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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.96% | | 5-Year Average Return: | 6.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.53% | |
Worst 1-Yr Total Return (2008): | -47.35% | |
Best 3-Yr Total Return (2004-6): | 21.04% | |
Worst 3-Yr Total Return (2006-8): | -8.63% |
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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 | SWOIX | Category | Diff | Index* | Diff | | Year To Date | 43.96 | 34.98 | 8.98 | 29.91 | 14.05 | | 1-Month | 4.52 | 4.27 | 0.25 | 2.00 | 2.52 | | 3-Month | 9.09 | 8.00 | 1.09 | 4.58 | 4.51 | | 1-Year | 51.10 | 44.78 | 6.32 | 37.72 | 13.38 | | 3-Year | -2.99 | -4.43 | 1.44 | -5.52 | 2.53 | | 5-Year | 6.50 | 4.67 | 1.83 | 4.13 | 2.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.30 | 57.52 | 8.78 | 59.35 | 6.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.92 | -17.65 | 1.73 | -14.95 | -0.97 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWOIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.35 | -46.56 | -0.79 | | 2007 | | | 16.35 | 16.26 | 0.09 | | 2006 | | | 24.53 | 23.95 | 0.58 | | 2005 | | | 19.33 | 15.23 | 4.10 | | 2004 | | | 19.34 | 16.23 | 3.11 | | 2003 | | | 43.95 | 33.83 | 10.12 | | 2002 | | | -18.32 | -19.15 | 0.83 | | 2001 | | | -14.16 | -24.05 | 9.89 | | 2000 | | | -14.42 | -21.04 | 6.62 | | 1999 | | | 74.82 | 49.56 | 25.26 |
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| PAST QUARTERLY RETURNS (%) FOR
SWOIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.43 | 27.81 | 21.04 | N/A | | 2008 | -9.07 | 0.15 | -22.71 | -25.19 | | 2007 | 6.17 | 8.20 | 3.09 | -1.75 | | 2006 | 10.20 | -2.23 | 3.57 | 11.59 | | 2005 | 1.52 | 0.26 | 11.79 | 4.88 | | 2004 | 5.58 | 0.30 | -2.23 | 15.27 | | 2003 | -9.02 | 23.42 | 11.35 | 15.13 | | 2002 | 3.04 | -5.09 | -21.09 | 5.85 | | 2001 | -10.67 | 2.99 | -15.62 | 10.57 | | 2000 | 7.05 | -9.66 | -4.64 | -7.20 | | 1999 | N/A | N/A | N/A | 41.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 53 | 267 | 19.85 | | 1-Month | 91 | 286 | 31.82 | | 3-Month | 54 | 286 | 18.88 | | 6-Month | 27 | 274 | 9.85 | | 1-Year | 47 | 263 | 17.87 | | 3-Year | 36 | 203 | 17.73 | | 5-Year | 14 | 149 | 9.40 |
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0.51% Nasdaq 
Performance
