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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.27% | | 5-Year Average Return: | 5.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.86% | |
Worst 1-Yr Total Return (2008): | -20.27% | |
Best 3-Yr Total Return (2004-6): | 6.67% | |
Worst 3-Yr Total Return (2006-8): | -3.54% |
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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 | WYHIX | Category | Diff | Index* | Diff | | Year To Date | 36.27 | 40.95 | -4.68 | 6.24 | 30.03 | | 1-Month | 0.98 | 1.53 | -0.55 | 0.49 | 0.49 | | 3-Month | 6.44 | 8.19 | -1.75 | 2.60 | 3.84 | | 1-Year | 34.39 | 35.58 | -1.19 | 13.79 | 20.6 | | 3-Year | 4.86 | 2.61 | 2.25 | 6.35 | -1.49 | | 5-Year | 5.00 | 4.05 | 0.95 | 5.05 | -0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.21 | 34.85 | -6.64 | 7.06 | 21.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.57 | 0.91 | 3.66 | 7.94 | -3.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WYHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.27 | -26.41 | 6.14 | | 2007 | | | 3.43 | 1.47 | 1.96 | | 2006 | | | 8.82 | 10.14 | -1.32 | | 2005 | | | 2.47 | 2.59 | -0.12 | | 2004 | | | 8.86 | 9.99 | -1.13 | | 2003 | | | 17.08 | 24.36 | -7.28 | | 2002 | | | 1.02 | -1.52 | 2.54 | | 2001 | | | 7.00 | 2.39 | 4.61 | | 2000 | | | -6.21 | -7.12 | 0.91 | | 1999 | | | 3.15 | 5.05 | -1.90 |
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| PAST QUARTERLY RETURNS (%) FOR
WYHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.09 | 14.51 | 11.07 | N/A | | 2008 | -2.11 | 1.57 | -5.01 | -15.57 | | 2007 | 2.85 | 0.66 | 0.47 | -0.56 | | 2006 | 2.33 | -0.02 | 2.51 | 3.76 | | 2005 | -1.47 | 1.22 | 1.75 | 0.97 | | 2004 | 2.03 | -0.76 | 3.84 | 3.54 | | 2003 | 3.28 | 5.74 | 2.83 | 4.25 | | 2002 | 1.73 | -3.46 | -0.97 | 3.87 | | 2001 | 5.02 | -0.66 | -2.40 | 5.08 | | 2000 | -1.65 | 0.05 | -0.74 | -3.97 | | 1999 | N/A | N/A | N/A | 2.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 421 | 547 | 76.97 | | 1-Month | 519 | 577 | 89.95 | | 3-Month | 435 | 573 | 75.92 | | 6-Month | 436 | 553 | 78.84 | | 1-Year | 328 | 546 | 60.07 | | 3-Year | 70 | 471 | 14.86 | | 5-Year | 99 | 401 | 24.69 |
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