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| Morningstar Return Rating: | | | Year to Date Return: | 27.83% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -43.09% | |
Worst 1-Yr Total Return (2008): | -43.09% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SMWIX | Category | Diff | Index* | Diff | | Year To Date | 27.83 | 30.53 | -2.7 | 17.05 | 10.78 | | 1-Month | 0.28 | -0.56 | 0.84 | -1.86 | 2.14 | | 3-Month | 8.21 | 5.70 | 2.51 | 5.48 | 2.73 | | 1-Year | 29.99 | 19.86 | 10.13 | 9.80 | 20.19 | | 3-Year | N/A | -1.66 | N/A | -7.02 | N/A | | 5-Year | N/A | 8.52 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.61 | 47.04 | 0.57 | 45.76 | 1.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.24 | -26.04 | 3.8 | -18.25 | -3.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.09 | -48.79 | 5.70 | | 2007 | | | N/A | 37.12 | N/A | | 2006 | | | N/A | 10.53 | N/A | | 2005 | | | N/A | 38.20 | N/A | | 2004 | | | N/A | 27.47 | N/A | | 2003 | | | N/A | 32.76 | N/A | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.77 | 22.94 | 16.20 | N/A | | 2008 | -10.00 | 1.12 | -19.53 | -22.29 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 107 | 185 | 57.84 | | 1-Month | 30 | 193 | 15.54 | | 3-Month | 80 | 192 | 41.67 | | 6-Month | 30 | 192 | 15.63 | | 1-Year | 66 | 179 | 36.87 | | 3-Year | | 109 | N/A | | 5-Year | | 79 | N/A |
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0.01% Nasdaq 0.00%
Performance
