|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.55% | | 5-Year Average Return: | 1.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.09% | |
Worst 1-Yr Total Return (2008): | -31.30% | |
Best 3-Yr Total Return (2004-6): | 10.73% | |
Worst 3-Yr Total Return (2006-8): | -5.90% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWHGX | Category | Diff | Index* | Diff | | Year To Date | 16.55 | 18.65 | -2.1 | 17.05 | -0.5 | | 1-Month | -2.49 | -2.18 | -0.31 | -1.86 | -0.63 | | 3-Month | 4.31 | 5.08 | -0.77 | 5.48 | -1.17 | | 1-Year | 12.95 | 11.86 | 1.09 | 9.80 | 3.15 | | 3-Year | -4.54 | -6.78 | 2.24 | -7.02 | 2.48 | | 5-Year | 1.98 | 0.49 | 1.49 | 0.33 | 1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.35 | 45.26 | -1.91 | 45.76 | -2.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.04 | -15.99 | 2.95 | -18.25 | 5.21 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWHGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.30 | -37.79 | 6.49 | | 2007 | | | 5.39 | 6.16 | -0.77 | | 2006 | | | 15.09 | 14.17 | 0.92 | | 2005 | | | 5.69 | 5.88 | -0.19 | | 2004 | | | 11.61 | 10.02 | 1.59 | | 2003 | | | 27.08 | 27.05 | 0.03 | | 2002 | | | -15.48 | -22.25 | 6.77 | | 2001 | | | -8.43 | -13.50 | 5.07 | | 2000 | | | -4.81 | -6.31 | 1.50 | | 1999 | | | 19.37 | 20.16 | -0.79 |
|
| PAST QUARTERLY RETURNS (%) FOR
SWHGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.52 | 16.43 | 14.73 | N/A | | 2008 | -7.55 | -1.68 | -7.62 | -18.19 | | 2007 | 1.83 | 4.88 | 1.08 | -2.37 | | 2006 | 5.59 | -1.21 | 3.69 | 6.40 | | 2005 | -1.94 | 1.55 | 4.32 | 1.74 | | 2004 | 2.33 | 0.52 | -0.78 | 9.35 | | 2003 | -4.10 | 14.91 | 3.87 | 11.02 | | 2002 | 0.42 | -7.54 | -14.15 | 6.03 | | 2001 | -9.23 | 5.39 | -12.23 | 9.05 | | 2000 | 2.28 | -2.06 | -0.91 | -4.10 | | 1999 | N/A | N/A | N/A | 13.37 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1469 | 2013 | 72.98 | | 1-Month | 1835 | 2110 | 86.97 | | 3-Month | 1860 | 2090 | 89.00 | | 6-Month | 1475 | 2049 | 71.99 | | 1-Year | 851 | 1999 | 42.57 | | 3-Year | 284 | 1694 | 16.77 | | 5-Year | 210 | 1352 | 15.53 |
|
|
|
|
|
0.01% Nasdaq 
0.22%
Performance
