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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.82% | | 5-Year Average Return: | 7.15% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.70% | |
Worst 1-Yr Total Return (2008): | -47.25% | |
Best 3-Yr Total Return (2005-7): | 20.21% | |
Worst 3-Yr Total Return (2006-8): | -8.49% |
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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 | SWMIX | Category | Diff | Index* | Diff | | Year To Date | 37.82 | 29.71 | 8.11 | 27.36 | 10.46 | | 1-Month | -1.70 | -2.08 | 0.38 | -1.25 | -0.45 | | 3-Month | 7.73 | 5.76 | 1.97 | 8.10 | -0.37 | | 1-Year | 33.82 | 29.01 | 4.81 | 27.71 | 6.11 | | 3-Year | -3.00 | -4.76 | 1.76 | -5.22 | 2.22 | | 5-Year | 7.15 | 5.03 | 2.12 | 5.10 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.41 | 55.24 | 11.17 | 59.35 | 7.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.80 | -18.07 | 2.27 | -14.95 | -0.85 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.25 | -46.56 | -0.69 | | 2007 | | | 16.48 | 16.26 | 0.22 | | 2006 | | | 24.70 | 23.95 | 0.75 | | 2005 | | | 19.59 | 15.23 | 4.36 | | 2004 | | | N/A | 16.23 | N/A | | 2003 | | | N/A | 33.83 | N/A | | 2002 | | | N/A | -19.15 | N/A | | 2001 | | | N/A | -24.05 | N/A | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.43 | 27.91 | 21.03 | N/A | | 2008 | -9.02 | 0.15 | -22.64 | -25.16 | | 2007 | 6.27 | 8.18 | 3.13 | -1.76 | | 2006 | 10.19 | -2.17 | 3.57 | 11.70 | | 2005 | 1.58 | 0.32 | 11.84 | 4.93 | | 2004 | N/A | N/A | -2.15 | 15.29 | | 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 | 45 | 268 | 16.79 | | 1-Month | 132 | 287 | 45.99 | | 3-Month | 28 | 284 | 9.86 | | 6-Month | 30 | 275 | 10.91 | | 1-Year | 41 | 268 | 15.30 | | 3-Year | 29 | 202 | 14.36 | | 5-Year | 12 | 153 | 7.84 |
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0.22% Nasdaq 
Performance
