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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.59% | | 5-Year Average Return: | -0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.27% | |
Worst 1-Yr Total Return (2008): | -38.13% | |
Best 3-Yr Total Return (2004-6): | 11.58% | |
Worst 3-Yr Total Return (2006-8): | -11.12% |
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| 1-Year: | -14.03% | | 3-Year: | -6.37% | | 5-Year: | 1.07% | | 10-Year: | 5.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GBSCX | Category | Diff | Index* | Diff | | Year To Date | 18.59 | 19.13 | -0.54 | 17.05 | 1.54 | | 1-Month | -4.19 | -5.65 | 1.46 | -1.86 | -2.33 | | 3-Month | 3.21 | 2.75 | 0.46 | 5.48 | -2.27 | | 1-Year | 10.45 | 11.45 | -1 | 9.80 | 0.65 | | 3-Year | -9.07 | -8.46 | -0.61 | -7.02 | -2.05 | | 5-Year | -0.07 | 0.52 | -0.59 | 0.33 | -0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.51 | 57.02 | -6.51 | 45.76 | 4.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.84 | -18.27 | -7.57 | -18.25 | -7.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GBSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.13 | -36.56 | -1.57 | | 2007 | | | 1.20 | -1.10 | 2.30 | | 2006 | | | 12.15 | 15.03 | -2.88 | | 2005 | | | 8.40 | 6.75 | 1.65 | | 2004 | | | 14.27 | 18.94 | -4.67 | | 2003 | | | 23.06 | 43.41 | -20.35 | | 2002 | | | -14.69 | -16.22 | 1.53 | | 2001 | | | 11.26 | 8.92 | 2.34 | | 2000 | | | 14.26 | 11.89 | 2.37 | | 1999 | | | 20.21 | 19.95 | 0.26 |
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| PAST QUARTERLY RETURNS (%) FOR
GBSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.06 | 20.90 | 15.11 | N/A | | 2008 | -8.26 | 2.45 | -8.50 | -28.06 | | 2007 | 3.16 | 5.01 | -1.72 | -4.95 | | 2006 | 12.47 | -7.02 | 0.07 | 7.17 | | 2005 | -1.16 | 4.54 | 3.78 | 1.08 | | 2004 | 5.81 | 0.61 | -4.11 | 11.94 | | 2003 | -9.54 | 14.16 | 4.53 | 13.99 | | 2002 | 2.41 | -2.94 | -15.39 | 1.43 | | 2001 | -5.78 | 13.88 | -9.56 | 14.66 | | 2000 | 9.24 | -4.66 | 2.45 | 7.10 | | 1999 | N/A | N/A | N/A | 18.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 294 | 641 | 45.87 | | 1-Month | 172 | 662 | 25.98 | | 3-Month | 156 | 652 | 23.93 | | 6-Month | 304 | 647 | 46.99 | | 1-Year | 260 | 630 | 41.27 | | 3-Year | 269 | 553 | 48.64 | | 5-Year | 221 | 452 | 48.89 |
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1.23% Nasdaq 
Performance
