|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.57% | | 5-Year Average Return: | 3.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.72% | |
Worst 1-Yr Total Return (2008): | -30.94% | |
Best 3-Yr Total Return (2004-6): | 15.37% | |
Worst 3-Yr Total Return (2006-8): | -4.09% |
|
| 1-Year: | -7.35% | | 3-Year: | -1.04% | | 5-Year: | 4.99% | | 10-Year: | 8.43% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GCASX | Category | Diff | Index* | Diff | | Year To Date | 23.57 | 22.72 | 0.85 | 24.07 | -0.5 | | 1-Month | 2.76 | 3.14 | -0.38 | 6.00 | -3.24 | | 3-Month | 2.47 | 3.09 | -0.62 | 7.91 | -5.44 | | 1-Year | 27.80 | 29.36 | -1.56 | 25.39 | 2.41 | | 3-Year | -2.30 | -8.14 | 5.84 | -5.79 | 3.49 | | 5-Year | 3.73 | -0.30 | 4.03 | 0.71 | 3.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.97 | 57.49 | -6.52 | 45.76 | 5.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.81 | -19.40 | 5.59 | -18.25 | 4.44 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GCASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.94 | -36.56 | 5.62 | | 2007 | | | 7.26 | -1.10 | 8.36 | | 2006 | | | 19.13 | 15.03 | 4.10 | | 2005 | | | 5.91 | 6.75 | -0.84 | | 2004 | | | 21.72 | 18.94 | 2.78 | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
GCASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.81 | 20.52 | 16.99 | N/A | | 2008 | -7.42 | -1.69 | -2.93 | -21.83 | | 2007 | 4.17 | 6.62 | -0.81 | -2.64 | | 2006 | 10.23 | -2.70 | 0.63 | 10.38 | | 2005 | -1.89 | 3.35 | 3.27 | 1.14 | | 2004 | 5.23 | 2.99 | -2.45 | 15.14 | | 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 | 275 | 657 | 41.86 | | 1-Month | 590 | 679 | 86.89 | | 3-Month | 442 | 671 | 65.87 | | 6-Month | 311 | 663 | 46.91 | | 1-Year | 309 | 646 | 47.83 | | 3-Year | 61 | 573 | 10.65 | | 5-Year | 62 | 475 | 13.05 |
|
|
|
|
|