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| Morningstar Return Rating: | | | Year to Date Return: | 13.70% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -2.22% | |
Worst 1-Yr Total Return (2008): | -2.22% | |
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 | SWIIX | Category | Diff | Index* | Diff | | Year To Date | 13.70 | 13.54 | 0.16 | 6.24 | 7.46 | | 1-Month | 1.22 | 0.89 | 0.33 | 0.49 | 0.73 | | 3-Month | 4.44 | 4.14 | 0.3 | 2.60 | 1.84 | | 1-Year | 15.74 | 17.86 | -2.12 | 13.79 | 1.95 | | 3-Year | N/A | 4.54 | N/A | 6.35 | N/A | | 5-Year | N/A | 3.85 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.94 | 13.81 | 0.13 | 7.06 | 6.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.03 | 6.49 | 0.54 | 7.94 | -0.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.22 | -4.70 | 2.48 | | 2007 | | | N/A | 4.70 | N/A | | 2006 | | | N/A | 4.15 | N/A | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.70 | 5.19 | 6.04 | N/A | | 2008 | -0.08 | 0.93 | -1.38 | -1.69 | | 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 | 504 | 1122 | 44.92 | | 1-Month | 93 | 1164 | 7.99 | | 3-Month | 323 | 1154 | 27.99 | | 6-Month | 475 | 1133 | 41.92 | | 1-Year | 539 | 1113 | 48.43 | | 3-Year | | 957 | N/A | | 5-Year | | 845 | N/A |
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