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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.78% | | 5-Year Average Return: | 2.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.29% | |
Worst 1-Yr Total Return (2008): | -25.04% | |
Best 3-Yr Total Return (2004-6): | 8.89% | |
Worst 3-Yr Total Return (2006-8): | -4.00% |
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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 | SWBGX | Category | Diff | Index* | Diff | | Year To Date | 13.78 | 18.16 | -4.38 | N/A | N/A | | 1-Month | -1.74 | -1.24 | -0.5 | N/A | N/A | | 3-Month | 3.83 | 4.71 | -0.88 | N/A | N/A | | 1-Year | 12.41 | 15.73 | -3.32 | N/A | N/A | | 3-Year | -2.77 | -2.66 | -0.11 | N/A | N/A | | 5-Year | 2.20 | 2.10 | 0.1 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.40 | 33.32 | 0.08 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.00 | -8.51 | -0.49 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWBGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.04 | -28.00 | 2.96 | | 2007 | | | 5.09 | 5.99 | -0.90 | | 2006 | | | 12.29 | 11.29 | 1.00 | | 2005 | | | 4.88 | 5.13 | -0.25 | | 2004 | | | 9.64 | 8.86 | 0.78 | | 2003 | | | 21.04 | 20.35 | 0.69 | | 2002 | | | -9.85 | -12.02 | 2.17 | | 2001 | | | -4.40 | -5.05 | 0.65 | | 2000 | | | -1.03 | 1.82 | -2.85 | | 1999 | | | 14.00 | 10.71 | 3.29 |
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| PAST QUARTERLY RETURNS (%) FOR
SWBGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.07 | 12.52 | 11.94 | N/A | | 2008 | -6.19 | -1.40 | -6.18 | -13.61 | | 2007 | 1.74 | 3.53 | 1.31 | -1.51 | | 2006 | 4.05 | -0.99 | 3.56 | 5.25 | | 2005 | -1.51 | 1.80 | 3.08 | 1.48 | | 2004 | 2.27 | -0.07 | 0.07 | 7.21 | | 2003 | -2.60 | 11.55 | 2.94 | 8.22 | | 2002 | 0.22 | -5.01 | -9.78 | 4.97 | | 2001 | -6.26 | 4.21 | -8.29 | 6.71 | | 2000 | 2.26 | -1.20 | 0.06 | -2.11 | | 1999 | N/A | N/A | N/A | 9.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1005 | 1211 | 82.99 | | 1-Month | 1132 | 1258 | 89.98 | | 3-Month | 1042 | 1256 | 82.96 | | 6-Month | 902 | 1220 | 73.93 | | 1-Year | 698 | 1204 | 57.97 | | 3-Year | 414 | 950 | 43.58 | | 5-Year | 300 | 796 | 37.69 |
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0.22% Nasdaq 
Performance
