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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.46% | | 5-Year Average Return: | 1.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.36% | |
Worst 1-Yr Total Return (2008): | -38.04% | |
Best 3-Yr Total Return (2004-6): | 12.95% | |
Worst 3-Yr Total Return (2006-8): | -8.02% |
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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 | SWEGX | Category | Diff | Index* | Diff | | Year To Date | 19.46 | 18.65 | 0.81 | 17.05 | 2.41 | | 1-Month | -3.25 | -2.18 | -1.07 | -1.86 | -1.39 | | 3-Month | 4.91 | 5.08 | -0.17 | 5.48 | -0.57 | | 1-Year | 13.54 | 11.86 | 1.68 | 9.80 | 3.74 | | 3-Year | -6.61 | -6.78 | 0.17 | -7.02 | 0.41 | | 5-Year | 1.67 | 0.49 | 1.18 | 0.33 | 1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.73 | 45.26 | 9.47 | 45.76 | 8.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.70 | -15.99 | -1.71 | -18.25 | 0.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.04 | -37.79 | -0.25 | | 2007 | | | 6.11 | 6.16 | -0.05 | | 2006 | | | 18.36 | 14.17 | 4.19 | | 2005 | | | 6.83 | 5.88 | 0.95 | | 2004 | | | 13.98 | 10.02 | 3.96 | | 2003 | | | 33.96 | 27.05 | 6.91 | | 2002 | | | -20.45 | -22.25 | 1.80 | | 2001 | | | -13.05 | -13.50 | 0.45 | | 2000 | | | -8.91 | -6.31 | -2.60 | | 1999 | | | 25.06 | 20.16 | 4.90 |
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| PAST QUARTERLY RETURNS (%) FOR
SWEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.38 | 20.79 | 18.02 | N/A | | 2008 | -9.05 | -1.82 | -9.90 | -22.99 | | 2007 | 2.16 | 6.07 | 1.00 | -3.05 | | 2006 | 7.37 | -1.40 | 3.72 | 7.80 | | 2005 | -2.30 | 1.27 | 5.72 | 2.13 | | 2004 | 2.40 | 1.07 | -1.54 | 11.86 | | 2003 | -5.70 | 18.54 | 5.09 | 14.03 | | 2002 | 0.52 | -9.41 | -18.38 | 7.03 | | 2001 | -12.22 | 6.05 | -15.98 | 11.18 | | 2000 | 2.13 | -3.09 | -2.15 | -5.94 | | 1999 | N/A | N/A | N/A | 17.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 805 | 2013 | 39.99 | | 1-Month | 1835 | 2110 | 86.97 | | 3-Month | 1295 | 2090 | 61.96 | | 6-Month | 286 | 2049 | 13.96 | | 1-Year | 565 | 1999 | 28.26 | | 3-Year | 608 | 1694 | 35.89 | | 5-Year | 249 | 1352 | 18.42 |
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0.22% Nasdaq 
Performance
