|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.02% | | 5-Year Average Return: | 4.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.92% | |
Worst 1-Yr Total Return (2008): | -3.75% | |
Best 3-Yr Total Return (2005-7): | 3.68% | |
Worst 3-Yr Total Return (2006-8): | 1.88% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSWFX | Category | Diff | Index* | Diff | | Year To Date | 14.02 | 13.54 | 0.48 | 6.24 | 7.78 | | 1-Month | 0.61 | 0.89 | -0.28 | 0.49 | 0.12 | | 3-Month | 3.86 | 4.14 | -0.28 | 2.60 | 1.26 | | 1-Year | 22.23 | 17.86 | 4.37 | 13.79 | 8.44 | | 3-Year | 5.02 | 4.54 | 0.48 | 6.35 | -1.33 | | 5-Year | 4.15 | 3.85 | 0.3 | 5.05 | -0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.43 | 13.81 | 0.62 | 7.06 | 7.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.88 | 6.49 | 1.39 | 7.94 | -0.06 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSWFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.75 | -4.70 | 0.95 | | 2007 | | | 4.71 | 4.70 | 0.01 | | 2006 | | | 4.92 | 4.15 | 0.77 | | 2005 | | | 1.45 | 1.80 | -0.35 | | 2004 | | | 3.75 | 3.91 | -0.16 | | 2003 | | | 3.42 | 5.10 | -1.68 | | 2002 | | | 9.73 | 8.04 | 1.69 | | 2001 | | | 6.00 | 7.64 | -1.64 | | 2000 | | | 10.58 | 9.44 | 1.14 | | 1999 | | | -2.68 | -1.35 | -1.33 |
|
| PAST QUARTERLY RETURNS (%) FOR
TSWFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.78 | 5.82 | 6.28 | N/A | | 2008 | 2.07 | -1.46 | -8.89 | 5.03 | | 2007 | 1.39 | -0.50 | 2.00 | 1.75 | | 2006 | -0.29 | -0.17 | 3.83 | 1.52 | | 2005 | -0.80 | 2.57 | -0.66 | 0.36 | | 2004 | 2.65 | -2.63 | 2.82 | 0.95 | | 2003 | 1.22 | 2.84 | -0.65 | -0.01 | | 2002 | -0.54 | 3.74 | 5.52 | 0.78 | | 2001 | 2.60 | 0.24 | 4.28 | -1.16 | | 2000 | 2.07 | 1.10 | 3.04 | 3.99 | | 1999 | N/A | N/A | N/A | -0.47 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 471 | 1122 | 41.98 | | 1-Month | 826 | 1164 | 70.96 | | 3-Month | 634 | 1154 | 54.94 | | 6-Month | 487 | 1133 | 42.98 | | 1-Year | 218 | 1113 | 19.59 | | 3-Year | 426 | 957 | 44.51 | | 5-Year | 363 | 845 | 42.96 |
|
|
|
|
|
0.77% Nasdaq 
0.02 (0.20%) 
Performance
