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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.63% | | 5-Year Average Return: | 0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.35% | |
Worst 1-Yr Total Return (2008): | -35.96% | |
Best 3-Yr Total Return (2004-6): | 10.71% | |
Worst 3-Yr Total Return (2006-8): | -8.82% |
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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 | SWOSX | Category | Diff | Index* | Diff | | Year To Date | 16.63 | 21.65 | -5.02 | 17.05 | -0.42 | | 1-Month | -6.19 | -5.90 | -0.29 | -1.86 | -4.33 | | 3-Month | 2.29 | 2.07 | 0.22 | 5.48 | -3.19 | | 1-Year | 7.10 | 13.17 | -6.07 | 9.80 | -2.7 | | 3-Year | -7.16 | -7.45 | 0.29 | -7.02 | -0.14 | | 5-Year | 0.27 | 0.22 | 0.05 | 0.33 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.33 | 52.20 | -2.87 | 45.76 | 3.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.77 | -18.89 | -0.88 | -18.25 | -1.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWOSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.96 | -41.55 | 5.59 | | 2007 | | | 3.32 | 7.59 | -4.27 | | 2006 | | | 14.58 | 10.81 | 3.77 | | 2005 | | | 2.68 | 6.02 | -3.34 | | 2004 | | | 15.35 | 12.41 | 2.94 | | 2003 | | | 58.68 | 45.54 | 13.14 | | 2002 | | | -25.92 | -27.88 | 1.96 | | 2001 | | | -0.09 | -8.91 | 8.82 | | 2000 | | | -11.36 | -3.85 | -7.51 | | 1999 | | | 37.88 | 64.77 | -26.89 |
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| PAST QUARTERLY RETURNS (%) FOR
SWOSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.18 | 17.90 | 16.11 | N/A | | 2008 | -13.11 | 3.29 | -5.49 | -24.50 | | 2007 | 3.91 | 5.07 | -1.54 | -3.89 | | 2006 | 13.31 | -7.07 | -0.15 | 8.98 | | 2005 | -4.63 | 1.62 | 4.40 | 1.49 | | 2004 | 5.60 | 0.00 | -4.02 | 13.81 | | 2003 | -4.71 | 27.68 | 11.39 | 17.08 | | 2002 | 3.09 | -10.83 | -24.08 | 6.15 | | 2001 | -10.51 | 16.50 | -21.01 | 21.31 | | 2000 | 5.70 | -3.40 | 1.15 | -14.18 | | 1999 | N/A | N/A | N/A | 24.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 560 | 790 | 70.89 | | 1-Month | 557 | 820 | 67.93 | | 3-Month | 573 | 819 | 69.96 | | 6-Month | 688 | 800 | 86.00 | | 1-Year | 508 | 783 | 64.88 | | 3-Year | 286 | 669 | 42.75 | | 5-Year | 238 | 554 | 42.96 |
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0.04% Nasdaq 
0.63%
Performance
