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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.47% | | 5-Year Average Return: | 0.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.76% | |
Worst 1-Yr Total Return (2008): | -34.68% | |
Best 3-Yr Total Return (2004-6): | 12.50% | |
Worst 3-Yr Total Return (2006-8): | -7.55% |
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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 | TSWEX | Category | Diff | Index* | Diff | | Year To Date | 11.47 | 18.65 | -7.18 | 17.05 | -5.58 | | 1-Month | -1.97 | -2.18 | 0.21 | -1.86 | -0.11 | | 3-Month | 3.62 | 5.08 | -1.46 | 5.48 | -1.86 | | 1-Year | 5.64 | 11.86 | -6.22 | 9.80 | -4.16 | | 3-Year | -6.86 | -6.78 | -0.08 | -7.02 | 0.16 | | 5-Year | 0.53 | 0.49 | 0.04 | 0.33 | 0.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.88 | 45.26 | -6.38 | 45.76 | -6.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.86 | -15.99 | -4.87 | -18.25 | -2.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSWEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.68 | -37.79 | 3.11 | | 2007 | | | 6.35 | 6.16 | 0.19 | | 2006 | | | 13.76 | 14.17 | -0.41 | | 2005 | | | 10.11 | 5.88 | 4.23 | | 2004 | | | 13.67 | 10.02 | 3.65 | | 2003 | | | 26.73 | 27.05 | -0.32 | | 2002 | | | -25.64 | -22.25 | -3.39 | | 2001 | | | -0.88 | -13.50 | 12.62 | | 2000 | | | 2.53 | -6.31 | 8.84 | | 1999 | | | 11.18 | 20.16 | -8.98 |
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| PAST QUARTERLY RETURNS (%) FOR
TSWEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.04 | 13.42 | 13.98 | N/A | | 2008 | -8.03 | -2.24 | -6.92 | -21.96 | | 2007 | 1.29 | 6.58 | 1.46 | -2.90 | | 2006 | 6.23 | -2.60 | 1.89 | 7.91 | | 2005 | 1.30 | -0.24 | 7.22 | 1.62 | | 2004 | 0.93 | 2.59 | 2.72 | 6.86 | | 2003 | -4.03 | 16.24 | 2.13 | 11.23 | | 2002 | 1.19 | -13.03 | -23.08 | 9.84 | | 2001 | -6.29 | 4.91 | -11.18 | 13.52 | | 2000 | 1.07 | -3.68 | 0.72 | 4.56 | | 1999 | N/A | N/A | N/A | 6.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1731 | 2013 | 85.99 | | 1-Month | 548 | 2110 | 25.97 | | 3-Month | 1400 | 2090 | 66.99 | | 6-Month | 1782 | 2049 | 86.97 | | 1-Year | 1426 | 1999 | 71.34 | | 3-Year | 671 | 1694 | 39.61 | | 5-Year | 463 | 1352 | 34.25 |
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0.22% Nasdaq 
Performance
