|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.01% | | 5-Year Average Return: | 2.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.93% | |
Worst 1-Yr Total Return (2008): | -37.70% | |
Best 3-Yr Total Return (2004-6): | 13.18% | |
Worst 3-Yr Total Return (2006-8): | -5.80% |
|
| 1-Year: | -8.88% | | 3-Year: | -3.43% | | 5-Year: | 3.36% | | 10-Year: | 4.17% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GATBX | Category | Diff | Index* | Diff | | Year To Date | 26.01 | 30.74 | -4.73 | 24.07 | 1.94 | | 1-Month | 5.15 | 4.28 | 0.87 | 6.00 | -0.85 | | 3-Month | 8.33 | 5.45 | 2.88 | 7.91 | 0.42 | | 1-Year | 30.36 | 36.41 | -6.05 | 25.39 | 4.97 | | 3-Year | -4.01 | -6.04 | 2.03 | -5.79 | 1.78 | | 5-Year | 2.59 | 0.99 | 1.6 | 0.71 | 1.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.28 | 54.55 | -4.27 | 45.76 | 4.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -16.09 | -2.57 | -18.25 | -0.41 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GATBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.70 | -39.18 | 1.48 | | 2007 | | | 10.93 | 4.85 | 6.08 | | 2006 | | | 20.93 | 14.03 | 6.90 | | 2005 | | | 3.69 | 9.25 | -5.56 | | 2004 | | | 15.63 | 16.30 | -0.67 | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
GATBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.21 | 18.93 | 17.57 | N/A | | 2008 | -9.96 | -1.52 | -10.03 | -21.90 | | 2007 | 3.83 | 7.03 | 1.96 | -2.10 | | 2006 | 7.16 | 0.73 | 2.71 | 9.07 | | 2005 | -0.73 | 1.84 | 3.10 | -0.52 | | 2004 | 2.81 | 1.64 | -1.87 | 12.76 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 342 | 450 | 76.00 | | 1-Month | 330 | 479 | 68.89 | | 3-Month | 95 | 476 | 19.96 | | 6-Month | 155 | 472 | 32.84 | | 1-Year | 311 | 450 | 69.11 | | 3-Year | 112 | 367 | 30.52 | | 5-Year | 81 | 293 | 27.65 |
|
|
|
|
|
0.20% Nasdaq 
Performance
