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| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.91% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.95% | |
Worst 1-Yr Total Return (2005): | 2.68% | |
Best 3-Yr Total Return (2006-8): | 5.91% | |
Worst 3-Yr Total Return (2004-6): | 3.28% |
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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 | SWGSX | Category | Diff | Index* | Diff | | Year To Date | 5.91 | 5.18 | 0.73 | 6.24 | -0.33 | | 1-Month | 0.69 | 0.57 | 0.12 | 0.49 | 0.2 | | 3-Month | 2.17 | 2.42 | -0.25 | 2.60 | -0.43 | | 1-Year | 10.93 | 10.54 | 0.39 | 13.79 | -2.86 | | 3-Year | 6.90 | 5.52 | 1.38 | 6.35 | 0.55 | | 5-Year | 5.34 | 4.28 | 1.06 | 5.05 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.37 | 4.85 | -0.48 | 7.06 | -2.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.38 | 7.28 | 1.1 | 7.94 | 0.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.03 | 4.76 | 1.27 | | 2007 | | | 7.95 | 6.09 | 1.86 | | 2006 | | | 3.80 | 3.47 | 0.33 | | 2005 | | | 2.68 | 1.91 | 0.77 | | 2004 | | | 3.37 | 3.01 | 0.36 | | 2003 | | | N/A | 1.90 | N/A | | 2002 | | | N/A | 9.23 | N/A | | 2001 | | | N/A | 6.81 | N/A | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.04 | 0.66 | 2.40 | N/A | | 2008 | 2.26 | -0.85 | 1.21 | 3.32 | | 2007 | 1.51 | -0.63 | 3.35 | 3.56 | | 2006 | -0.38 | -0.44 | 3.11 | 1.50 | | 2005 | -0.10 | 1.92 | -0.06 | 0.90 | | 2004 | 1.25 | -1.16 | 2.13 | 1.14 | | 2003 | N/A | 0.75 | -0.02 | 0.69 | | 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 | 124 | 367 | 33.79 | | 1-Month | 108 | 374 | 28.88 | | 3-Month | 194 | 374 | 51.87 | | 6-Month | 126 | 373 | 33.78 | | 1-Year | 90 | 357 | 25.21 | | 3-Year | 40 | 345 | 11.59 | | 5-Year | 42 | 318 | 13.21 |
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0.01% Nasdaq 0.00%
Performance
