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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.86% | | 5-Year Average Return: | -0.74% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 18.55% | |
Worst 1-Yr Total Return (2008): | -49.06% | |
Best 3-Yr Total Return (2005-7): | 8.93% | |
Worst 3-Yr Total Return (2006-8): | -12.69% |
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| 1-Year: | -0.65% | | 3-Year: | -3.82% | | 5-Year: | 1.16% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GBGTX | Category | Diff | Index* | Diff | | Year To Date | 42.86 | 51.81 | -8.95 | 24.07 | 18.79 | | 1-Month | 4.65 | 5.12 | -0.47 | 6.00 | -1.35 | | 3-Month | 8.87 | 7.87 | 1 | 7.91 | 0.96 | | 1-Year | 42.86 | 57.69 | -14.83 | 25.39 | 17.47 | | 3-Year | -5.31 | -1.61 | -3.7 | -5.79 | 0.48 | | 5-Year | -0.74 | 2.56 | -3.3 | 0.71 | -1.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.49 | 59.60 | -6.11 | 45.76 | 7.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.42 | -9.33 | -9.09 | -18.25 | -0.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GBGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.06 | -45.33 | -3.73 | | 2007 | | | 18.55 | 16.12 | 2.43 | | 2006 | | | 10.20 | 7.08 | 3.12 | | 2005 | | | -1.05 | 5.76 | -6.81 | | 2004 | | | 3.26 | 4.24 | -0.98 | | 2003 | | | 50.20 | 55.77 | -5.57 | | 2002 | | | -43.94 | -42.86 | -1.08 | | 2001 | | | -42.42 | -36.89 | -5.53 | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GBGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.65 | 15.98 | 17.33 | N/A | | 2008 | -16.71 | -2.91 | -15.67 | -25.30 | | 2007 | 3.40 | 9.15 | 4.30 | 0.70 | | 2006 | 6.65 | -11.47 | 8.17 | 7.90 | | 2005 | -14.47 | 3.08 | 7.46 | 4.44 | | 2004 | 2.72 | -2.91 | -11.44 | 16.92 | | 2003 | -0.82 | 24.69 | 11.55 | 8.88 | | 2002 | -8.24 | -25.94 | -23.57 | 7.93 | | 2001 | -41.63 | 23.93 | -32.42 | 17.79 | | 2000 | N/A | N/A | 28.30 | -36.11 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 165 | 215 | 76.74 | | 1-Month | 84 | 229 | 36.68 | | 3-Month | 93 | 229 | 40.61 | | 6-Month | 47 | 217 | 21.66 | | 1-Year | 134 | 207 | 64.73 | | 3-Year | 141 | 198 | 71.21 | | 5-Year | 123 | 186 | 66.13 |
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