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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.93% | | 5-Year Average Return: | 1.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.16% | |
Worst 1-Yr Total Return (2008): | -34.06% | |
Best 3-Yr Total Return (2004-6): | 11.94% | |
Worst 3-Yr Total Return (2006-8): | -7.63% |
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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 | WVAYX | Category | Diff | Index* | Diff | | Year To Date | 19.93 | 15.79 | 4.14 | 17.05 | 2.88 | | 1-Month | -2.01 | -2.21 | 0.2 | -1.86 | -0.15 | | 3-Month | 6.32 | 5.62 | 0.7 | 5.48 | 0.84 | | 1-Year | 14.75 | 9.52 | 5.23 | 9.80 | 4.95 | | 3-Year | -5.49 | -8.36 | 2.87 | -7.02 | 1.53 | | 5-Year | 1.28 | 0.18 | 1.1 | 0.33 | 0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.40 | 46.84 | 2.56 | 45.76 | 3.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.24 | -16.40 | 6.16 | -18.25 | 8.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WVAYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.06 | -37.09 | 3.03 | | 2007 | | | 2.02 | 1.42 | 0.60 | | 2006 | | | 17.16 | 18.15 | -0.99 | | 2005 | | | 4.39 | 5.95 | -1.56 | | 2004 | | | 14.69 | 12.97 | 1.72 | | 2003 | | | 25.25 | 28.44 | -3.19 | | 2002 | | | -15.20 | -18.69 | 3.49 | | 2001 | | | 8.42 | -4.99 | 13.41 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WVAYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.65 | 17.95 | 20.17 | N/A | | 2008 | -9.44 | -2.71 | -8.28 | -18.40 | | 2007 | 1.99 | 6.23 | -0.89 | -5.00 | | 2006 | 3.93 | -0.93 | 5.38 | 7.98 | | 2005 | 0.39 | 1.17 | 2.00 | 0.76 | | 2004 | 2.84 | 1.90 | -1.02 | 10.57 | | 2003 | -4.19 | 12.53 | 3.06 | 12.71 | | 2002 | 1.57 | -9.65 | -14.72 | 8.35 | | 2001 | 2.19 | 5.65 | -6.27 | 7.14 | | 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 | 307 | 1335 | 23.00 | | 1-Month | 648 | 1379 | 46.99 | | 3-Month | 615 | 1368 | 44.96 | | 6-Month | 121 | 1346 | 8.99 | | 1-Year | 199 | 1318 | 15.10 | | 3-Year | 167 | 1124 | 14.86 | | 5-Year | 229 | 934 | 24.52 |
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0.01% Nasdaq 0.00%
0.01 (0.10%) 
Performance
