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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.84% | | 5-Year Average Return: | 2.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.63% | |
Worst 1-Yr Total Return (2008): | -25.69% | |
Best 3-Yr Total Return (2004-6): | 9.11% | |
Worst 3-Yr Total Return (2006-8): | -4.87% |
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| 1-Year: | -1.45% | | 3-Year: | -2.65% | | 5-Year: | 2.46% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAWAX | Category | Diff | Index* | Diff | | Year To Date | 16.84 | 18.76 | -1.92 | N/A | N/A | | 1-Month | -1.38 | -1.26 | -0.12 | N/A | N/A | | 3-Month | 4.66 | 5.17 | -0.51 | N/A | N/A | | 1-Year | 16.22 | 16.72 | -0.5 | N/A | N/A | | 3-Year | -2.91 | -3.41 | 0.5 | N/A | N/A | | 5-Year | 2.42 | 1.78 | 0.64 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.63 | 36.01 | -0.38 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.01 | -7.99 | -1.02 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.69 | -29.46 | 3.77 | | 2007 | | | 2.87 | 6.02 | -3.15 | | 2006 | | | 12.63 | 11.95 | 0.68 | | 2005 | | | 6.02 | 5.80 | 0.22 | | 2004 | | | 8.78 | 9.61 | -0.83 | | 2003 | | | N/A | 21.84 | N/A | | 2002 | | | N/A | -13.42 | N/A | | 2001 | | | N/A | -9.85 | N/A | | 2000 | | | N/A | -4.21 | N/A | | 1999 | | | N/A | 18.34 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SAWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.45 | 13.67 | 12.61 | N/A | | 2008 | -4.50 | -0.77 | -8.56 | -14.24 | | 2007 | 1.59 | 2.20 | 1.25 | -2.14 | | 2006 | 3.94 | -0.76 | 3.97 | 5.02 | | 2005 | -1.14 | 1.74 | 3.25 | 2.10 | | 2004 | 2.34 | -0.59 | -0.68 | 7.66 | | 2003 | N/A | N/A | 2.58 | 7.94 | | 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 | 165 | 215 | 76.74 | | 1-Month | 127 | 231 | 54.98 | | 3-Month | 163 | 227 | 71.81 | | 6-Month | 159 | 225 | 70.67 | | 1-Year | 104 | 206 | 50.49 | | 3-Year | 44 | 114 | 38.60 | | 5-Year | 12 | 49 | 24.49 |
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0.22% Nasdaq 
Performance
