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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.75% | | 5-Year Average Return: | 4.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.17% | |
Worst 1-Yr Total Return (2008): | -43.02% | |
Best 3-Yr Total Return (2004-6): | 18.14% | |
Worst 3-Yr Total Return (2006-8): | -7.14% |
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| 1-Year: | -2.61% | | 3-Year: | -4.88% | | 5-Year: | 4.13% | | 10-Year: | 2.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWRLX | Category | Diff | Index* | Diff | | Year To Date | 25.75 | 24.47 | 1.28 | 27.36 | -1.61 | | 1-Month | -1.87 | -2.54 | 0.67 | -1.25 | -0.62 | | 3-Month | 6.06 | 5.67 | 0.39 | 8.10 | -2.04 | | 1-Year | 26.70 | 25.04 | 1.66 | 27.71 | -1.01 | | 3-Year | -4.94 | -5.94 | 1 | -5.22 | 0.28 | | 5-Year | 4.07 | 4.57 | -0.5 | 5.10 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.35 | 57.09 | 0.26 | 59.35 | -2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.85 | -14.01 | -0.84 | -14.95 | 0.1 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWRLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.02 | -43.99 | 0.97 | | 2007 | | | 13.18 | 12.71 | 0.47 | | 2006 | | | 24.17 | 24.77 | -0.60 | | 2005 | | | 10.43 | 14.72 | -4.29 | | 2004 | | | 20.26 | 17.39 | 2.87 | | 2003 | | | 32.04 | 33.58 | -1.54 | | 2002 | | | -11.84 | -16.69 | 4.85 | | 2001 | | | -16.16 | -21.67 | 5.51 | | 2000 | | | -9.29 | -16.34 | 7.05 | | 1999 | | | 27.33 | 40.28 | -12.95 |
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| PAST QUARTERLY RETURNS (%) FOR
SWRLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.92 | 24.26 | 18.42 | N/A | | 2008 | -7.74 | -2.64 | -20.70 | -20.00 | | 2007 | 3.32 | 5.72 | 4.29 | -0.65 | | 2006 | 10.41 | 0.00 | 2.59 | 9.62 | | 2005 | -0.34 | -1.66 | 9.18 | 3.21 | | 2004 | 3.05 | 2.43 | 0.19 | 13.71 | | 2003 | -8.69 | 17.09 | 5.80 | 16.72 | | 2002 | 4.43 | 0.51 | -20.80 | 6.05 | | 2001 | -9.66 | 1.82 | -13.66 | 5.57 | | 2000 | -1.92 | 0.29 | -6.73 | -1.12 | | 1999 | N/A | N/A | N/A | 16.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 322 | 827 | 38.94 | | 1-Month | 42 | 850 | 4.94 | | 3-Month | 135 | 847 | 15.94 | | 6-Month | 368 | 838 | 43.91 | | 1-Year | 194 | 803 | 24.16 | | 3-Year | 185 | 600 | 30.83 | | 5-Year | 215 | 466 | 46.14 |
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0.22% Nasdaq 
0.03 (0.19%) 
Performance
