | | Year To Date | -2.22 | -2.97 | 0.75 | -3.60 | 1.38 | | 1-Month | -2.22 | -2.97 | 0.75 | -3.60 | 1.38 | | 3-Month | 3.24 | 3.98 | -0.74 | 4.16 | -0.92 | | 1-Year | 31.90 | 32.89 | -0.99 | 33.14 | -1.24 | | 3-Year | -7.69 | -8.60 | 0.91 | -7.24 | -0.45 | | 5-Year | -0.86 | -0.19 | -0.67 | 0.18 | -1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.77 | 47.48 | 0.29 | 45.76 | 2.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.78 | -17.06 | 5.28 | -18.25 | 6.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WVABX | Category | Diff | | 2009 | | | 24.87 | 24.13 | 0.74 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
WVABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.98 | 17.42 | 19.58 | 3.38 | | 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 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 596 | 1325 | 44.98 | | 1-Month | 728 | 1325 | 54.94 | | 3-Month | 958 | 1313 | 72.96 | | 6-Month | 725 | 1296 | 55.94 | | 1-Year | 548 | 1268 | 43.22 | | 3-Year | 360 | 1104 | 32.61 | | 5-Year | 521 | 914 | 57.00 |
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1.52% Nasdaq 0.00%
Performance
