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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.83% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.26% | |
Worst 1-Yr Total Return (2008): | -39.32% | |
Best 3-Yr Total Return (2004-6): | 11.20% | |
Worst 3-Yr Total Return (2006-8): | -10.24% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGWIX | Category | Diff | Index* | Diff | | Year To Date | 23.83 | 23.53 | 0.3 | N/A | N/A | | 1-Month | 4.09 | 3.25 | 0.84 | N/A | N/A | | 3-Month | 5.95 | 6.12 | -0.17 | N/A | N/A | | 1-Year | 29.06 | 29.33 | -0.27 | N/A | N/A | | 3-Year | -7.36 | -0.02 | -7.34 | N/A | N/A | | 5-Year | -0.11 | 5.42 | -5.53 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.55 | 31.76 | 10.79 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.62 | -4.11 | -14.51 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.32 | -28.98 | -10.34 | | 2007 | | | 4.32 | 11.39 | -7.07 | | 2006 | | | 14.26 | 16.61 | -2.35 | | 2005 | | | 7.66 | 6.56 | 1.10 | | 2004 | | | 11.79 | 15.24 | -3.45 | | 2003 | | | 25.13 | 25.32 | -0.19 | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.39 | 17.34 | 13.87 | N/A | | 2008 | -9.11 | -1.12 | -13.29 | -22.14 | | 2007 | 2.34 | 4.71 | 0.45 | -3.08 | | 2006 | 5.39 | -1.84 | 3.49 | 6.72 | | 2005 | -1.87 | 1.83 | 5.48 | 2.14 | | 2004 | 3.11 | -0.43 | -0.17 | 9.07 | | 2003 | -3.51 | 13.70 | 3.51 | 10.20 | | 2002 | N/A | N/A | N/A | 5.94 | | 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 | 93 | 260 | 35.77 | | 1-Month | 36 | 307 | 11.73 | | 3-Month | 73 | 305 | 23.93 | | 6-Month | 79 | 296 | 26.69 | | 1-Year | 67 | 234 | 28.63 | | 3-Year | 105 | 130 | 80.77 | | 5-Year | 72 | 86 | 83.72 |
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