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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.89% | | 5-Year Average Return: | -0.08% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 14.62% | |
Worst 1-Yr Total Return (2008): | -40.03% | |
Best 3-Yr Total Return (2004-6): | 7.15% | |
Worst 3-Yr Total Return (2006-8): | -13.98% |
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| 1-Year: | 9.83% | | 3-Year: | -6.41% | | 5-Year: | 0.38% | | 10-Year: | -2.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGWBX | Category | Diff | Index* | Diff | | Year To Date | 34.89 | 21.65 | 13.24 | 17.05 | 17.84 | | 1-Month | -2.43 | -5.90 | 3.47 | -1.86 | -0.57 | | 3-Month | 6.96 | 2.07 | 4.89 | 5.48 | 1.48 | | 1-Year | 28.75 | 13.17 | 15.58 | 9.80 | 18.95 | | 3-Year | -7.71 | -7.45 | -0.26 | -7.02 | -0.69 | | 5-Year | -0.08 | 0.22 | -0.3 | 0.33 | -0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.50 | 52.20 | 7.3 | 45.76 | 13.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.82 | -18.89 | 14.07 | -18.25 | 13.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.03 | -41.55 | 1.52 | | 2007 | | | -7.40 | 7.59 | -14.99 | | 2006 | | | 14.62 | 10.81 | 3.81 | | 2005 | | | 5.38 | 6.02 | -0.64 | | 2004 | | | 1.85 | 12.41 | -10.56 | | 2003 | | | 38.56 | 45.54 | -6.98 | | 2002 | | | -42.48 | -27.88 | -14.60 | | 2001 | | | -33.53 | -8.91 | -24.62 | | 2000 | | | -3.24 | -3.85 | 0.61 | | 1999 | | | 87.69 | 64.77 | 22.92 |
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| PAST QUARTERLY RETURNS (%) FOR
SGWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.33 | 24.58 | 16.00 | N/A | | 2008 | -15.07 | -3.44 | -11.17 | -17.66 | | 2007 | 4.39 | 6.05 | -7.61 | -9.47 | | 2006 | 8.69 | -6.54 | 2.51 | 10.07 | | 2005 | -2.33 | 1.19 | 6.76 | -0.14 | | 2004 | 3.55 | -2.72 | -9.77 | 12.05 | | 2003 | 2.15 | 17.87 | 5.96 | 8.60 | | 2002 | -3.24 | -27.20 | -23.70 | 7.03 | | 2001 | -26.47 | 1.97 | -25.94 | 19.70 | | 2000 | 24.67 | -1.91 | 6.05 | -25.39 | | 1999 | N/A | N/A | N/A | 54.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 110 | 790 | 13.92 | | 1-Month | 147 | 820 | 17.93 | | 3-Month | 303 | 819 | 37.00 | | 6-Month | 40 | 800 | 5.00 | | 1-Year | 121 | 783 | 15.45 | | 3-Year | 401 | 669 | 59.94 | | 5-Year | 311 | 554 | 56.14 |
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0.01% Nasdaq 
0.22%
Performance
