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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.63% | | 5-Year Average Return: | -0.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.08% | |
Worst 1-Yr Total Return (2008): | -35.48% | |
Best 3-Yr Total Return (2004-6): | 7.34% | |
Worst 3-Yr Total Return (2006-8): | -9.43% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GCEQX | Category | Diff | Index* | Diff | | Year To Date | 26.63 | 25.10 | 1.53 | 24.07 | 2.56 | | 1-Month | 5.70 | 5.28 | 0.42 | 6.00 | -0.3 | | 3-Month | 7.59 | 7.01 | 0.58 | 7.91 | -0.32 | | 1-Year | 27.46 | 28.01 | -0.55 | 25.39 | 2.07 | | 3-Year | -5.26 | -5.87 | 0.61 | -5.79 | 0.53 | | 5-Year | -0.23 | 0.64 | -0.87 | 0.71 | -0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.34 | 46.08 | 1.26 | 45.76 | 1.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.09 | -17.41 | 2.32 | -18.25 | 3.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GCEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.48 | -37.79 | 2.31 | | 2007 | | | 2.75 | 6.16 | -3.41 | | 2006 | | | 12.08 | 14.17 | -2.09 | | 2005 | | | 1.53 | 5.88 | -4.35 | | 2004 | | | 8.67 | 10.02 | -1.35 | | 2003 | | | 26.34 | 27.05 | -0.71 | | 2002 | | | -21.09 | -22.25 | 1.16 | | 2001 | | | -13.29 | -13.50 | 0.21 | | 2000 | | | -15.52 | -6.31 | -9.21 | | 1999 | | | 21.97 | 20.16 | 1.81 |
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| PAST QUARTERLY RETURNS (%) FOR
GCEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.67 | 16.29 | 15.77 | N/A | | 2008 | -9.60 | -4.03 | -5.16 | -21.58 | | 2007 | -0.40 | 5.30 | 1.46 | -3.43 | | 2006 | 3.10 | -3.58 | 6.03 | 6.35 | | 2005 | -4.91 | 1.22 | 2.94 | 2.46 | | 2004 | 1.75 | 1.88 | -3.85 | 9.03 | | 2003 | -3.73 | 14.85 | 3.06 | 10.88 | | 2002 | -0.11 | -12.27 | -17.29 | 8.87 | | 2001 | -12.31 | 4.98 | -14.42 | 10.06 | | 2000 | 2.59 | -5.40 | -5.12 | -8.26 | | 1999 | N/A | N/A | N/A | 17.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 586 | 2021 | 29.00 | | 1-Month | 169 | 2113 | 8.00 | | 3-Month | 167 | 2091 | 7.99 | | 6-Month | 247 | 2064 | 11.97 | | 1-Year | 552 | 2011 | 27.45 | | 3-Year | 524 | 1707 | 30.70 | | 5-Year | 834 | 1360 | 61.32 |
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Performance
