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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.50% | | 5-Year Average Return: | 1.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.61% | |
Worst 1-Yr Total Return (2008): | -5.42% | |
Best 3-Yr Total Return (2005-7): | 3.57% | |
Worst 3-Yr Total Return (2006-8): | 1.14% |
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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 | SWBDX | Category | Diff | Index* | Diff | | Year To Date | 2.50 | 9.09 | -6.59 | 6.24 | -3.74 | | 1-Month | 0.42 | 0.68 | -0.26 | 0.49 | -0.07 | | 3-Month | 1.61 | 2.53 | -0.92 | 2.60 | -0.99 | | 1-Year | 2.74 | 9.59 | -6.85 | 13.79 | -11.05 | | 3-Year | 0.72 | 3.61 | -2.89 | 6.35 | -5.63 | | 5-Year | 1.47 | 3.21 | -1.74 | 5.05 | -3.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.08 | 7.68 | -3.6 | 7.06 | -2.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.86 | 4.17 | -5.03 | 7.94 | -8.8 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.42 | -4.23 | -1.19 | | 2007 | | | 4.61 | 4.29 | 0.32 | | 2006 | | | 4.56 | 4.05 | 0.51 | | 2005 | | | 1.57 | 1.45 | 0.12 | | 2004 | | | 2.03 | 1.63 | 0.40 | | 2003 | | | 3.45 | 2.54 | 0.91 | | 2002 | | | 6.62 | 5.47 | 1.15 | | 2001 | | | 7.34 | 7.27 | 0.07 | | 2000 | | | 9.09 | 7.59 | 1.50 | | 1999 | | | 1.60 | 2.21 | -0.61 |
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| PAST QUARTERLY RETURNS (%) FOR
SWBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.77 | 0.85 | 1.99 | N/A | | 2008 | -1.59 | -1.57 | -1.10 | -1.27 | | 2007 | 1.54 | 0.24 | 1.74 | 1.03 | | 2006 | 0.36 | 0.51 | 2.41 | 1.22 | | 2005 | -0.55 | 1.53 | 0.10 | 0.48 | | 2004 | 1.55 | -1.53 | 1.74 | 0.29 | | 2003 | 1.42 | 1.75 | 0.29 | -0.04 | | 2002 | -0.27 | 2.36 | 3.24 | 1.16 | | 2001 | 2.71 | 1.32 | 3.85 | -0.67 | | 2000 | 1.49 | 1.73 | 2.52 | 3.07 | | 1999 | N/A | N/A | N/A | 0.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 398 | 419 | 94.99 | | 1-Month | 230 | 435 | 52.87 | | 3-Month | 290 | 434 | 66.82 | | 6-Month | 361 | 420 | 85.95 | | 1-Year | 336 | 419 | 80.19 | | 3-Year | 272 | 360 | 75.56 | | 5-Year | 235 | 305 | 77.05 |
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0.34% Nasdaq 0.00%
Performance
