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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.02% | | 5-Year Average Return: | 1.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.68% | |
Worst 1-Yr Total Return (2008): | -26.44% | |
Best 3-Yr Total Return (2005-7): | 7.50% | |
Worst 3-Yr Total Return (2006-8): | -5.32% |
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| 1-Year: | -11.01% | | 3-Year: | -4.71% | | 5-Year: | 0.44% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GLSAX | Category | Diff | Index* | Diff | | Year To Date | 13.02 | 18.13 | -5.11 | 24.07 | -11.05 | | 1-Month | 5.57 | 7.23 | -1.66 | 6.00 | -0.43 | | 3-Month | 4.50 | 4.76 | -0.26 | 7.91 | -3.41 | | 1-Year | 21.58 | 26.41 | -4.83 | 25.39 | -3.81 | | 3-Year | -2.01 | -0.30 | -1.71 | -5.79 | 3.78 | | 5-Year | 1.87 | 3.95 | -2.08 | 0.71 | 1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.77 | 29.96 | -3.19 | 45.76 | -18.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.98 | -11.44 | -2.54 | -18.25 | 4.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GLSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.44 | -23.43 | -3.01 | | 2007 | | | 12.68 | 9.27 | 3.41 | | 2006 | | | 2.41 | 4.27 | -1.86 | | 2005 | | | 7.67 | 9.64 | -1.97 | | 2004 | | | 8.19 | 9.84 | -1.65 | | 2003 | | | 36.76 | 32.51 | 4.25 | | 2002 | | | -19.58 | -28.13 | 8.55 | | 2001 | | | 1.20 | -11.26 | 12.46 | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GLSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.23 | 6.68 | 9.27 | N/A | | 2008 | -13.15 | -0.91 | 0.00 | -14.52 | | 2007 | 1.90 | 4.97 | 3.89 | 1.40 | | 2006 | 2.96 | -7.55 | 7.30 | 0.27 | | 2005 | -1.63 | 4.33 | 6.35 | -1.36 | | 2004 | 3.80 | 2.25 | -5.14 | 7.46 | | 2003 | 5.17 | 20.00 | -0.58 | 9.01 | | 2002 | -4.95 | -9.37 | -8.04 | 1.50 | | 2001 | -17.32 | 15.38 | -8.71 | 16.21 | | 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 | 127 | 165 | 76.97 | | 1-Month | 41 | 172 | 23.84 | | 3-Month | 68 | 170 | 40.00 | | 6-Month | 133 | 165 | 80.61 | | 1-Year | 113 | 165 | 68.48 | | 3-Year | 86 | 152 | 56.58 | | 5-Year | 103 | 143 | 72.03 |
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