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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.95% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.03% | |
Worst 1-Yr Total Return (2008): | -39.27% | |
Best 3-Yr Total Return (2006-8): | -10.57% | |
Worst 3-Yr Total Return (2006-8): | -10.57% |
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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 | SWPSX | Category | Diff | Index* | Diff | | Year To Date | 12.95 | 18.65 | -5.7 | 17.05 | -4.1 | | 1-Month | -3.75 | -2.18 | -1.57 | -1.86 | -1.89 | | 3-Month | 3.30 | 5.08 | -1.78 | 5.48 | -2.18 | | 1-Year | 6.01 | 11.86 | -5.85 | 9.80 | -3.79 | | 3-Year | -9.81 | -6.78 | -3.03 | -7.02 | -2.79 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.19 | 45.26 | -5.07 | 45.76 | -5.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.69 | -15.99 | -7.7 | -18.25 | -5.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.27 | -37.79 | -1.48 | | 2007 | | | 3.29 | 6.16 | -2.87 | | 2006 | | | 14.03 | 14.17 | -0.14 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.48 | 15.69 | 14.60 | N/A | | 2008 | -10.37 | -1.79 | -8.95 | -24.22 | | 2007 | 1.62 | 5.10 | -1.38 | -1.95 | | 2006 | 5.81 | -2.41 | 3.58 | 6.62 | | 2005 | N/A | 4.02 | 5.79 | 4.07 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1690 | 2013 | 83.95 | | 1-Month | 2025 | 2110 | 95.97 | | 3-Month | 1901 | 2090 | 90.96 | | 6-Month | 1782 | 2049 | 86.97 | | 1-Year | 1391 | 1999 | 69.58 | | 3-Year | 1227 | 1694 | 72.43 | | 5-Year | | 1352 | N/A |
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0.39% Nasdaq 
Performance
