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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.74% | | 5-Year Average Return: | 2.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.78% | |
Worst 1-Yr Total Return (2008): | -43.66% | |
Best 3-Yr Total Return (2004-6): | 16.81% | |
Worst 3-Yr Total Return (2006-8): | -8.14% |
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| 1-Year: | -3.24% | | 3-Year: | -5.25% | | 5-Year: | 3.60% | | 10-Year: | 2.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEWBX | Category | Diff | Index* | Diff | | Year To Date | 23.74 | 24.47 | -0.73 | 27.36 | -3.62 | | 1-Month | -2.06 | -2.54 | 0.48 | -1.25 | -0.81 | | 3-Month | 5.64 | 5.67 | -0.03 | 8.10 | -2.46 | | 1-Year | 24.50 | 25.04 | -0.54 | 27.71 | -3.21 | | 3-Year | -6.19 | -5.94 | -0.25 | -5.22 | -0.97 | | 5-Year | 2.79 | 4.57 | -1.78 | 5.10 | -2.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.57 | 57.09 | -1.52 | 59.35 | -3.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.35 | -14.01 | -2.34 | -14.95 | -1.4 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.66 | -43.99 | 0.33 | | 2007 | | | 12.04 | 12.71 | -0.67 | | 2006 | | | 22.78 | 24.77 | -1.99 | | 2005 | | | 9.14 | 14.72 | -5.58 | | 2004 | | | 18.96 | 17.39 | 1.57 | | 2003 | | | 30.23 | 33.58 | -3.35 | | 2002 | | | -12.86 | -16.69 | 3.83 | | 2001 | | | -17.05 | -21.67 | 4.62 | | 2000 | | | -10.16 | -16.34 | 6.18 | | 1999 | | | 26.21 | 40.28 | -14.07 |
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| PAST QUARTERLY RETURNS (%) FOR
SEWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.39 | 23.59 | 18.03 | N/A | | 2008 | -7.99 | -2.93 | -20.90 | -20.25 | | 2007 | 3.09 | 5.42 | 3.99 | -0.87 | | 2006 | 10.07 | -0.25 | 2.24 | 9.37 | | 2005 | -0.75 | -1.86 | 8.83 | 2.96 | | 2004 | 2.82 | 2.14 | -0.13 | 13.43 | | 2003 | -8.94 | 16.70 | 5.39 | 16.29 | | 2002 | 4.25 | 0.15 | -21.01 | 5.66 | | 2001 | -9.83 | 1.56 | -13.88 | 5.18 | | 2000 | -2.13 | 0.00 | -6.97 | -1.32 | | 1999 | N/A | N/A | N/A | 16.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 413 | 827 | 49.94 | | 1-Month | 59 | 850 | 6.94 | | 3-Month | 177 | 847 | 20.90 | | 6-Month | 519 | 838 | 61.93 | | 1-Year | 257 | 803 | 32.00 | | 3-Year | 284 | 600 | 47.33 | | 5-Year | 303 | 466 | 65.02 |
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