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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.82% | | 5-Year Average Return: | 4.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.59% | |
Worst 1-Yr Total Return (2008): | -3.65% | |
Best 3-Yr Total Return (2005-7): | 4.32% | |
Worst 3-Yr Total Return (2006-8): | 2.26% |
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| 1-Year: | 3.11% | | 3-Year: | 2.08% | | 5-Year: | 3.07% | | 10-Year: | 3.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STWRX | Category | Diff | Index* | Diff | | Year To Date | 10.82 | 18.06 | -7.24 | N/A | N/A | | 1-Month | 2.11 | 2.45 | -0.34 | N/A | N/A | | 3-Month | 3.70 | 4.75 | -1.05 | N/A | N/A | | 1-Year | 15.66 | 22.12 | -6.46 | N/A | N/A | | 3-Year | 4.10 | 0.76 | 3.34 | N/A | N/A | | 5-Year | 4.25 | 2.75 | 1.5 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.88 | 24.09 | -9.21 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.31 | -1.95 | 6.26 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STWRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.65 | -18.06 | 14.41 | | 2007 | | | 5.59 | 4.46 | 1.13 | | 2006 | | | 5.12 | 7.34 | -2.22 | | 2005 | | | 2.29 | 3.30 | -1.01 | | 2004 | | | 5.10 | 6.46 | -1.36 | | 2003 | | | 11.40 | 13.04 | -1.64 | | 2002 | | | -4.03 | -3.93 | -0.10 | | 2001 | | | 3.31 | 0.14 | 3.17 | | 2000 | | | 4.36 | 4.39 | -0.03 | | 1999 | | | 4.50 | 4.54 | -0.04 |
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| PAST QUARTERLY RETURNS (%) FOR
STWRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.10 | 5.81 | 6.17 | N/A | | 2008 | 0.74 | -1.52 | -3.37 | 0.50 | | 2007 | 1.34 | 0.45 | 2.47 | 1.22 | | 2006 | 1.75 | -0.45 | 1.84 | 1.91 | | 2005 | -1.71 | 1.83 | 1.29 | 0.91 | | 2004 | 2.02 | -1.29 | 0.72 | 3.62 | | 2003 | -1.54 | 7.24 | 1.37 | 4.07 | | 2002 | -0.10 | -2.55 | -4.41 | 3.13 | | 2001 | -0.38 | 1.02 | -0.21 | 2.86 | | 2000 | 1.48 | 0.65 | 1.26 | 0.90 | | 1999 | N/A | N/A | N/A | 3.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 127 | 134 | 94.78 | | 1-Month | 131 | 141 | 92.91 | | 3-Month | 123 | 137 | 89.78 | | 6-Month | 127 | 136 | 93.38 | | 1-Year | 113 | 134 | 84.33 | | 3-Year | 11 | 85 | 12.94 | | 5-Year | 6 | 55 | 10.91 |
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0.20% Nasdaq 
0.01 (0.10%) 
Performance
