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| Morningstar Return Rating: | | | Year to Date Return: | 14.34% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SWGRX | Category | Diff | Index* | Diff | | Year To Date | 14.34 | 18.17 | -3.83 | N/A | N/A | | 1-Month | -1.20 | -1.05 | -0.15 | N/A | N/A | | 3-Month | 4.24 | 5.07 | -0.83 | N/A | N/A | | 1-Year | 13.82 | 15.95 | -2.13 | N/A | N/A | | 3-Year | N/A | -2.27 | N/A | N/A | N/A | | 5-Year | N/A | 2.60 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.31 | 32.35 | -2.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.77 | -6.21 | -1.56 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -27.76 | N/A | | 2007 | | | N/A | 5.84 | N/A | | 2006 | | | N/A | 11.13 | N/A | | 2005 | | | N/A | 4.64 | N/A | | 2004 | | | N/A | 7.39 | N/A | | 2003 | | | N/A | 14.60 | N/A | | 2002 | | | N/A | -8.35 | N/A | | 2001 | | | N/A | -6.99 | N/A | | 2000 | | | N/A | 0.21 | N/A | | 1999 | | | N/A | 13.68 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.54 | 11.44 | 11.11 | N/A | | 2008 | N/A | -0.80 | -7.72 | -11.82 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 133 | 153 | 86.93 | | 1-Month | 71 | 170 | 41.76 | | 3-Month | 119 | 166 | 71.69 | | 6-Month | 126 | 156 | 80.77 | | 1-Year | 79 | 141 | 56.03 | | 3-Year | | 76 | N/A | | 5-Year | | 26 | N/A |
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