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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.87% | | 5-Year Average Return: | 0.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.67% | |
Worst 1-Yr Total Return (2008): | -36.72% | |
Best 3-Yr Total Return (2004-6): | 10.30% | |
Worst 3-Yr Total Return (2006-8): | -8.26% |
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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 | SWPPX | Category | Diff | Index* | Diff | | Year To Date | 16.87 | 18.65 | -1.78 | 17.05 | -0.18 | | 1-Month | -1.87 | -2.18 | 0.31 | -1.86 | -0.01 | | 3-Month | 5.37 | 5.08 | 0.29 | 5.48 | -0.11 | | 1-Year | 9.81 | 11.86 | -2.05 | 9.80 | 0.01 | | 3-Year | -6.95 | -6.78 | -0.17 | -7.02 | 0.07 | | 5-Year | 0.34 | 0.49 | -0.15 | 0.33 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.53 | 45.26 | 0.27 | 45.76 | -0.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.04 | -15.99 | -2.05 | -18.25 | 0.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWPPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.72 | -37.79 | 1.07 | | 2007 | | | 5.50 | 6.16 | -0.66 | | 2006 | | | 15.67 | 14.17 | 1.50 | | 2005 | | | 4.79 | 5.88 | -1.09 | | 2004 | | | 10.70 | 10.02 | 0.68 | | 2003 | | | 28.47 | 27.05 | 1.42 | | 2002 | | | -22.17 | -22.25 | 0.08 | | 2001 | | | -12.04 | -13.50 | 1.46 | | 2000 | | | -9.17 | -6.31 | -2.86 | | 1999 | | | 20.78 | 20.16 | 0.62 |
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| PAST QUARTERLY RETURNS (%) FOR
SWPPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.98 | 15.81 | 15.53 | N/A | | 2008 | -9.48 | -2.78 | -8.06 | -21.80 | | 2007 | 0.64 | 6.26 | 2.09 | -3.37 | | 2006 | 4.21 | -1.45 | 5.67 | 6.59 | | 2005 | -2.14 | 1.31 | 3.56 | 2.06 | | 2004 | 1.63 | 1.66 | -1.86 | 9.17 | | 2003 | -3.17 | 15.31 | 2.64 | 12.10 | | 2002 | 0.23 | -13.41 | -17.31 | 8.45 | | 2001 | -11.88 | 5.79 | -14.69 | 10.60 | | 2000 | 2.25 | -2.72 | -0.98 | -7.78 | | 1999 | N/A | N/A | N/A | 14.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1147 | 2013 | 56.98 | | 1-Month | 569 | 2110 | 26.97 | | 3-Month | 689 | 2090 | 32.97 | | 6-Month | 922 | 2049 | 45.00 | | 1-Year | 911 | 1999 | 45.57 | | 3-Year | 640 | 1694 | 37.78 | | 5-Year | 522 | 1352 | 38.61 |
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1.00% Nasdaq 
Performance
