|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.24% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2004): | 4.00% | |
Worst 1-Yr Total Return (2008): | 0.37% | |
Best 3-Yr Total Return (2004-6): | 3.33% | |
Worst 3-Yr Total Return (2006-8): | 1.97% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWNTX | Category | Diff | Index* | Diff | | Year To Date | 10.24 | 9.93 | 0.31 | 11.61 | -1.37 | | 1-Month | -1.44 | -1.98 | 0.54 | -2.10 | 0.66 | | 3-Month | 2.15 | 2.42 | -0.27 | 3.15 | -1 | | 1-Year | 12.60 | 11.08 | 1.52 | 13.60 | -1 | | 3-Year | 4.14 | 3.42 | 0.72 | 4.17 | -0.03 | | 5-Year | 3.64 | 3.14 | 0.5 | 4.15 | -0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.03 | 8.38 | -0.35 | 9.40 | -1.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.83 | 4.57 | 2.26 | 5.67 | 1.16 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWNTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.37 | -2.32 | 2.69 | | 2007 | | | 1.65 | 2.75 | -1.10 | | 2006 | | | 3.92 | 3.67 | 0.25 | | 2005 | | | 2.08 | 1.80 | 0.28 | | 2004 | | | 4.00 | 2.83 | 1.17 | | 2003 | | | 5.46 | 4.10 | 1.36 | | 2002 | | | 10.93 | 8.57 | 2.36 | | 2001 | | | 3.82 | 4.39 | -0.57 | | 2000 | | | 15.58 | 9.16 | 6.42 | | 1999 | | | -7.31 | -2.06 | -5.25 |
|
| PAST QUARTERLY RETURNS (%) FOR
SWNTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.92 | 2.14 | 5.37 | N/A | | 2008 | -0.59 | 0.67 | -0.84 | 1.15 | | 2007 | 0.53 | -1.09 | 1.23 | 0.98 | | 2006 | 0.02 | -0.08 | 3.04 | 0.91 | | 2005 | -0.65 | 2.17 | -0.23 | 0.80 | | 2004 | 1.74 | -2.21 | 3.47 | 1.02 | | 2003 | 1.70 | 2.56 | 0.08 | 1.03 | | 2002 | 1.23 | 3.80 | 5.29 | 0.26 | | 2001 | 1.37 | 0.42 | 2.93 | -0.90 | | 2000 | 4.32 | 1.49 | 2.46 | 6.55 | | 1999 | N/A | N/A | N/A | -2.21 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 104 | 262 | 39.69 | | 1-Month | 32 | 272 | 11.76 | | 3-Month | 116 | 272 | 42.65 | | 6-Month | 112 | 269 | 41.64 | | 1-Year | 43 | 260 | 16.54 | | 3-Year | 45 | 234 | 19.23 | | 5-Year | 34 | 209 | 16.27 |
|
|
|
|
|
0.34% Nasdaq 
Performance
