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| Morningstar Return Rating: | High | | Year to Date Return: | 8.00% | | 5-Year Average Return: | 3.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.02% | |
Worst 1-Yr Total Return (2008): | -1.05% | |
Best 3-Yr Total Return (2004-6): | 4.23% | |
Worst 3-Yr Total Return (2006-8): | 1.85% |
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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 | SWCAX | Category | Diff | Index* | Diff | | Year To Date | 8.00 | 9.58 | -1.58 | 11.61 | -3.61 | | 1-Month | -1.57 | -1.71 | 0.14 | -2.10 | 0.53 | | 3-Month | 2.20 | 2.66 | -0.46 | 3.15 | -0.95 | | 1-Year | 9.12 | 9.21 | -0.09 | 13.60 | -4.48 | | 3-Year | 3.18 | 2.75 | 0.43 | 4.17 | -0.99 | | 5-Year | 3.42 | 2.85 | 0.57 | 4.15 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.74 | 7.04 | -0.3 | 9.40 | -2.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.23 | 2.98 | 0.25 | 5.67 | -2.44 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.05 | -3.59 | 2.54 | | 2007 | | | 2.29 | 2.50 | -0.21 | | 2006 | | | 4.37 | 3.71 | 0.66 | | 2005 | | | 3.31 | 1.89 | 1.42 | | 2004 | | | 5.02 | 2.57 | 2.45 | | 2003 | | | 4.64 | 3.27 | 1.37 | | 2002 | | | 8.20 | 7.66 | 0.54 | | 2001 | | | 4.94 | 4.42 | 0.52 | | 2000 | | | 15.19 | 11.07 | 4.12 | | 1999 | | | -6.09 | -2.78 | -3.31 |
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| PAST QUARTERLY RETURNS (%) FOR
SWCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.99 | 1.09 | 5.39 | N/A | | 2008 | 0.01 | 0.74 | -1.37 | -0.42 | | 2007 | 0.68 | -0.69 | 1.14 | 1.15 | | 2006 | 0.28 | -0.08 | 3.06 | 1.07 | | 2005 | -0.09 | 2.62 | 0.15 | 0.62 | | 2004 | 1.71 | -2.17 | 4.26 | 1.23 | | 2003 | 1.38 | 2.60 | -1.00 | 1.62 | | 2002 | 0.08 | 3.25 | 5.79 | -1.02 | | 2001 | 1.59 | -0.12 | 3.94 | -0.50 | | 2000 | 4.36 | 1.68 | 3.90 | 4.47 | | 1999 | N/A | N/A | N/A | -2.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 82 | 46.34 | | 1-Month | 32 | 84 | 38.10 | | 3-Month | 44 | 82 | 53.66 | | 6-Month | 37 | 82 | 45.12 | | 1-Year | 31 | 82 | 37.80 | | 3-Year | 31 | 77 | 40.26 | | 5-Year | 3 | 69 | 4.35 |
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1.00% Nasdaq 
0.01 (0.09%) 
Performance
