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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.14% | | 5-Year Average Return: | 1.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.44% | |
Worst 1-Yr Total Return (2008): | -22.00% | |
Best 3-Yr Total Return (2004-6): | 7.92% | |
Worst 3-Yr Total Return (2006-8): | -3.99% |
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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 | SWOBX | Category | Diff | Index* | Diff | | Year To Date | 10.14 | 18.16 | -8.02 | N/A | N/A | | 1-Month | -1.96 | -1.24 | -0.72 | N/A | N/A | | 3-Month | 3.52 | 4.71 | -1.19 | N/A | N/A | | 1-Year | 9.45 | 15.73 | -6.28 | N/A | N/A | | 3-Year | -2.66 | -2.66 | 0 | N/A | N/A | | 5-Year | 1.76 | 2.10 | -0.34 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.43 | 33.32 | -6.89 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.02 | -8.51 | -0.51 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.00 | -28.00 | 6.00 | | 2007 | | | 4.63 | 5.99 | -1.36 | | 2006 | | | 8.44 | 11.29 | -2.85 | | 2005 | | | 4.96 | 5.13 | -0.17 | | 2004 | | | 10.44 | 8.86 | 1.58 | | 2003 | | | 23.21 | 20.35 | 2.86 | | 2002 | | | -9.48 | -12.02 | 2.54 | | 2001 | | | -4.97 | -5.05 | 0.08 | | 2000 | | | -5.16 | 1.82 | -6.98 | | 1999 | | | 25.77 | 10.71 | 15.06 |
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| PAST QUARTERLY RETURNS (%) FOR
SWOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.06 | 9.02 | 10.88 | N/A | | 2008 | -7.11 | -0.77 | -4.42 | -11.45 | | 2007 | 2.79 | 2.56 | 0.44 | -1.20 | | 2006 | 3.63 | -2.97 | 3.14 | 4.56 | | 2005 | -0.56 | 2.00 | 2.66 | 0.79 | | 2004 | 3.23 | -0.76 | -0.43 | 8.27 | | 2003 | -0.74 | 11.02 | 2.89 | 8.67 | | 2002 | 0.28 | -6.04 | -8.84 | 5.37 | | 2001 | -6.24 | 4.32 | -10.97 | 9.14 | | 2000 | 3.87 | -3.94 | 0.66 | -5.57 | | 1999 | N/A | N/A | N/A | 18.58 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1150 | 1211 | 94.96 | | 1-Month | 1169 | 1258 | 92.93 | | 3-Month | 1055 | 1256 | 84.00 | | 6-Month | 1110 | 1220 | 90.98 | | 1-Year | 835 | 1204 | 69.35 | | 3-Year | 371 | 950 | 39.05 | | 5-Year | 373 | 796 | 46.86 |
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0.21% Nasdaq 
0.12 (1.15%) 
Performance
