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| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.11% | | 5-Year Average Return: | 4.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 31.01% | |
Worst 1-Yr Total Return (2008): | -24.96% | |
Best 3-Yr Total Return (2004-6): | 17.10% | |
Worst 3-Yr Total Return (2006-8): | -5.35% |
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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 | SWHFX | Category | Diff | Index* | Diff | | Year To Date | 9.11 | 10.05 | -0.94 | 17.05 | -7.94 | | 1-Month | -2.83 | -4.79 | 1.96 | -1.86 | -0.97 | | 3-Month | 2.29 | -0.29 | 2.58 | 5.48 | -3.19 | | 1-Year | 7.65 | 8.75 | -1.1 | 9.80 | -2.15 | | 3-Year | -2.97 | -2.62 | -0.35 | -7.02 | 4.05 | | 5-Year | 4.99 | 3.14 | 1.85 | 0.33 | 4.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.73 | 29.31 | -0.58 | 45.76 | -17.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.32 | -11.79 | -0.53 | -18.25 | 5.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWHFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.96 | -23.43 | -1.53 | | 2007 | | | 10.68 | 9.27 | 1.41 | | 2006 | | | 2.11 | 4.27 | -2.16 | | 2005 | | | 20.03 | 9.64 | 10.39 | | 2004 | | | 31.01 | 9.84 | 21.17 | | 2003 | | | 36.76 | 32.51 | 4.25 | | 2002 | | | -24.37 | -28.13 | 3.76 | | 2001 | | | -14.40 | -11.26 | -3.14 | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWHFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.54 | 10.41 | 11.20 | N/A | | 2008 | -12.18 | -0.55 | 0.56 | -14.55 | | 2007 | 3.72 | 5.96 | 0.67 | 0.04 | | 2006 | 1.82 | -6.15 | 5.28 | 1.49 | | 2005 | 0.81 | 8.73 | 5.08 | 4.21 | | 2004 | 12.59 | 1.97 | -0.92 | 15.16 | | 2003 | 0.29 | 13.42 | 3.05 | 16.67 | | 2002 | -2.51 | -15.87 | -8.76 | 1.06 | | 2001 | -18.45 | 4.34 | -0.55 | 1.16 | | 2000 | N/A | N/A | N/A | 7.33 | | 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 | 99 | 165 | 60.00 | | 1-Month | 100 | 171 | 58.48 | | 3-Month | 62 | 170 | 36.47 | | 6-Month | 37 | 165 | 22.42 | | 1-Year | 81 | 165 | 49.09 | | 3-Year | 72 | 151 | 47.68 | | 5-Year | 26 | 143 | 18.18 |
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0.34% Nasdaq 0.00%
0.03 (0.21%) 
Performance
