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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.85% | | 5-Year Average Return: | 2.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.78% | |
Worst 1-Yr Total Return (2008): | -4.42% | |
Best 3-Yr Total Return (2005-7): | 4.00% | |
Worst 3-Yr Total Return (2006-8): | 1.56% |
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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 | SWLBX | Category | Diff | Index* | Diff | | Year To Date | 4.85 | 13.54 | -8.69 | 6.24 | -1.39 | | 1-Month | 0.42 | 0.89 | -0.47 | 0.49 | -0.07 | | 3-Month | 2.37 | 4.14 | -1.77 | 2.60 | -0.23 | | 1-Year | 9.66 | 17.86 | -8.2 | 13.79 | -4.13 | | 3-Year | 1.95 | 4.54 | -2.59 | 6.35 | -4.4 | | 5-Year | 2.48 | 3.85 | -1.37 | 5.05 | -2.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.92 | 13.81 | -6.89 | 7.06 | -0.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.02 | 6.49 | -4.47 | 7.94 | -5.92 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.42 | -4.70 | 0.28 | | 2007 | | | 4.78 | 4.70 | 0.08 | | 2006 | | | 4.59 | 4.15 | 0.44 | | 2005 | | | 2.65 | 1.80 | 0.85 | | 2004 | | | 4.57 | 3.91 | 0.66 | | 2003 | | | 4.21 | 5.10 | -0.89 | | 2002 | | | 8.80 | 8.04 | 0.76 | | 2001 | | | 8.22 | 7.64 | 0.58 | | 2000 | | | 11.05 | 9.44 | 1.61 | | 1999 | | | -0.99 | -1.35 | 0.36 |
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| PAST QUARTERLY RETURNS (%) FOR
SWLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.76 | 1.48 | 3.67 | N/A | | 2008 | -2.22 | -0.90 | -1.64 | 0.28 | | 2007 | 1.63 | -0.42 | 2.19 | 1.31 | | 2006 | -0.49 | -0.13 | 3.56 | 1.62 | | 2005 | -0.27 | 2.80 | -0.40 | 0.52 | | 2004 | 2.60 | -2.18 | 3.13 | 1.02 | | 2003 | 1.55 | 2.47 | -0.10 | 0.24 | | 2002 | -0.38 | 3.19 | 4.28 | 1.48 | | 2001 | 3.03 | 0.95 | 4.35 | -0.28 | | 2000 | 2.24 | 1.24 | 3.04 | 4.13 | | 1999 | N/A | N/A | N/A | 0.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1088 | 1122 | 96.97 | | 1-Month | 1070 | 1164 | 91.92 | | 3-Month | 1003 | 1154 | 86.92 | | 6-Month | 1019 | 1133 | 89.94 | | 1-Year | 887 | 1113 | 79.69 | | 3-Year | 669 | 957 | 69.91 | | 5-Year | 582 | 845 | 68.88 |
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0.22% Nasdaq 
0.03 (0.33%) 
Performance
