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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.00% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.44% | |
Worst 1-Yr Total Return (2008): | -20.51% | |
Best 3-Yr Total Return (2004-6): | 12.59% | |
Worst 3-Yr Total Return (2006-8): | -4.89% |
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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 | SWHEX | Category | Diff | Index* | Diff | | Year To Date | 9.00 | 7.62 | 1.38 | 0.94 | 8.06 | | 1-Month | -1.82 | -0.77 | -1.05 | 0.03 | -1.85 | | 3-Month | 5.08 | 2.00 | 3.08 | 0.13 | 4.95 | | 1-Year | 7.28 | 5.82 | 1.46 | 1.69 | 5.59 | | 3-Year | -5.08 | -1.96 | -3.12 | 3.75 | -8.83 | | 5-Year | 2.38 | 2.10 | 0.28 | 3.78 | -1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.10 | 14.00 | 8.1 | 0.68 | 21.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.54 | -4.72 | -5.82 | 2.21 | -12.75 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWHEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.51 | -15.40 | -5.11 | | 2007 | | | -1.21 | 4.42 | -5.63 | | 2006 | | | 9.57 | 7.23 | 2.34 | | 2005 | | | 10.91 | 4.77 | 6.14 | | 2004 | | | 17.44 | 5.06 | 12.38 | | 2003 | | | 22.87 | 8.46 | 14.41 | | 2002 | | | N/A | 2.05 | N/A | | 2001 | | | N/A | 5.37 | N/A | | 2000 | | | N/A | 9.57 | N/A | | 1999 | | | N/A | 3.99 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWHEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.43 | 5.40 | 11.38 | N/A | | 2008 | -4.57 | -0.61 | -6.38 | -10.49 | | 2007 | 0.82 | 4.06 | -1.62 | -4.29 | | 2006 | 1.37 | 2.57 | 3.17 | 2.14 | | 2005 | 0.45 | 3.26 | 3.81 | 3.01 | | 2004 | 4.59 | 2.23 | -0.47 | 10.35 | | 2003 | -0.41 | 8.86 | 2.08 | 11.03 | | 2002 | N/A | N/A | N/A | 2.20 | | 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 | 72 | 202 | 35.64 | | 1-Month | 152 | 238 | 63.87 | | 3-Month | 50 | 229 | 21.83 | | 6-Month | 63 | 213 | 29.58 | | 1-Year | 48 | 193 | 24.87 | | 3-Year | 66 | 116 | 56.90 | | 5-Year | 23 | 65 | 35.38 |
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1.00% Nasdaq 
Performance
