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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.20% | | 5-Year Average Return: | 0.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.56% | |
Worst 1-Yr Total Return (2008): | -38.38% | |
Best 3-Yr Total Return (2004-6): | 9.80% | |
Worst 3-Yr Total Return (2006-8): | -10.94% |
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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 | SUWIX | Category | Diff | Index* | Diff | | Year To Date | 31.20 | 25.10 | 6.1 | 24.07 | 7.13 | | 1-Month | 5.80 | 5.28 | 0.52 | 6.00 | -0.2 | | 3-Month | 7.66 | 7.01 | 0.65 | 7.91 | -0.25 | | 1-Year | 36.26 | 28.01 | 8.25 | 25.39 | 10.87 | | 3-Year | -5.99 | -5.87 | -0.12 | -5.79 | -0.2 | | 5-Year | 0.34 | 0.64 | -0.3 | 0.71 | -0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.61 | 46.08 | 3.53 | 45.76 | 3.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.94 | -17.41 | 1.47 | -18.25 | 2.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SUWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.38 | -37.79 | -0.59 | | 2007 | | | 0.96 | 6.16 | -5.20 | | 2006 | | | 13.56 | 14.17 | -0.61 | | 2005 | | | 6.06 | 5.88 | 0.18 | | 2004 | | | 9.91 | 10.02 | -0.11 | | 2003 | | | 27.06 | 27.05 | 0.01 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SUWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.70 | 16.41 | 18.34 | N/A | | 2008 | -10.88 | -0.13 | -11.43 | -21.83 | | 2007 | -1.20 | 4.21 | 1.30 | -3.20 | | 2006 | 2.91 | -2.98 | 6.75 | 6.55 | | 2005 | -2.36 | 2.09 | 4.09 | 2.23 | | 2004 | 1.26 | 1.81 | -2.42 | 9.25 | | 2003 | -1.75 | 12.91 | 2.90 | 11.32 | | 2002 | N/A | N/A | N/A | 5.57 | | 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 | 262 | 2021 | 12.96 | | 1-Month | 1056 | 2113 | 49.98 | | 3-Month | 334 | 2091 | 15.97 | | 6-Month | 165 | 2064 | 7.99 | | 1-Year | 178 | 2011 | 8.85 | | 3-Year | 740 | 1707 | 43.35 | | 5-Year | 649 | 1360 | 47.72 |
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0.11% Nasdaq 0.00%
0.05 (0.34%) 
Performance
