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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.63% | | 5-Year Average Return: | 5.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.94% | |
Worst 1-Yr Total Return (2008): | -41.23% | |
Best 3-Yr Total Return (2004-6): | 18.12% | |
Worst 3-Yr Total Return (2006-8): | -5.64% |
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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 | TSWIX | Category | Diff | Index* | Diff | | Year To Date | 24.63 | 24.47 | 0.16 | 27.36 | -2.73 | | 1-Month | -1.49 | -2.54 | 1.05 | -1.25 | -0.24 | | 3-Month | 9.61 | 5.67 | 3.94 | 8.10 | 1.51 | | 1-Year | 28.58 | 25.04 | 3.54 | 27.71 | 0.87 | | 3-Year | -4.34 | -5.94 | 1.6 | -5.22 | 0.88 | | 5-Year | 5.57 | 4.57 | 1 | 5.10 | 0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.06 | 57.09 | 0.97 | 59.35 | -1.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.23 | -14.01 | -1.22 | -14.95 | -0.28 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.23 | -43.99 | 2.76 | | 2007 | | | 11.75 | 12.71 | -0.96 | | 2006 | | | 27.94 | 24.77 | 3.17 | | 2005 | | | 12.51 | 14.72 | -2.21 | | 2004 | | | 14.49 | 17.39 | -2.90 | | 2003 | | | 36.41 | 33.58 | 2.83 | | 2002 | | | -20.79 | -16.69 | -4.10 | | 2001 | | | -21.75 | -21.67 | -0.08 | | 2000 | | | -15.17 | -16.34 | 1.17 | | 1999 | | | 59.06 | 40.28 | 18.78 |
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| PAST QUARTERLY RETURNS (%) FOR
TSWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.19 | 24.59 | 19.74 | N/A | | 2008 | -7.85 | -0.19 | -21.12 | -19.00 | | 2007 | 2.58 | 6.94 | 2.45 | -0.56 | | 2006 | 9.59 | -0.29 | 4.48 | 12.07 | | 2005 | -1.47 | -1.28 | 11.47 | 3.78 | | 2004 | 1.92 | -0.78 | 0.08 | 13.14 | | 2003 | -8.12 | 19.20 | 7.81 | 15.53 | | 2002 | -0.43 | -3.26 | -21.31 | 4.51 | | 2001 | -14.02 | -2.64 | -17.94 | 13.91 | | 2000 | 7.48 | -6.92 | -8.87 | -6.95 | | 1999 | N/A | N/A | N/A | 27.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 405 | 827 | 48.97 | | 1-Month | 467 | 850 | 54.94 | | 3-Month | 59 | 847 | 6.97 | | 6-Month | 117 | 838 | 13.96 | | 1-Year | 244 | 803 | 30.39 | | 3-Year | 170 | 600 | 28.33 | | 5-Year | 130 | 466 | 27.90 |
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0.22% Nasdaq 
0.04 (0.30%) 
Performance
