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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.54% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.70% | |
Worst 1-Yr Total Return (2008): | -33.97% | |
Best 3-Yr Total Return (2004-6): | 8.92% | |
Worst 3-Yr Total Return (2006-8): | -8.54% |
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| 1-Year: | -11.26% | | 3-Year: | -6.08% | | 5-Year: | -0.53% | | 10-Year: | -0.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STWAX | Category | Diff | Index* | Diff | | Year To Date | 21.54 | 25.10 | -3.56 | 24.07 | -2.53 | | 1-Month | 4.55 | 5.28 | -0.73 | 6.00 | -1.45 | | 3-Month | 7.47 | 7.01 | 0.46 | 7.91 | -0.44 | | 1-Year | 23.27 | 28.01 | -4.74 | 25.39 | -2.12 | | 3-Year | -4.46 | -5.87 | 1.41 | -5.79 | 1.33 | | 5-Year | 0.12 | 0.64 | -0.52 | 0.71 | -0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.90 | 46.08 | -7.18 | 45.76 | -6.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.98 | -17.41 | -0.57 | -18.25 | 0.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.97 | -37.79 | 3.82 | | 2007 | | | 7.76 | 6.16 | 1.60 | | 2006 | | | 7.51 | 14.17 | -6.66 | | 2005 | | | 5.72 | 5.88 | -0.16 | | 2004 | | | 13.70 | 10.02 | 3.68 | | 2003 | | | 26.73 | 27.05 | -0.32 | | 2002 | | | -23.72 | -22.25 | -1.47 | | 2001 | | | -9.39 | -13.50 | 4.11 | | 2000 | | | -7.69 | -6.31 | -1.38 | | 1999 | | | 22.04 | 20.16 | 1.88 |
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| PAST QUARTERLY RETURNS (%) FOR
STWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.47 | 13.33 | 13.76 | N/A | | 2008 | -8.95 | -0.99 | -7.99 | -20.39 | | 2007 | 0.36 | 5.57 | 3.09 | -1.33 | | 2006 | 4.36 | -2.51 | 1.16 | 4.45 | | 2005 | -1.32 | 1.40 | 5.26 | 0.37 | | 2004 | 2.55 | 2.77 | -0.14 | 8.03 | | 2003 | -2.18 | 12.31 | 3.54 | 11.42 | | 2002 | 0.29 | -12.62 | -14.27 | 1.54 | | 2001 | -13.23 | 5.21 | -11.33 | 11.94 | | 2000 | 2.92 | -5.78 | 0.95 | -5.70 | | 1999 | N/A | N/A | N/A | 18.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1515 | 2021 | 74.96 | | 1-Month | 1796 | 2113 | 85.00 | | 3-Month | 794 | 2091 | 37.97 | | 6-Month | 1052 | 2064 | 50.97 | | 1-Year | 1308 | 2011 | 65.04 | | 3-Year | 395 | 1707 | 23.14 | | 5-Year | 708 | 1360 | 52.06 |
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0.83% Nasdaq 0.00%
Performance
