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| Morningstar Return Rating: | Low | | Year to Date Return: | -9.48% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.30% | |
Worst 1-Yr Total Return (2008): | -8.49% | |
Best 3-Yr Total Return (2005-7): | 2.29% | |
Worst 3-Yr Total Return (2006-8): | -1.30% |
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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 | SWYTX | Category | Diff | Index* | Diff | | Year To Date | -9.48 | 4.80 | -14.28 | 11.61 | -21.09 | | 1-Month | -2.36 | -0.61 | -1.75 | -2.10 | -0.26 | | 3-Month | -1.90 | 0.71 | -2.61 | 3.15 | -5.05 | | 1-Year | -12.18 | 5.35 | -17.53 | 13.60 | -25.78 | | 3-Year | -5.35 | 3.05 | -8.4 | 4.17 | -9.52 | | 5-Year | N/A | 2.63 | N/A | 4.15 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | -6.20 | 3.41 | -9.61 | 9.40 | -15.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.14 | 2.90 | -15.04 | 5.67 | -17.81 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SWYTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.49 | 0.86 | -9.35 | | 2007 | | | 1.71 | 3.31 | -1.60 | | 2006 | | | 3.30 | 2.95 | 0.35 | | 2005 | | | 1.87 | 1.21 | 0.66 | | 2004 | | | N/A | 1.19 | N/A | | 2003 | | | N/A | 2.44 | N/A | | 2002 | | | N/A | 5.39 | N/A | | 2001 | | | N/A | 4.77 | N/A | | 2000 | | | N/A | 5.87 | N/A | | 1999 | | | N/A | 0.74 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SWYTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.73 | -5.82 | 0.17 | N/A | | 2008 | -4.88 | 0.61 | -0.09 | -4.29 | | 2007 | 0.50 | 0.75 | -0.02 | 0.46 | | 2006 | 0.59 | 0.75 | 1.00 | 0.92 | | 2005 | 0.14 | 0.70 | 0.50 | 0.53 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 136 | 139 | 97.84 | | 1-Month | 150 | 152 | 98.68 | | 3-Month | 147 | 150 | 98.00 | | 6-Month | 140 | 143 | 97.90 | | 1-Year | 106 | 133 | 79.70 | | 3-Year | 99 | 123 | 80.49 | | 5-Year | | 117 | N/A |
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