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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.89% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 14.65% | |
Worst 1-Yr Total Return (2008): | -40.10% | |
Best 3-Yr Total Return (2004-6): | 7.11% | |
Worst 3-Yr Total Return (2006-8): | -14.01% |
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| 1-Year: | 12.79% | | 3-Year: | -5.54% | | 5-Year: | 0.72% | | 10-Year: | -2.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGWTX | Category | Diff | Index* | Diff | | Year To Date | 34.89 | 21.65 | 13.24 | 17.05 | 17.84 | | 1-Month | -2.36 | -5.90 | 3.54 | -1.86 | -0.5 | | 3-Month | 6.98 | 2.07 | 4.91 | 5.48 | 1.5 | | 1-Year | 28.73 | 13.17 | 15.56 | 9.80 | 18.93 | | 3-Year | -7.77 | -7.45 | -0.32 | -7.02 | -0.75 | | 5-Year | -0.11 | 0.22 | -0.33 | 0.33 | -0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.47 | 52.20 | 7.27 | 45.76 | 13.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.84 | -18.89 | 14.05 | -18.25 | 13.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGWTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.10 | -41.55 | 1.45 | | 2007 | | | -7.41 | 7.59 | -15.00 | | 2006 | | | 14.65 | 10.81 | 3.84 | | 2005 | | | 5.24 | 6.02 | -0.78 | | 2004 | | | 1.85 | 12.41 | -10.56 | | 2003 | | | 38.60 | 45.54 | -6.94 | | 2002 | | | -42.47 | -27.88 | -14.59 | | 2001 | | | -33.58 | -8.91 | -24.67 | | 2000 | | | -3.18 | -3.85 | 0.67 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGWTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.35 | 24.55 | 15.97 | N/A | | 2008 | -15.10 | -3.53 | -11.21 | -17.64 | | 2007 | 4.40 | 6.00 | -7.63 | -9.43 | | 2006 | 8.78 | -6.61 | 2.59 | 10.01 | | 2005 | -2.40 | 1.12 | 6.85 | -0.21 | | 2004 | 3.48 | -2.72 | -9.79 | 12.15 | | 2003 | 2.26 | 17.77 | 5.97 | 8.61 | | 2002 | -3.19 | -27.21 | -23.72 | 7.03 | | 2001 | -26.48 | 1.97 | -25.96 | 19.65 | | 2000 | 24.73 | -1.94 | 6.05 | -25.35 | | 1999 | N/A | N/A | N/A | 54.78 |
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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 | 155 | 820 | 18.90 | | 3-Month | 327 | 819 | 39.93 | | 6-Month | 40 | 800 | 5.00 | | 1-Year | 122 | 783 | 15.58 | | 3-Year | 405 | 669 | 60.54 | | 5-Year | 316 | 554 | 57.04 |
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0.22% Nasdaq 0.00%
Performance
