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| Morningstar Return Rating: | Average | | Year to Date Return: | -0.81% | | 5-Year Average Return: | 2.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 14.11% | |
Worst 1-Yr Total Return (2008): | -18.37% | |
Best 3-Yr Total Return (2005-7): | 6.11% | |
Worst 3-Yr Total Return (2006-8): | -2.11% |
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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 | SWCGX | Category | Diff | Index* | Diff | | Year To Date | -0.81 | -0.68 | -0.13 | N/A | N/A | | 1-Month | -0.81 | -0.68 | -0.13 | N/A | N/A | | 3-Month | 2.08 | 2.67 | -0.59 | N/A | N/A | | 1-Year | 18.96 | 22.81 | -3.85 | N/A | N/A | | 3-Year | -1.24 | 0.26 | -1.5 | N/A | N/A | | 5-Year | 2.15 | 2.80 | -0.65 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.98 | 25.42 | -1.44 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.94 | -3.19 | -1.75 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWCGX | Category | Diff | | 2009 | | | 14.11 | 20.77 | -6.66 | | 2008 | | | -18.37 | -18.61 | 0.24 | | 2007 | | | 4.91 | 4.53 | 0.38 | | 2006 | | | 9.52 | 8.16 | 1.36 | | 2005 | | | 3.97 | 2.97 | 1.00 | | 2004 | | | 7.80 | 5.46 | 2.34 | | 2003 | | | 15.05 | 12.34 | 2.71 | | 2002 | | | -4.02 | -3.11 | -0.91 | | 2001 | | | -0.35 | -0.39 | 0.04 | | 2000 | | | 2.71 | 4.28 | -1.57 |
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| PAST QUARTERLY RETURNS (%) FOR
SWCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.52 | 8.77 | 9.06 | 1.82 | | 2008 | -4.83 | -1.29 | -4.54 | -8.97 | | 2007 | 1.66 | 2.22 | 1.55 | -0.59 | | 2006 | 2.43 | -0.59 | 3.45 | 3.97 | | 2005 | -1.11 | 2.06 | 1.92 | 1.08 | | 2004 | 2.30 | -0.72 | 1.04 | 5.05 | | 2003 | -1.23 | 8.39 | 1.90 | 5.46 | | 2002 | 0.00 | -2.38 | -5.26 | 3.78 | | 2001 | -3.28 | 3.09 | -4.20 | 4.32 | | 2000 | 2.21 | -0.45 | 1.07 | -0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 348 | 646 | 53.87 | | 1-Month | 361 | 646 | 55.88 | | 3-Month | 471 | 637 | 73.94 | | 6-Month | 520 | 635 | 81.89 | | 1-Year | 406 | 621 | 65.38 | | 3-Year | 345 | 532 | 64.85 | | 5-Year | 193 | 338 | 57.10 |
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1.52% Nasdaq 
Performance
