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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.61% | | 5-Year Average Return: | 0.16% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.77% | |
Worst 1-Yr Total Return (2008): | -45.31% | |
Best 3-Yr Total Return (2006-8): | -11.96% | |
Worst 3-Yr Total Return (2006-8): | -11.96% |
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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 | WWCIX | Category | Diff | Index* | Diff | | Year To Date | 30.61 | 31.20 | -0.59 | 24.07 | 6.54 | | 1-Month | 6.68 | 5.67 | 1.01 | 6.00 | 0.68 | | 3-Month | 8.65 | 8.18 | 0.47 | 7.91 | 0.74 | | 1-Year | 31.95 | 34.04 | -2.09 | 25.39 | 6.56 | | 3-Year | -5.46 | -3.89 | -1.57 | -5.79 | 0.33 | | 5-Year | 0.16 | 1.25 | -1.09 | 0.71 | -0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.80 | 43.84 | -3.04 | 45.76 | -4.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.99 | -18.03 | -7.96 | -18.25 | -7.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WWCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.31 | -40.67 | -4.64 | | 2007 | | | 18.77 | 13.35 | 5.42 | | 2006 | | | 5.07 | 7.05 | -1.98 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WWCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.41 | 11.44 | 15.75 | N/A | | 2008 | -11.47 | 6.17 | -20.83 | -26.50 | | 2007 | 2.77 | 6.05 | 6.22 | 2.60 | | 2006 | 1.83 | -4.46 | 2.73 | 5.13 | | 2005 | N/A | N/A | 6.25 | 2.47 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 872 | 1818 | 47.96 | | 1-Month | 648 | 1906 | 34.00 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 410 | 1866 | 21.97 | | 1-Year | 680 | 1815 | 37.47 | | 3-Year | 927 | 1537 | 60.31 | | 5-Year | | 1273 | N/A |
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