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| Morningstar Return Rating: | Low | | Year to Date Return: | -9.57% | | 5-Year Average Return: | -8.71% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 5.62% | |
Worst 1-Yr Total Return (2008): | -35.40% | |
Best 3-Yr Total Return (2004-6): | 3.80% | |
Worst 3-Yr Total Return (2006-8): | -12.27% |
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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 | SWYSX | Category | Diff | Index* | Diff | | Year To Date | -9.57 | 7.47 | -17.04 | 6.24 | -15.81 | | 1-Month | 1.33 | 0.61 | 0.72 | 0.49 | 0.84 | | 3-Month | 3.48 | 1.92 | 1.56 | 2.60 | 0.88 | | 1-Year | -14.57 | 4.56 | -19.13 | 13.79 | -28.36 | | 3-Year | -16.41 | 0.77 | -17.18 | 6.35 | -22.76 | | 5-Year | -8.71 | 1.83 | -10.54 | 5.05 | -13.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.96 | 5.89 | -3.93 | 7.06 | -5.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.73 | -0.08 | -18.65 | 7.94 | -26.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWYSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.40 | -7.89 | -27.51 | | 2007 | | | -1.04 | 2.42 | -3.46 | | 2006 | | | 5.62 | 4.70 | 0.92 | | 2005 | | | 3.44 | 2.53 | 0.91 | | 2004 | | | 2.37 | 1.27 | 1.10 | | 2003 | | | 3.04 | 1.75 | 1.29 | | 2002 | | | 2.82 | 2.90 | -0.08 | | 2001 | | | 6.05 | 5.53 | 0.52 | | 2000 | | | 5.87 | 6.82 | -0.95 | | 1999 | | | N/A | 4.39 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWYSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.02 | 3.89 | 1.08 | N/A | | 2008 | -19.83 | -11.59 | -2.00 | -6.98 | | 2007 | 1.40 | 1.14 | -1.00 | -2.53 | | 2006 | 1.26 | 1.21 | 1.50 | 1.53 | | 2005 | 0.65 | 0.90 | 0.93 | 0.93 | | 2004 | 0.73 | 0.21 | 0.89 | 0.52 | | 2003 | 0.91 | 0.80 | 0.31 | 0.99 | | 2002 | 0.69 | 0.80 | 0.16 | 1.15 | | 2001 | 2.34 | 1.57 | 2.01 | 0.00 | | 2000 | 1.41 | 1.22 | 2.08 | 1.03 | | 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 | 122 | 122 | 100.00 | | 1-Month | 8 | 124 | 6.45 | | 3-Month | 22 | 124 | 17.74 | | 6-Month | 28 | 122 | 22.95 | | 1-Year | 103 | 122 | 84.43 | | 3-Year | 95 | 114 | 83.33 | | 5-Year | 86 | 101 | 85.15 |
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0.34% Nasdaq 0.00%
Performance
