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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.55% | | 5-Year Average Return: | 2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.40% | |
Worst 1-Yr Total Return (2008): | -35.61% | |
Best 3-Yr Total Return (2004-6): | 11.89% | |
Worst 3-Yr Total Return (2006-8): | -6.24% |
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| 1-Year: | -7.79% | | 3-Year: | -3.81% | | 5-Year: | 2.75% | | 10-Year: | 4.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GCBEX | Category | Diff | Index* | Diff | | Year To Date | 20.55 | 15.79 | 4.76 | 17.05 | 3.5 | | 1-Month | -2.02 | -2.21 | 0.19 | -1.86 | -0.16 | | 3-Month | 6.34 | 5.62 | 0.72 | 5.48 | 0.86 | | 1-Year | 14.12 | 9.52 | 4.6 | 9.80 | 4.32 | | 3-Year | -4.51 | -8.36 | 3.85 | -7.02 | 2.51 | | 5-Year | 2.36 | 0.18 | 2.18 | 0.33 | 2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.67 | 46.84 | 2.83 | 45.76 | 3.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.73 | -16.40 | 0.67 | -18.25 | 2.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GCBEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.61 | -37.09 | 1.48 | | 2007 | | | 8.11 | 1.42 | 6.69 | | 2006 | | | 18.40 | 18.15 | 0.25 | | 2005 | | | 5.49 | 5.95 | -0.46 | | 2004 | | | 12.15 | 12.97 | -0.82 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GCBEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.40 | 17.26 | 17.10 | N/A | | 2008 | -8.38 | -2.06 | -8.92 | -21.21 | | 2007 | 1.65 | 6.58 | 1.37 | -1.56 | | 2006 | 5.35 | 1.16 | 4.03 | 6.79 | | 2005 | 0.00 | 1.48 | 4.33 | -0.37 | | 2004 | 2.56 | 1.20 | -0.76 | 8.88 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 280 | 1335 | 20.97 | | 1-Month | 551 | 1379 | 39.96 | | 3-Month | 328 | 1368 | 23.98 | | 6-Month | 417 | 1346 | 30.98 | | 1-Year | 280 | 1318 | 21.24 | | 3-Year | 87 | 1124 | 7.74 | | 5-Year | 87 | 934 | 9.31 |
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0.50% Nasdaq 0.00%
Performance
