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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.25% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.59% | |
Worst 1-Yr Total Return (2008): | -34.95% | |
Best 3-Yr Total Return (2004-6): | 10.50% | |
Worst 3-Yr Total Return (2006-8): | -8.84% |
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| 1-Year: | -2.69% | | 3-Year: | -5.22% | | 5-Year: | 0.78% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WVACX | Category | Diff | Index* | Diff | | Year To Date | 18.25 | 15.79 | 2.46 | 17.05 | 1.2 | | 1-Month | -2.07 | -2.21 | 0.14 | -1.86 | -0.21 | | 3-Month | 5.94 | 5.62 | 0.32 | 5.48 | 0.46 | | 1-Year | 12.96 | 9.52 | 3.44 | 9.80 | 3.16 | | 3-Year | -6.83 | -8.36 | 1.53 | -7.02 | 0.19 | | 5-Year | -0.09 | 0.18 | -0.27 | 0.33 | -0.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.71 | 46.84 | 0.87 | 45.76 | 1.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.69 | -16.40 | 4.71 | -18.25 | 6.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WVACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.95 | -37.09 | 2.14 | | 2007 | | | 0.74 | 1.42 | -0.68 | | 2006 | | | 15.59 | 18.15 | -2.56 | | 2005 | | | 3.09 | 5.95 | -2.86 | | 2004 | | | 13.23 | 12.97 | 0.26 | | 2003 | | | 23.44 | 28.44 | -5.00 | | 2002 | | | -16.28 | -18.69 | 2.41 | | 2001 | | | 7.18 | -4.99 | 12.17 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WVACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.00 | 17.44 | 19.55 | N/A | | 2008 | -9.72 | -3.05 | -8.70 | -18.61 | | 2007 | 1.66 | 5.93 | -1.19 | -5.32 | | 2006 | 3.59 | -1.26 | 5.02 | 7.61 | | 2005 | 0.08 | 0.79 | 1.73 | 0.45 | | 2004 | 2.52 | 1.58 | -1.38 | 10.25 | | 2003 | -4.56 | 12.22 | 2.59 | 12.34 | | 2002 | 1.30 | -9.92 | -14.98 | 7.91 | | 2001 | 1.99 | 5.28 | -6.50 | 6.75 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | 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 | 427 | 1335 | 31.99 | | 1-Month | 689 | 1379 | 49.96 | | 3-Month | 779 | 1368 | 56.94 | | 6-Month | 148 | 1346 | 11.00 | | 1-Year | 295 | 1318 | 22.38 | | 3-Year | 281 | 1124 | 25.00 | | 5-Year | 454 | 934 | 48.61 |
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1.00% Nasdaq 0.00%
Performance
