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| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.47% | | 5-Year Average Return: | 1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.64% | |
Worst 1-Yr Total Return (2008): | -30.32% | |
Best 3-Yr Total Return (2004-6): | 13.42% | |
Worst 3-Yr Total Return (2006-8): | -4.84% |
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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 | SWDSX | Category | Diff | Index* | Diff | | Year To Date | 9.47 | 15.79 | -6.32 | 17.05 | -7.58 | | 1-Month | -1.17 | -2.21 | 1.04 | -1.86 | 0.69 | | 3-Month | 5.37 | 5.62 | -0.25 | 5.48 | -0.11 | | 1-Year | 5.62 | 9.52 | -3.9 | 9.80 | -4.18 | | 3-Year | -6.32 | -8.36 | 2.04 | -7.02 | 0.7 | | 5-Year | 1.31 | 0.18 | 1.13 | 0.33 | 0.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.60 | 46.84 | -12.24 | 45.76 | -11.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.22 | -16.40 | 0.18 | -18.25 | 2.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWDSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.32 | -37.09 | 6.77 | | 2007 | | | 4.23 | 1.42 | 2.81 | | 2006 | | | 18.64 | 18.15 | 0.49 | | 2005 | | | 5.35 | 5.95 | -0.60 | | 2004 | | | 16.73 | 12.97 | 3.76 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWDSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.44 | 10.92 | 14.06 | N/A | | 2008 | -8.79 | -2.56 | -5.05 | -17.42 | | 2007 | 2.99 | 3.76 | -0.40 | -2.08 | | 2006 | 4.82 | 0.48 | 6.11 | 6.15 | | 2005 | 0.37 | 1.39 | 3.39 | 0.13 | | 2004 | 3.88 | 1.41 | 2.31 | 8.30 | | 2003 | N/A | N/A | N/A | 15.33 | | 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 | 1081 | 1335 | 80.97 | | 1-Month | 289 | 1379 | 20.96 | | 3-Month | 342 | 1368 | 25.00 | | 6-Month | 942 | 1346 | 69.99 | | 1-Year | 823 | 1318 | 62.44 | | 3-Year | 200 | 1124 | 17.79 | | 5-Year | 207 | 934 | 22.16 |
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0.11% Nasdaq 
0.13%
Performance
