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| Morningstar Return Rating: | Below average | | Year to Date Return: | 35.60% | | 5-Year Average Return: | 0.64% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.43% | |
Worst 1-Yr Total Return (2008): | -39.55% | |
Best 3-Yr Total Return (2004-6): | 7.88% | |
Worst 3-Yr Total Return (2006-8): | -13.34% |
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| 1-Year: | 8.07% | | 3-Year: | -6.67% | | 5-Year: | 0.28% | | 10-Year: | -2.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGWAX | Category | Diff | Index* | Diff | | Year To Date | 35.60 | 21.65 | 13.95 | 17.05 | 18.55 | | 1-Month | -2.31 | -5.90 | 3.59 | -1.86 | -0.45 | | 3-Month | 7.08 | 2.07 | 5.01 | 5.48 | 1.6 | | 1-Year | 29.60 | 13.17 | 16.43 | 9.80 | 19.8 | | 3-Year | -7.05 | -7.45 | 0.4 | -7.02 | -0.03 | | 5-Year | 0.64 | 0.22 | 0.42 | 0.33 | 0.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.96 | 52.20 | 7.76 | 45.76 | 14.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.01 | -18.89 | 14.88 | -18.25 | 14.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.55 | -41.55 | 2.00 | | 2007 | | | -6.71 | 7.59 | -14.30 | | 2006 | | | 15.43 | 10.81 | 4.62 | | 2005 | | | 6.06 | 6.02 | 0.04 | | 2004 | | | 2.54 | 12.41 | -9.87 | | 2003 | | | 39.68 | 45.54 | -5.86 | | 2002 | | | -42.08 | -27.88 | -14.20 | | 2001 | | | -33.08 | -8.91 | -24.17 | | 2000 | | | -2.56 | -3.85 | 1.29 | | 1999 | | | 89.03 | 64.77 | 24.26 |
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| PAST QUARTERLY RETURNS (%) FOR
SGWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.15 | 24.73 | 16.11 | N/A | | 2008 | -14.95 | -3.29 | -11.03 | -17.39 | | 2007 | 4.58 | 6.21 | -7.43 | -9.27 | | 2006 | 8.91 | -6.43 | 2.77 | 10.21 | | 2005 | -2.22 | 1.33 | 7.04 | 0.00 | | 2004 | 3.68 | -2.51 | -9.66 | 12.30 | | 2003 | 2.43 | 18.05 | 6.10 | 8.88 | | 2002 | -3.08 | -27.06 | -23.64 | 7.31 | | 2001 | -26.35 | 2.16 | -25.83 | 19.91 | | 2000 | 24.90 | -1.76 | 6.27 | -25.27 | | 1999 | N/A | N/A | N/A | 55.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 102 | 790 | 12.91 | | 1-Month | 131 | 820 | 15.98 | | 3-Month | 270 | 819 | 32.97 | | 6-Month | 32 | 800 | 4.00 | | 1-Year | 109 | 783 | 13.92 | | 3-Year | 359 | 669 | 53.66 | | 5-Year | 256 | 554 | 46.21 |
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1.00% Nasdaq 
0.22 (1.50%) 
Performance
