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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.89% | | 5-Year Average Return: | 2.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.52% | |
Worst 1-Yr Total Return (2008): | -18.37% | |
Best 3-Yr Total Return (2004-6): | 7.07% | |
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 | 10.89 | 16.51 | -5.62 | N/A | N/A | | 1-Month | -1.06 | -0.33 | -0.73 | N/A | N/A | | 3-Month | 3.35 | 4.50 | -1.15 | N/A | N/A | | 1-Year | 11.81 | 15.92 | -4.11 | N/A | N/A | | 3-Year | -1.08 | 0.19 | -1.27 | N/A | N/A | | 5-Year | 2.33 | 2.75 | -0.42 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.98 | 25.13 | -1.15 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.94 | -3.25 | -1.69 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 8.70 | 5.85 | 2.85 |
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| PAST QUARTERLY RETURNS (%) FOR
SWCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.52 | 8.77 | 9.06 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 6.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 554 | 637 | 86.97 | | 1-Month | 592 | 644 | 91.93 | | 3-Month | 521 | 644 | 80.90 | | 6-Month | 504 | 638 | 79.00 | | 1-Year | 376 | 633 | 59.40 | | 3-Year | 273 | 506 | 53.95 | | 5-Year | 157 | 343 | 45.77 |
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0.28% Nasdaq 
Performance
