41.94%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| WAAEX | 41.94 | -41.00 | 8.00 | 8.00 | 5.00 | 13.00 | 37.00 | -23.00 | 24.00 | 16.00 | 40.00 |
| Index (S&P 500) | 25.20 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 1.07 | 1.63 | 0.10 | 41.94 | 70.19 | -3.57 | 1.55 | 7.30 |
| +/- Index (S&P 500) | - 0.30 | - 0.17 | - 1.30 | + 16.74 | + 28.39 | + 2.03 | + 0.75 | + 7.90 |
| +/- Classification Avg. | - 0.30 | + 0.29 | + 2.74 | + 13.17 | + 14.96 | + 3.37 | + 1.48 | + 6.55 |
| % Rank in Classification | 86 | 34 | 3 | 11 | 13 | 13 | 30 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Brown Cap Sm Co;Inst (BCSIX) | 4.43% | ![]() |
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| 2. TCW:Sm Cap Growth;I (TGSCX) | 2.84% | ![]() |
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| 3. TCW:Sm Cap Growth;N (TGSNX) | 2.44% | ![]() |
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| 4. Catalyst:Value;A (CTVAX) | 2.11% | ![]() |
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| 5. Catalyst:Value;C (CTVCX) | 1.56% | ![]() |
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| 6. Janus Triton;J (JATTX) | 0.84% | ![]() |
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| 7. Rydex:S&P MC 400 P Gro;H (RYBHX) | 0.71% | ![]() |
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| 8. Rydex:S&P MC 400 P Gro;A (RYMGX) | 0.71% | ![]() |
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| 9. Rydex:S&P MC 400 P Gro;C (RYCKX) | -0.01% | ![]() |
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| 10. WellsFargo:SC Gro;I (WFSIX) | -0.38% | ![]() |
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| 60. Wasatch:Sm Cap Growth (WAAEX) | -3.57% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | 0.06 | 12/19/2008 |
| Dividend Frequency | Annually | NA |