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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.72% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.39% | |
Worst 1-Yr Total Return (2008): | -38.23% | |
Best 3-Yr Total Return (2004-6): | 11.61% | |
Worst 3-Yr Total Return (2006-8): | -11.18% |
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| 1-Year: | -11.67% | | 3-Year: | -6.02% | | 5-Year: | 1.05% | | 10-Year: | 5.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GESCX | Category | Diff | Index* | Diff | | Year To Date | 18.72 | 19.13 | -0.41 | 17.05 | 1.67 | | 1-Month | -4.22 | -5.65 | 1.43 | -1.86 | -2.36 | | 3-Month | 3.23 | 2.75 | 0.48 | 5.48 | -2.25 | | 1-Year | 10.50 | 11.45 | -0.95 | 9.80 | 0.7 | | 3-Year | -9.08 | -8.46 | -0.62 | -7.02 | -2.06 | | 5-Year | -0.09 | 0.52 | -0.61 | 0.33 | -0.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.31 | 57.02 | -6.71 | 45.76 | 4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.87 | -18.27 | -7.6 | -18.25 | -7.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GESCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.23 | -36.56 | -1.67 | | 2007 | | | 1.13 | -1.10 | 2.23 | | 2006 | | | 12.18 | 15.03 | -2.85 | | 2005 | | | 8.35 | 6.75 | 1.60 | | 2004 | | | 14.39 | 18.94 | -4.55 | | 2003 | | | 22.92 | 43.41 | -20.49 | | 2002 | | | -14.65 | -16.22 | 1.57 | | 2001 | | | 11.25 | 8.92 | 2.33 | | 2000 | | | 14.26 | 11.89 | 2.37 | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GESCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.96 | 21.02 | 15.02 | N/A | | 2008 | -8.30 | 2.46 | -8.54 | -28.11 | | 2007 | 3.10 | 5.03 | -1.80 | -4.90 | | 2006 | 12.43 | -7.04 | 0.13 | 7.19 | | 2005 | -1.23 | 4.56 | 3.79 | 1.09 | | 2004 | 5.90 | 0.54 | -4.06 | 11.97 | | 2003 | -9.65 | 14.20 | 4.55 | 13.95 | | 2002 | 2.42 | -2.95 | -15.43 | 1.53 | | 2001 | -5.78 | 13.88 | -9.56 | 14.64 | | 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 | 288 | 641 | 44.93 | | 1-Month | 172 | 662 | 25.98 | | 3-Month | 156 | 652 | 23.93 | | 6-Month | 310 | 647 | 47.91 | | 1-Year | 261 | 630 | 41.43 | | 3-Year | 270 | 553 | 48.82 | | 5-Year | 223 | 452 | 49.34 |
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Performance
