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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.44% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.46% | |
Worst 1-Yr Total Return (2008): | -26.62% | |
Best 3-Yr Total Return (2006-8): | -4.85% | |
Worst 3-Yr Total Return (2006-8): | -4.85% |
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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 | SWCRX | Category | Diff | Index* | Diff | | Year To Date | 16.44 | 18.76 | -2.32 | N/A | N/A | | 1-Month | -1.53 | -1.26 | -0.27 | N/A | N/A | | 3-Month | 4.56 | 5.17 | -0.61 | N/A | N/A | | 1-Year | 15.89 | 16.72 | -0.83 | N/A | N/A | | 3-Year | -3.00 | -3.41 | 0.41 | N/A | N/A | | 5-Year | N/A | 1.78 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.34 | 36.01 | -1.67 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.10 | -7.99 | -0.11 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.62 | -29.46 | 2.84 | | 2007 | | | 3.45 | 6.02 | -2.57 | | 2006 | | | 13.46 | 11.95 | 1.51 | | 2005 | | | N/A | 5.80 | N/A | | 2004 | | | N/A | 9.61 | N/A | | 2003 | | | N/A | 21.84 | N/A | | 2002 | | | N/A | -13.42 | N/A | | 2001 | | | N/A | -9.85 | N/A | | 2000 | | | N/A | -4.21 | N/A | | 1999 | | | N/A | 18.34 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 13.02 | 12.67 | N/A | | 2008 | -6.87 | -0.83 | -8.18 | -13.47 | | 2007 | 2.65 | 3.91 | 0.24 | -3.24 | | 2006 | 4.75 | -1.27 | 3.49 | 6.00 | | 2005 | N/A | N/A | N/A | 2.28 | | 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 | 163 | 215 | 75.81 | | 1-Month | 62 | 231 | 26.84 | | 3-Month | 111 | 227 | 48.90 | | 6-Month | 166 | 225 | 73.78 | | 1-Year | 102 | 206 | 49.51 | | 3-Year | 42 | 114 | 36.84 | | 5-Year | | 49 | N/A |
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