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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.24% | | 5-Year Average Return: | 0.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.12% | |
Worst 1-Yr Total Return (2008): | -43.17% | |
Best 3-Yr Total Return (2005-7): | 12.22% | |
Worst 3-Yr Total Return (2006-8): | -10.46% |
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| 1-Year: | -11.10% | | 3-Year: | -4.81% | | 5-Year: | 2.09% | | 10-Year: | 0.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGSBX | Category | Diff | Index* | Diff | | Year To Date | 23.24 | 31.59 | -8.35 | 24.07 | -0.83 | | 1-Month | 4.65 | 4.49 | 0.16 | 6.00 | -1.35 | | 3-Month | 4.42 | 6.16 | -1.74 | 7.91 | -3.49 | | 1-Year | 25.96 | 35.24 | -9.28 | 25.39 | 0.57 | | 3-Year | -6.67 | -5.04 | -1.63 | -5.79 | -0.88 | | 5-Year | 0.46 | 1.47 | -1.01 | 0.71 | -0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.31 | 48.99 | -5.68 | 45.76 | -2.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.60 | -20.53 | -6.07 | -18.25 | -8.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.17 | -43.77 | 0.60 | | 2007 | | | 17.12 | 15.09 | 2.03 | | 2006 | | | 7.86 | 9.00 | -1.14 | | 2005 | | | 11.88 | 9.84 | 2.04 | | 2004 | | | 14.32 | 13.23 | 1.09 | | 2003 | | | 39.31 | 35.96 | 3.35 | | 2002 | | | -27.42 | -27.24 | -0.18 | | 2001 | | | -23.14 | -19.98 | -3.16 | | 2000 | | | -20.02 | -4.78 | -15.24 | | 1999 | | | 69.51 | 60.49 | 9.02 |
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| PAST QUARTERLY RETURNS (%) FOR
FGSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.02 | 16.38 | 13.90 | N/A | | 2008 | -10.13 | 7.33 | -21.15 | -25.28 | | 2007 | 5.35 | 8.98 | 2.98 | -0.93 | | 2006 | 9.33 | -7.01 | -0.60 | 6.73 | | 2005 | -0.72 | 3.14 | 7.01 | 2.10 | | 2004 | 4.96 | -0.47 | -1.96 | 11.61 | | 2003 | -2.80 | 18.87 | 7.07 | 12.61 | | 2002 | -1.41 | -13.93 | -16.72 | 2.70 | | 2001 | -20.56 | 6.74 | -19.92 | 13.19 | | 2000 | 12.81 | -13.76 | 4.08 | -21.01 | | 1999 | N/A | N/A | N/A | 41.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 678 | 827 | 81.98 | | 1-Month | 722 | 881 | 81.95 | | 3-Month | 826 | 879 | 93.97 | | 6-Month | 818 | 862 | 94.90 | | 1-Year | 597 | 825 | 72.36 | | 3-Year | 436 | 734 | 59.40 | | 5-Year | 353 | 632 | 55.85 |
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0.51% Nasdaq 
Performance
