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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.67% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.61% | |
Worst 1-Yr Total Return (2008): | -35.79% | |
Best 3-Yr Total Return (2006-8): | -8.10% | |
Worst 3-Yr Total Return (2006-8): | -8.10% |
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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 | SWLSX | Category | Diff | Index* | Diff | | Year To Date | 16.67 | 24.15 | -7.48 | 17.05 | -0.38 | | 1-Month | -1.52 | -2.25 | 0.73 | -1.86 | 0.34 | | 3-Month | 4.60 | 4.52 | 0.08 | 5.48 | -0.88 | | 1-Year | 11.36 | 15.35 | -3.99 | 9.80 | 1.56 | | 3-Year | -5.97 | -4.95 | -1.02 | -7.02 | 1.05 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.68 | 42.81 | -7.13 | 45.76 | -10.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.75 | -17.14 | -0.61 | -18.25 | 0.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWLSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.79 | -40.67 | 4.88 | | 2007 | | | 8.31 | 13.35 | -5.04 | | 2006 | | | 11.61 | 7.05 | 4.56 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWLSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.69 | 13.75 | 12.82 | N/A | | 2008 | -12.52 | 2.25 | -10.80 | -19.53 | | 2007 | 1.24 | 5.75 | 2.23 | -1.03 | | 2006 | 4.13 | -4.81 | 5.85 | 6.39 | | 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 | 1477 | 1802 | 81.96 | | 1-Month | 359 | 1890 | 18.99 | | 3-Month | 584 | 1884 | 31.00 | | 6-Month | 968 | 1827 | 52.98 | | 1-Year | 1100 | 1797 | 61.21 | | 3-Year | 809 | 1518 | 53.29 | | 5-Year | | 1251 | N/A |
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0.18% Nasdaq 
0.42%
Performance
