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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.02% | | 5-Year Average Return: | -1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.34% | |
Worst 1-Yr Total Return (2008): | -37.58% | |
Best 3-Yr Total Return (2004-6): | 7.28% | |
Worst 3-Yr Total Return (2006-8): | -9.41% |
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| 1-Year: | -11.08% | | 3-Year: | -7.04% | | 5-Year: | -0.86% | | 10-Year: | -3.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMWBX | Category | Diff | Index* | Diff | | Year To Date | 16.02 | 18.65 | -2.63 | 17.05 | -1.03 | | 1-Month | -1.95 | -2.18 | 0.23 | -1.86 | -0.09 | | 3-Month | 4.88 | 5.08 | -0.2 | 5.48 | -0.6 | | 1-Year | 10.08 | 11.86 | -1.78 | 9.80 | 0.28 | | 3-Year | -7.82 | -6.78 | -1.04 | -7.02 | -0.8 | | 5-Year | -1.29 | 0.49 | -1.78 | 0.33 | -1.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.10 | 45.26 | -2.16 | 45.76 | -2.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.02 | -15.99 | -3.03 | -18.25 | -0.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.58 | -37.79 | 0.21 | | 2007 | | | 5.08 | 6.16 | -1.08 | | 2006 | | | 13.34 | 14.17 | -0.83 | | 2005 | | | 1.40 | 5.88 | -4.48 | | 2004 | | | 7.42 | 10.02 | -2.60 | | 2003 | | | 25.97 | 27.05 | -1.08 | | 2002 | | | -26.09 | -22.25 | -3.84 | | 2001 | | | -25.96 | -13.50 | -12.46 | | 2000 | | | -9.17 | -6.31 | -2.86 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.38 | 15.27 | 14.55 | N/A | | 2008 | -10.82 | -3.47 | -7.95 | -21.24 | | 2007 | 0.22 | 6.95 | 2.94 | -4.77 | | 2006 | 3.45 | -0.22 | 3.34 | 6.26 | | 2005 | -2.24 | 0.73 | 1.27 | 1.69 | | 2004 | 0.53 | 1.32 | -2.61 | 8.29 | | 2003 | -3.68 | 13.54 | 2.75 | 12.10 | | 2002 | -1.98 | -14.61 | -16.81 | 6.14 | | 2001 | -15.36 | -0.65 | -19.35 | 9.16 | | 2000 | 1.65 | -3.71 | 3.86 | -10.65 | | 1999 | N/A | N/A | N/A | 18.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1429 | 2013 | 70.99 | | 1-Month | 1181 | 2110 | 55.97 | | 3-Month | 856 | 2090 | 40.96 | | 6-Month | 1516 | 2049 | 73.99 | | 1-Year | 1122 | 1999 | 56.13 | | 3-Year | 1008 | 1694 | 59.50 | | 5-Year | 956 | 1352 | 70.71 |
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0.22% Nasdaq 
Performance
