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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.58% | | 5-Year Average Return: | 2.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.65% | |
Worst 1-Yr Total Return (2008): | -43.57% | |
Best 3-Yr Total Return (2004-6): | 16.73% | |
Worst 3-Yr Total Return (2006-8): | -8.13% |
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| 1-Year: | 0.01% | | 3-Year: | -4.34% | | 5-Year: | 3.98% | | 10-Year: | 2.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWFCX | Category | Diff | Index* | Diff | | Year To Date | 29.58 | 29.35 | 0.23 | 29.91 | -0.33 | | 1-Month | 4.39 | 3.83 | 0.56 | 2.00 | 2.39 | | 3-Month | 8.00 | 6.09 | 1.91 | 4.58 | 3.42 | | 1-Year | 38.87 | 38.30 | 0.57 | 37.72 | 1.15 | | 3-Year | -5.69 | -5.68 | -0.01 | -5.52 | -0.17 | | 5-Year | 2.66 | 4.12 | -1.46 | 4.13 | -1.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.80 | 57.56 | -1.76 | 59.35 | -3.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.04 | -15.07 | -0.97 | -14.95 | -1.09 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.57 | -43.99 | 0.42 | | 2007 | | | 12.05 | 12.71 | -0.66 | | 2006 | | | 22.65 | 24.77 | -2.12 | | 2005 | | | 9.16 | 14.72 | -5.56 | | 2004 | | | 18.80 | 17.39 | 1.41 | | 2003 | | | 29.81 | 33.58 | -3.77 | | 2002 | | | -13.19 | -16.69 | 3.50 | | 2001 | | | -17.18 | -21.67 | 4.49 | | 2000 | | | -10.37 | -16.34 | 5.97 | | 1999 | | | 25.94 | 40.28 | -14.34 |
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| PAST QUARTERLY RETURNS (%) FOR
SWFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.32 | 23.65 | 18.08 | N/A | | 2008 | -8.00 | -2.86 | -20.89 | -20.18 | | 2007 | 3.03 | 5.40 | 4.07 | -0.85 | | 2006 | 10.07 | -0.35 | 2.23 | 9.38 | | 2005 | -0.63 | -1.91 | 8.85 | 2.89 | | 2004 | 2.73 | 2.06 | -0.13 | 13.45 | | 2003 | -9.23 | 16.62 | 5.28 | 16.48 | | 2002 | 4.13 | 0.07 | -21.29 | 5.84 | | 2001 | -9.92 | 1.54 | -13.95 | 5.22 | | 2000 | -2.25 | 0.00 | -7.04 | -1.36 | | 1999 | N/A | N/A | N/A | 16.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 362 | 824 | 43.93 | | 1-Month | 177 | 847 | 20.90 | | 3-Month | 143 | 844 | 16.94 | | 6-Month | 276 | 839 | 32.90 | | 1-Year | 271 | 817 | 33.17 | | 3-Year | 259 | 612 | 42.32 | | 5-Year | 289 | 462 | 62.55 |
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0.31% Nasdaq 0.00%
0.09 (0.58%) 
Performance
