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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.76% | | 5-Year Average Return: | -4.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.34% | |
Worst 1-Yr Total Return (2008): | -44.19% | |
Best 3-Yr Total Return (2004-6): | 14.72% | |
Worst 3-Yr Total Return (2006-8): | -15.97% |
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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 | SWFFX | Category | Diff | Index* | Diff | | Year To Date | 9.76 | 20.35 | -10.59 | 17.05 | -7.29 | | 1-Month | -6.30 | -4.96 | -1.34 | -1.86 | -4.44 | | 3-Month | 5.28 | 5.78 | -0.5 | 5.48 | -0.2 | | 1-Year | -1.10 | 6.97 | -8.07 | 9.80 | -10.9 | | 3-Year | -16.20 | -15.39 | -0.81 | -7.02 | -9.18 | | 5-Year | -4.32 | -5.49 | 1.17 | 0.33 | -4.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.65 | 76.37 | -7.72 | 45.76 | 22.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.68 | -13.57 | -9.11 | -18.25 | -4.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWFFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.19 | -43.91 | -0.28 | | 2007 | | | -7.32 | -11.64 | 4.32 | | 2006 | | | 14.73 | 16.90 | -2.17 | | 2005 | | | 12.17 | 6.74 | 5.43 | | 2004 | | | 17.34 | 14.02 | 3.32 | | 2003 | | | 35.50 | 33.56 | 1.94 | | 2002 | | | -12.41 | -10.28 | -2.13 | | 2001 | | | -7.94 | -2.05 | -5.89 | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWFFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.78 | 19.91 | 23.32 | N/A | | 2008 | -10.27 | -12.05 | 1.21 | -30.13 | | 2007 | -0.50 | 3.01 | -3.84 | -5.97 | | 2006 | 5.20 | -0.94 | 4.72 | 5.12 | | 2005 | -6.37 | 8.25 | 4.51 | 5.89 | | 2004 | 6.11 | -3.53 | 3.50 | 10.75 | | 2003 | -3.29 | 17.67 | 4.14 | 14.34 | | 2002 | 2.93 | -5.50 | -13.69 | 4.34 | | 2001 | -9.17 | 9.72 | -14.27 | 7.75 | | 2000 | N/A | N/A | N/A | 0.71 | | 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 | 94 | 129 | 72.87 | | 1-Month | 81 | 129 | 62.79 | | 3-Month | 79 | 129 | 61.24 | | 6-Month | 91 | 129 | 70.54 | | 1-Year | 58 | 122 | 47.54 | | 3-Year | 48 | 107 | 44.86 | | 5-Year | 41 | 101 | 40.59 |
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1.25% Nasdaq 
Performance
