|
| Morningstar Return Rating: | | | Year to Date Return: | 20.00% | | 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 |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWIRX | Category | Diff | Index* | Diff | | Year To Date | 20.00 | 21.48 | -1.48 | N/A | N/A | | 1-Month | -2.07 | -2.30 | 0.23 | N/A | N/A | | 3-Month | 5.02 | 5.38 | -0.36 | N/A | N/A | | 1-Year | 18.22 | 17.05 | 1.17 | N/A | N/A | | 3-Year | N/A | -5.44 | N/A | N/A | N/A | | 5-Year | N/A | 1.86 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.38 | 44.67 | -3.29 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.54 | -11.13 | 2.59 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -37.04 | N/A | | 2007 | | | N/A | 7.02 | N/A | | 2006 | | | N/A | 14.55 | N/A | | 2005 | | | N/A | 7.35 | N/A | | 2004 | | | N/A | 9.94 | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
SWIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.00 | 15.65 | 15.16 | N/A | | 2008 | N/A | -0.89 | -9.72 | -15.15 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 83 | 121 | 68.60 | | 1-Month | 38 | 138 | 27.54 | | 3-Month | 69 | 134 | 51.49 | | 6-Month | 89 | 124 | 71.77 | | 1-Year | 49 | 117 | 41.88 | | 3-Year | | 58 | N/A | | 5-Year | | 14 | N/A |
|
|
|
|
|