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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.31% | | 5-Year Average Return: | 1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.75% | |
Worst 1-Yr Total Return (2008): | -35.00% | |
Best 3-Yr Total Return (2004-6): | 12.60% | |
Worst 3-Yr Total Return (2006-8): | -8.63% |
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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 | SWSSX | Category | Diff | Index* | Diff | | Year To Date | 21.31 | 19.13 | 2.18 | 17.05 | 4.26 | | 1-Month | -6.31 | -5.65 | -0.66 | -1.86 | -4.45 | | 3-Month | 3.27 | 2.75 | 0.52 | 5.48 | -2.21 | | 1-Year | 11.98 | 11.45 | 0.53 | 9.80 | 2.18 | | 3-Year | -6.52 | -8.46 | 1.94 | -7.02 | 0.5 | | 5-Year | 1.66 | 0.52 | 1.14 | 0.33 | 1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.94 | 57.02 | 9.92 | 45.76 | 21.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.96 | -18.27 | 0.31 | -18.25 | 0.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.00 | -36.56 | 1.56 | | 2007 | | | 0.51 | -1.10 | 1.61 | | 2006 | | | 16.75 | 15.03 | 1.72 | | 2005 | | | 4.88 | 6.75 | -1.87 | | 2004 | | | 16.57 | 18.94 | -2.37 | | 2003 | | | 43.59 | 43.41 | 0.18 | | 2002 | | | -22.35 | -16.22 | -6.13 | | 2001 | | | -0.80 | 8.92 | -9.72 | | 2000 | | | 3.82 | 11.89 | -8.07 | | 1999 | | | 24.44 | 19.95 | 4.49 |
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| PAST QUARTERLY RETURNS (%) FOR
SWSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.06 | 25.57 | 21.41 | N/A | | 2008 | -8.64 | -1.06 | -1.69 | -26.86 | | 2007 | 3.49 | 4.98 | -3.14 | -4.49 | | 2006 | 11.95 | -4.36 | 0.20 | 8.83 | | 2005 | -4.74 | 4.40 | 4.58 | 0.84 | | 2004 | 3.65 | 1.11 | -2.54 | 14.13 | | 2003 | -6.77 | 24.42 | 8.15 | 14.46 | | 2002 | 1.03 | -10.01 | -18.84 | 5.23 | | 2001 | -10.29 | 15.90 | -20.26 | 19.65 | | 2000 | 5.65 | -1.69 | 2.48 | -2.47 | | 1999 | N/A | N/A | N/A | 18.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 198 | 641 | 30.89 | | 1-Month | 423 | 662 | 63.90 | | 3-Month | 280 | 652 | 42.94 | | 6-Month | 194 | 647 | 29.98 | | 1-Year | 181 | 630 | 28.73 | | 3-Year | 145 | 553 | 26.22 | | 5-Year | 129 | 452 | 28.54 |
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0.18% Nasdaq 0.00%
0.17 (1.07%) 
Performance
