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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.29% | | 5-Year Average Return: | 6.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.40% | |
Worst 1-Yr Total Return (2008): | -19.38% | |
Best 3-Yr Total Return (2004-6): | 11.65% | |
Worst 3-Yr Total Return (2006-8): | -0.63% |
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| 1-Year: | 6.11% | | 3-Year: | 2.57% | | 5-Year: | 6.28% | | 10-Year: | 7.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GMWAX | Category | Diff | Index* | Diff | | Year To Date | 21.29 | 23.53 | -2.24 | N/A | N/A | | 1-Month | 3.09 | 3.25 | -0.16 | N/A | N/A | | 3-Month | 5.92 | 6.12 | -0.2 | N/A | N/A | | 1-Year | 23.98 | 29.33 | -5.35 | N/A | N/A | | 3-Year | 2.49 | -0.02 | 2.51 | N/A | N/A | | 5-Year | 6.02 | 5.42 | 0.6 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.65 | 31.76 | -2.11 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.50 | -4.11 | 3.61 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GMWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.38 | -28.98 | 9.60 | | 2007 | | | 8.58 | 11.39 | -2.81 | | 2006 | | | 12.11 | 16.61 | -4.50 | | 2005 | | | 9.49 | 6.56 | 2.93 | | 2004 | | | 13.40 | 15.24 | -1.84 | | 2003 | | | 28.46 | 25.32 | 3.14 | | 2002 | | | 3.15 | -2.16 | 5.31 | | 2001 | | | -1.52 | -3.23 | 1.71 | | 2000 | | | -0.62 | 0.23 | -0.85 | | 1999 | | | 23.44 | 21.83 | 1.61 |
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| PAST QUARTERLY RETURNS (%) FOR
GMWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.48 | 11.72 | 10.01 | N/A | | 2008 | -4.41 | -1.51 | -5.40 | -9.48 | | 2007 | 1.51 | 4.79 | 2.51 | -0.43 | | 2006 | 3.86 | -0.93 | 3.61 | 5.16 | | 2005 | 0.00 | 2.34 | 4.78 | 2.11 | | 2004 | 4.65 | -1.57 | 2.26 | 7.66 | | 2003 | -2.18 | 14.27 | 4.48 | 10.00 | | 2002 | 8.32 | -0.95 | -7.18 | 3.56 | | 2001 | -4.48 | 5.55 | -9.87 | 8.38 | | 2000 | 0.86 | -1.49 | -0.77 | 0.79 | | 1999 | N/A | N/A | N/A | 10.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 260 | 0.00 | | 1-Month | 0 | 307 | 0.00 | | 3-Month | 0 | 305 | 0.00 | | 6-Month | 168 | 296 | 56.76 | | 1-Year | | 234 | N/A | | 3-Year | | 130 | N/A | | 5-Year | | 86 | N/A |
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