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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.53% | | 5-Year Average Return: | 0.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.11% | |
Worst 1-Yr Total Return (2008): | -37.78% | |
Best 3-Yr Total Return (2004-6): | 12.43% | |
Worst 3-Yr Total Return (2006-8): | -10.52% |
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| 1-Year: | -15.37% | | 3-Year: | -7.16% | | 5-Year: | 0.61% | | 10-Year: | 5.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GASCX | Category | Diff | Index* | Diff | | Year To Date | 19.53 | 19.13 | 0.4 | 17.05 | 2.48 | | 1-Month | -4.12 | -5.65 | 1.53 | -1.86 | -2.26 | | 3-Month | 3.43 | 2.75 | 0.68 | 5.48 | -2.05 | | 1-Year | 11.30 | 11.45 | -0.15 | 9.80 | 1.5 | | 3-Year | -8.39 | -8.46 | 0.07 | -7.02 | -1.37 | | 5-Year | 0.66 | 0.52 | 0.14 | 0.33 | 0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.07 | 57.02 | -5.95 | 45.76 | 5.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.34 | -18.27 | -7.07 | -18.25 | -7.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GASCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.78 | -36.56 | -1.22 | | 2007 | | | 1.92 | -1.10 | 3.02 | | 2006 | | | 12.98 | 15.03 | -2.05 | | 2005 | | | 9.26 | 6.75 | 2.51 | | 2004 | | | 15.11 | 18.94 | -3.83 | | 2003 | | | 23.97 | 43.41 | -19.44 | | 2002 | | | -14.05 | -16.22 | 2.17 | | 2001 | | | 12.13 | 8.92 | 3.21 | | 2000 | | | 15.08 | 11.89 | 3.19 | | 1999 | | | 21.15 | 19.95 | 1.20 |
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| PAST QUARTERLY RETURNS (%) FOR
GASCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.87 | 21.25 | 15.35 | N/A | | 2008 | -8.13 | 2.63 | -8.37 | -27.97 | | 2007 | 3.32 | 5.20 | -1.59 | -4.72 | | 2006 | 12.63 | -6.88 | 0.31 | 7.39 | | 2005 | -1.03 | 4.79 | 3.97 | 1.33 | | 2004 | 6.01 | 0.78 | -3.88 | 12.09 | | 2003 | -9.42 | 14.37 | 4.71 | 14.29 | | 2002 | 2.58 | -2.73 | -15.27 | 1.65 | | 2001 | -5.61 | 14.08 | -9.31 | 14.82 | | 2000 | 9.47 | -4.47 | 2.64 | 7.21 | | 1999 | N/A | N/A | N/A | 19.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 256 | 641 | 39.94 | | 1-Month | 139 | 662 | 21.00 | | 3-Month | 149 | 652 | 22.85 | | 6-Month | 271 | 647 | 41.89 | | 1-Year | 240 | 630 | 38.10 | | 3-Year | 224 | 553 | 40.51 | | 5-Year | 175 | 452 | 38.72 |
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