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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.20% | | 5-Year Average Return: | -0.73% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.23% | |
Worst 1-Yr Total Return (2008): | -38.22% | |
Best 3-Yr Total Return (2004-6): | 18.65% | |
Worst 3-Yr Total Return (2006-8): | -13.40% |
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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 | SWSCX | Category | Diff | Index* | Diff | | Year To Date | 15.20 | 19.13 | -3.93 | 17.05 | -1.85 | | 1-Month | -7.63 | -5.65 | -1.98 | -1.86 | -5.77 | | 3-Month | 0.72 | 2.75 | -2.03 | 5.48 | -4.76 | | 1-Year | 5.65 | 11.45 | -5.8 | 9.80 | -4.15 | | 3-Year | -12.42 | -8.46 | -3.96 | -7.02 | -5.4 | | 5-Year | -0.73 | 0.52 | -1.25 | 0.33 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.02 | 57.02 | -1 | 45.76 | 10.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.06 | -18.27 | -4.79 | -18.25 | -4.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.22 | -36.56 | -1.66 | | 2007 | | | -8.45 | -1.10 | -7.35 | | 2006 | | | 14.82 | 15.03 | -0.21 | | 2005 | | | 17.11 | 6.75 | 10.36 | | 2004 | | | 24.23 | 18.94 | 5.29 | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.44 | 20.55 | 19.52 | N/A | | 2008 | -9.39 | -0.28 | -7.84 | -25.80 | | 2007 | 1.42 | 4.80 | -8.81 | -5.56 | | 2006 | 9.82 | -2.91 | 0.00 | 7.68 | | 2005 | 0.93 | 5.87 | 5.87 | 3.52 | | 2004 | 7.50 | 3.64 | -1.43 | 13.13 | | 2003 | N/A | N/A | N/A | 18.14 | | 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 | 358 | 641 | 55.85 | | 1-Month | 496 | 662 | 74.92 | | 3-Month | 443 | 652 | 67.94 | | 6-Month | 511 | 647 | 78.98 | | 1-Year | 326 | 630 | 51.75 | | 3-Year | 377 | 553 | 68.17 | | 5-Year | 249 | 452 | 55.09 |
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0.22% Nasdaq 
Performance
