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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.21% | | 5-Year Average Return: | -0.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.56% | |
Worst 1-Yr Total Return (2008): | -31.12% | |
Best 3-Yr Total Return (2005-7): | 3.88% | |
Worst 3-Yr Total Return (2006-8): | -9.47% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GMWMX | Category | Diff | Index* | Diff | | Year To Date | 21.21 | 31.20 | -9.99 | 24.07 | -2.86 | | 1-Month | 5.62 | 5.67 | -0.05 | 6.00 | -0.38 | | 3-Month | 9.32 | 8.18 | 1.14 | 7.91 | 1.41 | | 1-Year | 23.31 | 34.04 | -10.73 | 25.39 | -2.08 | | 3-Year | -3.94 | -3.89 | -0.05 | -5.79 | 1.85 | | 5-Year | -0.73 | 1.25 | -1.98 | 0.71 | -1.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.07 | 43.84 | -10.77 | 45.76 | -12.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.06 | -18.03 | 2.97 | -18.25 | 3.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GMWMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.12 | -40.67 | 9.55 | | 2007 | | | 5.56 | 13.35 | -7.79 | | 2006 | | | 2.05 | 7.05 | -5.00 | | 2005 | | | 4.06 | 6.71 | -2.65 | | 2004 | | | 4.80 | 7.81 | -3.01 | | 2003 | | | 28.21 | 28.66 | -0.45 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GMWMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.05 | 10.53 | 12.23 | N/A | | 2008 | -11.53 | 0.29 | -6.59 | -16.89 | | 2007 | 0.35 | 4.75 | 1.59 | -1.15 | | 2006 | 1.45 | -6.43 | 3.38 | 3.98 | | 2005 | -1.43 | 1.46 | 0.66 | 3.36 | | 2004 | 2.46 | 0.03 | -5.26 | 7.93 | | 2003 | -1.64 | 14.98 | 2.36 | 10.76 | | 2002 | N/A | N/A | N/A | 7.77 | | 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 | 1581 | 1818 | 86.96 | | 1-Month | 114 | 1906 | 5.98 | | 3-Month | 114 | 1904 | 5.99 | | 6-Month | 410 | 1866 | 21.97 | | 1-Year | 1309 | 1815 | 72.12 | | 3-Year | 648 | 1537 | 42.16 | | 5-Year | 886 | 1273 | 69.60 |
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0.63% Nasdaq 
0.03%
Performance
