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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.52% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.63% | |
Worst 1-Yr Total Return (2008): | -1.97% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SWRSX | Category | Diff | Index* | Diff | | Year To Date | 11.52 | 13.16 | -1.64 | 7.61 | 3.91 | | 1-Month | 2.50 | 2.46 | 0.04 | 1.29 | 1.21 | | 3-Month | 5.97 | 5.93 | 0.04 | 2.86 | 3.11 | | 1-Year | 17.53 | 19.71 | -2.18 | 11.63 | 5.9 | | 3-Year | 5.86 | 5.21 | 0.65 | 6.40 | -0.54 | | 5-Year | N/A | 4.84 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.04 | 10.77 | -1.73 | 7.06 | 1.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.60 | -1.77 | 0.17 | 7.94 | -9.54 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWRSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.97 | -4.08 | 2.11 | | 2007 | | | 10.63 | 9.86 | 0.77 | | 2006 | | | N/A | 0.09 | N/A | | 2005 | | | N/A | 2.09 | N/A | | 2004 | | | N/A | 7.48 | N/A | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWRSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.08 | 0.30 | 2.81 | N/A | | 2008 | 5.11 | -0.56 | -3.53 | -2.79 | | 2007 | 2.35 | -0.79 | 4.14 | 4.62 | | 2006 | N/A | 0.79 | 2.39 | -0.93 | | 2005 | N/A | N/A | N/A | N/A | | 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 | 116 | 158 | 73.42 | | 1-Month | 92 | 163 | 56.44 | | 3-Month | 64 | 160 | 40.00 | | 6-Month | 120 | 159 | 75.47 | | 1-Year | 104 | 157 | 66.24 | | 3-Year | 53 | 138 | 38.41 | | 5-Year | | 86 | N/A |
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0.51% Nasdaq 
0.04 (0.38%) 
Performance
