|
| Morningstar Return Rating: | Average | | Year to Date Return: | 18.21% | | 5-Year Average Return: | 0.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.53% | |
Worst 1-Yr Total Return (2008): | -36.58% | |
Best 3-Yr Total Return (2004-6): | 11.34% | |
Worst 3-Yr Total Return (2006-8): | -8.25% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWTSX | Category | Diff | Index* | Diff | | Year To Date | 18.21 | 18.65 | -0.44 | 17.05 | 1.16 | | 1-Month | -2.37 | -2.18 | -0.19 | -1.86 | -0.51 | | 3-Month | 5.17 | 5.08 | 0.09 | 5.48 | -0.31 | | 1-Year | 10.92 | 11.86 | -0.94 | 9.80 | 1.12 | | 3-Year | -6.53 | -6.78 | 0.25 | -7.02 | 0.49 | | 5-Year | 0.98 | 0.49 | 0.49 | 0.33 | 0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.56 | 45.26 | 1.3 | 45.76 | 0.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.01 | -15.99 | -2.02 | -18.25 | 0.24 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWTSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.58 | -37.79 | 1.21 | | 2007 | | | 5.41 | 6.16 | -0.75 | | 2006 | | | 15.53 | 14.17 | 1.36 | | 2005 | | | 6.22 | 5.88 | 0.34 | | 2004 | | | 12.48 | 10.02 | 2.46 | | 2003 | | | 30.97 | 27.05 | 3.92 | | 2002 | | | -20.42 | -22.25 | 1.83 | | 2001 | | | -11.09 | -13.50 | 2.41 | | 2000 | | | -10.49 | -6.31 | -4.18 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SWTSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.29 | 16.24 | 16.12 | N/A | | 2008 | -9.42 | -1.70 | -8.04 | -22.54 | | 2007 | 1.31 | 6.03 | 1.26 | -3.09 | | 2006 | 5.19 | -1.82 | 4.48 | 7.06 | | 2005 | -2.26 | 2.41 | 3.77 | 2.26 | | 2004 | 2.56 | 1.33 | -1.73 | 10.14 | | 2003 | -3.03 | 16.00 | 3.51 | 12.49 | | 2002 | 1.11 | -12.22 | -16.54 | 7.43 | | 2001 | -12.58 | 7.64 | -15.85 | 12.29 | | 2000 | 3.59 | -4.38 | 0.35 | -9.95 | | 1999 | N/A | N/A | N/A | 18.20 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 905 | 2013 | 44.96 | | 1-Month | 1266 | 2110 | 60.00 | | 3-Month | 1233 | 2090 | 59.00 | | 6-Month | 1167 | 2049 | 56.95 | | 1-Year | 726 | 1999 | 36.32 | | 3-Year | 545 | 1694 | 32.17 | | 5-Year | 368 | 1352 | 27.22 |
|
|
|
|
|
0.22% Nasdaq 
Performance
