39.32%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| WAAEX | 39.32 | -41.00 | 8.00 | 8.00 | 5.00 | 13.00 | 37.00 | -23.00 | 24.00 | 16.00 | 40.00 |
| Index (S&P 500) | 20.90 | -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 % | 0.24 | 1.81 | 0.84 | 39.32 | 43.98 | -3.12 | 1.48 | 7.30 |
| +/- Index (S&P 500) | - 0.02 | + 1.41 | + 0.34 | + 18.42 | + 22.68 | + 2.98 | + 1.18 | + 8.00 |
| +/- Classification Avg. | + 0.14 | + 0.65 | + 3.81 | + 12.73 | + 17.74 | + 3.19 | + 1.25 | + 6.06 |
| % Rank in Classification | 31 | 21 | 1 | 10 | 9 | 15 | 34 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Brown Cap Sm Co;Inst (BCSIX) | 5.42% | ![]() |
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| 2. TCW:Sm Cap Growth;I (TGSCX) | 3.94% | ![]() |
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| 3. TCW:Sm Cap Growth;N (TGSNX) | 3.54% | ![]() |
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| 4. Janus Triton;J (JATTX) | 1.87% | ![]() |
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| 5. Rydex:S&P MC 400 P Gro;H (RYBHX) | 1.76% | ![]() |
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| 6. Rydex:S&P MC 400 P Gro;A (RYMGX) | 1.75% | ![]() |
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| 7. Catalyst:Value;A (CTVAX) | 1.72% | ![]() |
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| 8. Catalyst:Value;C (CTVCX) | 1.13% | ![]() |
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| 9. Rydex:S&P MC 400 P Gro;C (RYCKX) | 1.00% | ![]() |
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| 10. River Oak Discovery (RIVSX) | 0.66% | ![]() |
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| 70. Wasatch:Sm Cap Growth (WAAEX) | -3.12% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | 0.06 | 12/19/2008 |
| Dividend Frequency | Annually | NA |