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| Morningstar Return Rating: | | | Year to Date Return: | 23.14% | | 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 | SWHRX | Category | Diff | Index* | Diff | | Year To Date | 23.14 | 25.64 | -2.5 | N/A | N/A | | 1-Month | 4.02 | 4.00 | 0.02 | N/A | N/A | | 3-Month | 6.09 | 6.30 | -0.21 | N/A | N/A | | 1-Year | 27.77 | 30.70 | -2.93 | N/A | N/A | | 3-Year | N/A | -4.04 | N/A | N/A | N/A | | 5-Year | N/A | 2.03 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.19 | 41.21 | -4.02 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.03 | -9.59 | 2.56 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWHRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -34.15 | N/A | | 2007 | | | N/A | 6.52 | N/A | | 2006 | | | N/A | 14.16 | N/A | | 2005 | | | N/A | 6.59 | N/A | | 2004 | | | N/A | 8.96 | N/A | | 2003 | | | N/A | N/A | N/A | | 2002 | | | N/A | N/A | N/A | | 2001 | | | N/A | N/A | N/A | | 2000 | | | N/A | N/A | N/A | | 1999 | | | N/A | N/A | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWHRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.07 | 13.97 | 13.71 | N/A | | 2008 | N/A | -0.40 | -8.57 | -13.44 | | 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 | 92 | 127 | 72.44 | | 1-Month | 104 | 145 | 71.72 | | 3-Month | 57 | 140 | 40.71 | | 6-Month | 86 | 139 | 61.87 | | 1-Year | 88 | 127 | 69.29 | | 3-Year | | 58 | N/A | | 5-Year | | 21 | N/A |
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