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| Morningstar Return Rating: | Low | | Year to Date Return: | 26.29% | | 5-Year Average Return: | -2.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.28% | |
Worst 1-Yr Total Return (2008): | -41.52% | |
Best 3-Yr Total Return (2004-6): | 6.96% | |
Worst 3-Yr Total Return (2006-8): | -14.10% |
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| 1-Year: | -6.45% | | 3-Year: | -9.11% | | 5-Year: | -2.48% | | 10-Year: | -4.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GLCCX | Category | Diff | Index* | Diff | | Year To Date | 26.29 | 31.20 | -4.91 | 24.07 | 2.22 | | 1-Month | 5.83 | 5.67 | 0.16 | 6.00 | -0.17 | | 3-Month | 7.34 | 8.18 | -0.84 | 7.91 | -0.57 | | 1-Year | 29.97 | 34.04 | -4.07 | 25.39 | 4.58 | | 3-Year | -9.03 | -3.89 | -5.14 | -5.79 | -3.24 | | 5-Year | -2.74 | 1.25 | -3.99 | 0.71 | -3.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.27 | 43.84 | -3.57 | 45.76 | -5.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.98 | -18.03 | -1.95 | -18.25 | -1.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GLCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.52 | -40.67 | -0.85 | | 2007 | | | 1.32 | 13.35 | -12.03 | | 2006 | | | 6.97 | 7.05 | -0.08 | | 2005 | | | 4.67 | 6.71 | -2.04 | | 2004 | | | 9.28 | 7.81 | 1.47 | | 2003 | | | 29.72 | 28.66 | 1.06 | | 2002 | | | -27.61 | -27.64 | 0.03 | | 2001 | | | -22.03 | -22.30 | 0.27 | | 2000 | | | -23.04 | -13.05 | -9.99 | | 1999 | | | 35.40 | 38.87 | -3.47 |
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| PAST QUARTERLY RETURNS (%) FOR
GLCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.80 | 13.82 | 13.46 | N/A | | 2008 | -12.66 | 1.55 | -15.12 | -22.32 | | 2007 | -0.91 | 5.43 | -0.15 | -2.88 | | 2006 | 3.57 | -3.84 | 3.09 | 4.19 | | 2005 | -5.86 | 2.98 | 4.82 | 3.01 | | 2004 | 1.48 | 2.47 | -3.84 | 9.28 | | 2003 | -1.56 | 14.67 | 4.37 | 10.11 | | 2002 | -3.66 | -17.00 | -14.27 | 5.59 | | 2001 | -22.21 | 9.31 | -19.03 | 13.24 | | 2000 | 5.29 | -3.12 | -3.36 | -21.93 | | 1999 | N/A | N/A | N/A | 24.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1308 | 1818 | 71.95 | | 1-Month | 972 | 1906 | 51.00 | | 3-Month | 932 | 1904 | 48.95 | | 6-Month | 1007 | 1866 | 53.97 | | 1-Year | 1090 | 1815 | 60.06 | | 3-Year | 1266 | 1537 | 82.37 | | 5-Year | 1058 | 1273 | 83.11 |
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