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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.45% | | 5-Year Average Return: | 2.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.17% | |
Worst 1-Yr Total Return (2008): | -26.02% | |
Best 3-Yr Total Return (2004-6): | 8.71% | |
Worst 3-Yr Total Return (2006-8): | -5.24% |
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| 1-Year: | -1.79% | | 3-Year: | -2.85% | | 5-Year: | 2.35% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAWBX | Category | Diff | Index* | Diff | | Year To Date | 16.45 | 18.76 | -2.31 | N/A | N/A | | 1-Month | -1.47 | -1.26 | -0.21 | N/A | N/A | | 3-Month | 4.59 | 5.17 | -0.58 | N/A | N/A | | 1-Year | 15.71 | 16.72 | -1.01 | N/A | N/A | | 3-Year | -3.31 | -3.41 | 0.1 | N/A | N/A | | 5-Year | 2.04 | 1.78 | 0.26 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.48 | 36.01 | -0.53 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.35 | -7.99 | -1.36 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.02 | -29.46 | 3.44 | | 2007 | | | 2.54 | 6.02 | -3.48 | | 2006 | | | 12.17 | 11.95 | 0.22 | | 2005 | | | 5.67 | 5.80 | -0.13 | | 2004 | | | 8.39 | 9.61 | -1.22 | | 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
SAWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.56 | 13.59 | 12.55 | N/A | | 2008 | -4.58 | -0.93 | -8.59 | -14.39 | | 2007 | 1.52 | 2.13 | 1.11 | -2.19 | | 2006 | 3.86 | -0.91 | 3.91 | 4.89 | | 2005 | -1.23 | 1.66 | 3.18 | 2.00 | | 2004 | 2.25 | -0.68 | -0.77 | 7.55 | | 2003 | N/A | N/A | 2.49 | 7.84 | | 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 | 174 | 215 | 80.93 | | 1-Month | 122 | 231 | 52.81 | | 3-Month | 167 | 227 | 73.57 | | 6-Month | 166 | 225 | 73.78 | | 1-Year | 112 | 206 | 54.37 | | 3-Year | 53 | 114 | 46.49 | | 5-Year | 19 | 49 | 38.78 |
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1.00% Nasdaq 0.00%
Performance
