|
| Morningstar Return Rating: | Average | | Year to Date Return: | 20.20% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.86% | |
Worst 1-Yr Total Return (2008): | -35.96% | |
Best 3-Yr Total Return (2005-7): | 6.93% | |
Worst 3-Yr Total Return (2006-8): | -8.68% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWMSX | Category | Diff | Index* | Diff | | Year To Date | 20.20 | 25.65 | -5.45 | 24.07 | -3.87 | | 1-Month | 2.85 | 3.38 | -0.53 | 6.00 | -3.15 | | 3-Month | 2.85 | 3.71 | -0.86 | 7.91 | -5.06 | | 1-Year | 24.70 | 31.83 | -7.13 | 25.39 | -0.69 | | 3-Year | -6.96 | -7.28 | 0.32 | -5.79 | -1.17 | | 5-Year | -0.40 | -0.38 | -0.02 | 0.71 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.48 | 53.06 | -3.58 | 45.76 | 3.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.65 | -19.68 | 0.03 | -18.25 | -1.4 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.96 | -41.55 | 5.59 | | 2007 | | | 3.54 | 7.59 | -4.05 | | 2006 | | | 14.86 | 10.81 | 4.05 | | 2005 | | | 2.82 | 6.02 | -3.20 | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SWMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.99 | 17.73 | 16.32 | N/A | | 2008 | -13.07 | 3.26 | -5.44 | -24.55 | | 2007 | 3.89 | 5.12 | -1.45 | -3.79 | | 2006 | 13.34 | -6.98 | -0.07 | 9.02 | | 2005 | -4.63 | 1.69 | 4.39 | 1.56 | | 2004 | N/A | N/A | -4.01 | 13.88 | | 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 | 597 | 786 | 75.95 | | 1-Month | 734 | 816 | 89.95 | | 3-Month | 619 | 815 | 75.95 | | 6-Month | 657 | 802 | 81.92 | | 1-Year | 544 | 781 | 69.65 | | 3-Year | 295 | 667 | 44.23 | | 5-Year | 249 | 563 | 44.23 |
|
|
|
|
|
0.51% Nasdaq 
Performance
