|
| Morningstar Return Rating: | Low | | Year to Date Return: | 1.56% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.33% | |
Worst 1-Yr Total Return (2008): | -8.10% | |
Best 3-Yr Total Return (2005-7): | 2.11% | |
Worst 3-Yr Total Return (2006-8): | -1.29% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SWYCX | Category | Diff | Index* | Diff | | Year To Date | 1.56 | 10.09 | -8.53 | 12.53 | -10.97 | | 1-Month | 0.05 | 0.76 | -0.71 | 0.83 | -0.78 | | 3-Month | 0.39 | 1.98 | -1.59 | 2.25 | -1.86 | | 1-Year | 1.53 | 9.79 | -8.26 | 14.17 | -12.64 | | 3-Year | -1.77 | 2.91 | -4.68 | 4.17 | -5.94 | | 5-Year | N/A | 3.19 | N/A | 4.50 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 0.54 | 6.96 | -6.42 | 9.40 | -8.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.11 | 2.98 | -1.87 | 5.67 | -4.56 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.10 | -3.59 | -4.51 | | 2007 | | | 1.29 | 2.50 | -1.21 | | 2006 | | | 3.33 | 3.71 | -0.38 | | 2005 | | | 1.74 | 1.89 | -0.15 | | 2004 | | | N/A | 2.57 | N/A | | 2003 | | | N/A | 3.27 | N/A | | 2002 | | | N/A | 7.66 | N/A | | 2001 | | | N/A | 4.42 | N/A | | 2000 | | | N/A | 11.07 | N/A | | 1999 | | | N/A | -2.78 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SWYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.04 | -0.07 | 0.48 | N/A | | 2008 | -8.73 | -0.17 | 0.57 | 0.29 | | 2007 | 0.80 | 0.64 | -0.14 | -0.01 | | 2006 | 0.80 | 0.83 | 0.87 | 0.79 | | 2005 | 0.22 | 0.56 | 0.59 | 0.36 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 77 | 77 | 100.00 | | 1-Month | 79 | 79 | 100.00 | | 3-Month | 56 | 79 | 70.89 | | 6-Month | 77 | 77 | 100.00 | | 1-Year | 64 | 77 | 83.12 | | 3-Year | 59 | 72 | 81.94 | | 5-Year | | 64 | N/A |
|
|
|
|
|
0.49% Nasdaq 
Performance
