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| Morningstar Return Rating: | Low | | Year to Date Return: | 26.56% | | 5-Year Average Return: | -4.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.05% | |
Worst 1-Yr Total Return (2008): | -47.92% | |
Best 3-Yr Total Return (2004-6): | 7.79% | |
Worst 3-Yr Total Return (2006-8): | -16.26% |
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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 | SPWIX | Category | Diff | Index* | Diff | | Year To Date | 26.56 | 25.65 | 0.91 | 24.07 | 2.49 | | 1-Month | 3.30 | 3.38 | -0.08 | 6.00 | -2.7 | | 3-Month | 2.52 | 3.71 | -1.19 | 7.91 | -5.39 | | 1-Year | 35.25 | 31.83 | 3.42 | 25.39 | 9.86 | | 3-Year | -12.46 | -7.28 | -5.18 | -5.79 | -6.67 | | 5-Year | -4.38 | -0.38 | -4 | 0.71 | -5.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.35 | 53.06 | 3.29 | 45.76 | 10.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.25 | -19.68 | -5.57 | -18.25 | -7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.92 | -41.55 | -6.37 | | 2007 | | | 1.53 | 7.59 | -6.06 | | 2006 | | | 11.05 | 10.81 | 0.24 | | 2005 | | | 3.23 | 6.02 | -2.79 | | 2004 | | | 9.25 | 12.41 | -3.16 | | 2003 | | | 55.48 | 45.54 | 9.94 | | 2002 | | | -33.85 | -27.88 | -5.97 | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SPWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.71 | 23.98 | 16.22 | N/A | | 2008 | -15.67 | 1.35 | -13.34 | -29.69 | | 2007 | 2.11 | 8.07 | -1.78 | -6.33 | | 2006 | 14.23 | -8.99 | -1.66 | 8.62 | | 2005 | -8.41 | 4.40 | 6.45 | 1.41 | | 2004 | 5.60 | -3.58 | -7.17 | 15.58 | | 2003 | -3.72 | 27.34 | 11.97 | 13.26 | | 2002 | -2.98 | -16.88 | -23.03 | 6.57 | | 2001 | N/A | N/A | N/A | 25.10 | | 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 | 306 | 786 | 38.93 | | 1-Month | 310 | 816 | 37.99 | | 3-Month | 570 | 815 | 69.94 | | 6-Month | 473 | 802 | 58.98 | | 1-Year | 237 | 781 | 30.35 | | 3-Year | 528 | 667 | 79.16 | | 5-Year | 444 | 563 | 78.86 |
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0.51% Nasdaq 
Performance
