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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.68% | | 5-Year Average Return: | -1.51% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 19.41% | |
Worst 1-Yr Total Return (2008): | -46.09% | |
Best 3-Yr Total Return (2004-6): | 15.97% | |
Worst 3-Yr Total Return (2006-8): | -14.40% |
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| 1-Year: | -7.33% | | 3-Year: | -9.53% | | 5-Year: | 0.51% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GLFCX | Category | Diff | Index* | Diff | | Year To Date | 27.68 | 24.03 | 3.65 | 24.07 | 3.61 | | 1-Month | 1.54 | 3.09 | -1.55 | 6.00 | -4.46 | | 3-Month | 1.99 | 0.88 | 1.11 | 7.91 | -5.92 | | 1-Year | 31.49 | 25.06 | 6.43 | 25.39 | 6.1 | | 3-Year | -11.53 | -14.98 | 3.45 | -5.79 | -5.74 | | 5-Year | -1.51 | -5.72 | 4.21 | 0.71 | -2.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 92.88 | 76.37 | 16.51 | 45.76 | 47.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.89 | -13.82 | -0.07 | -18.25 | 4.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GLFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.09 | -43.91 | -2.18 | | 2007 | | | -2.18 | -11.64 | 9.46 | | 2006 | | | 18.93 | 16.90 | 2.03 | | 2005 | | | 9.82 | 6.74 | 3.08 | | 2004 | | | 19.41 | 14.02 | 5.39 | | 2003 | | | 39.69 | 33.56 | 6.13 | | 2002 | | | -10.81 | -10.28 | -0.53 | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GLFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.21 | 36.51 | 23.76 | N/A | | 2008 | -12.78 | -9.88 | -3.69 | -28.78 | | 2007 | 0.85 | 2.71 | -1.08 | -4.54 | | 2006 | 8.48 | -2.00 | 4.73 | 6.82 | | 2005 | -4.34 | 1.18 | 5.95 | 7.09 | | 2004 | 7.14 | -2.46 | 0.84 | 13.30 | | 2003 | -7.73 | 22.16 | 8.14 | 14.62 | | 2002 | 1.97 | -4.15 | -20.06 | 14.15 | | 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 | 49 | 129 | 37.98 | | 1-Month | 100 | 129 | 77.52 | | 3-Month | 64 | 129 | 49.61 | | 6-Month | 76 | 129 | 58.91 | | 1-Year | 30 | 122 | 24.59 | | 3-Year | 32 | 107 | 29.91 | | 5-Year | 23 | 101 | 22.77 |
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0.51% Nasdaq 
Performance
