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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.95% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.67% | |
Worst 1-Yr Total Return (2008): | -23.69% | |
Best 3-Yr Total Return (2006-8): | -3.69% | |
Worst 3-Yr Total Return (2006-8): | -3.69% |
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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 | SWBRX | Category | Diff | Index* | Diff | | Year To Date | 11.95 | 17.79 | -5.84 | N/A | N/A | | 1-Month | -0.84 | -0.70 | -0.14 | N/A | N/A | | 3-Month | 3.84 | 4.94 | -1.1 | N/A | N/A | | 1-Year | 12.24 | 16.37 | -4.13 | N/A | N/A | | 3-Year | -2.92 | -0.93 | -1.99 | N/A | N/A | | 5-Year | N/A | 2.56 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.53 | 29.60 | -4.07 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.65 | -4.67 | -3.98 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWBRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.69 | -22.46 | -1.23 | | 2007 | | | 3.90 | 5.22 | -1.32 | | 2006 | | | 12.67 | 8.58 | 4.09 | | 2005 | | | N/A | 3.68 | N/A | | 2004 | | | N/A | 6.82 | N/A | | 2003 | | | N/A | 13.67 | N/A | | 2002 | | | N/A | -4.11 | N/A | | 2001 | | | N/A | -0.54 | N/A | | 2000 | | | N/A | 2.70 | N/A | | 1999 | | | N/A | 9.09 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWBRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.92 | 9.56 | 9.53 | N/A | | 2008 | -6.43 | -0.74 | -7.39 | -11.28 | | 2007 | 2.34 | 3.64 | 0.57 | -2.60 | | 2006 | 4.31 | -1.19 | 3.44 | 5.69 | | 2005 | N/A | N/A | N/A | 2.06 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 192 | 214 | 89.72 | | 1-Month | 112 | 229 | 48.91 | | 3-Month | 150 | 225 | 66.67 | | 6-Month | 194 | 221 | 87.78 | | 1-Year | 138 | 205 | 67.32 | | 3-Year | 99 | 134 | 73.88 | | 5-Year | | 52 | N/A |
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0.22% Nasdaq 
0.04 (0.41%) 
Performance
