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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.01% | | 5-Year Average Return: | 1.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.86% | |
Worst 1-Yr Total Return (2008): | -33.45% | |
Best 3-Yr Total Return (2004-6): | 10.21% | |
Worst 3-Yr Total Return (2006-8): | -7.86% |
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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 | SRWAX | Category | Diff | Index* | Diff | | Year To Date | 21.01 | 18.16 | 2.85 | N/A | N/A | | 1-Month | -1.29 | -1.24 | -0.05 | N/A | N/A | | 3-Month | 5.20 | 4.71 | 0.49 | N/A | N/A | | 1-Year | 17.22 | 15.73 | 1.49 | N/A | N/A | | 3-Year | -4.77 | -2.66 | -2.11 | N/A | N/A | | 5-Year | 1.48 | 2.10 | -0.62 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.76 | 33.32 | 5.44 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.82 | -8.51 | -4.31 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.45 | -28.00 | -5.45 | | 2007 | | | 4.17 | 5.99 | -1.82 | | 2006 | | | 12.86 | 11.29 | 1.57 | | 2005 | | | 7.00 | 5.13 | 1.87 | | 2004 | | | 10.84 | 8.86 | 1.98 | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SRWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.94 | 16.43 | 13.14 | N/A | | 2008 | -7.06 | -0.88 | -11.02 | -18.82 | | 2007 | 2.38 | 3.46 | 0.58 | -2.23 | | 2006 | 4.58 | -1.56 | 3.58 | 5.85 | | 2005 | -1.60 | 2.27 | 4.36 | 1.89 | | 2004 | 2.56 | -0.85 | 1.02 | 7.89 | | 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 | 351 | 1211 | 28.98 | | 1-Month | 792 | 1258 | 62.96 | | 3-Month | 615 | 1256 | 48.96 | | 6-Month | 256 | 1220 | 20.98 | | 1-Year | 421 | 1204 | 34.97 | | 3-Year | 619 | 950 | 65.16 | | 5-Year | 420 | 796 | 52.76 |
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0.18% Nasdaq 
0.42%
Performance
