|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.25% | | 5-Year Average Return: | 3.05% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 9.67% | |
Worst 1-Yr Total Return (2005): | 1.39% | |
Best 3-Yr Total Return (2006-8): | 5.95% | |
Worst 3-Yr Total Return (2004-6): | 1.58% |
|
| 1-Year: | 0.66% | | 3-Year: | 3.84% | | 5-Year: | 3.23% | | 10-Year: | 4.42% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GNUSX | Category | Diff | Index* | Diff | | Year To Date | -3.25 | 5.18 | -8.43 | 6.24 | -9.49 | | 1-Month | -0.13 | 0.57 | -0.7 | 0.49 | -0.62 | | 3-Month | 1.34 | 2.42 | -1.08 | 2.60 | -1.26 | | 1-Year | 3.84 | 10.54 | -6.7 | 13.79 | -9.95 | | 3-Year | 4.28 | 5.52 | -1.24 | 6.35 | -2.07 | | 5-Year | 3.05 | 4.28 | -1.23 | 5.05 | -2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 0.43 | 4.85 | -4.42 | 7.06 | -6.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.54 | 7.28 | -3.74 | 7.94 | -4.4 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GNUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 9.67 | 4.76 | 4.91 | | 2007 | | | 6.94 | 6.09 | 0.85 | | 2006 | | | 1.42 | 3.47 | -2.05 | | 2005 | | | 1.39 | 1.91 | -0.52 | | 2004 | | | 1.95 | 3.01 | -1.06 | | 2003 | | | 0.72 | 1.90 | -1.18 | | 2002 | | | 10.05 | 9.23 | 0.82 | | 2001 | | | 5.61 | 6.81 | -1.20 | | 2000 | | | 11.19 | 10.86 | 0.33 | | 1999 | | | -3.17 | -1.35 | -1.82 |
|
| PAST QUARTERLY RETURNS (%) FOR
GNUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.88 | -2.93 | 1.71 | N/A | | 2008 | 3.39 | -2.09 | 1.25 | 7.00 | | 2007 | 1.12 | -0.65 | 3.13 | 3.22 | | 2006 | -1.24 | -0.49 | 2.89 | 0.30 | | 2005 | -0.55 | 2.75 | -1.05 | 0.28 | | 2004 | 2.52 | -3.21 | 2.40 | 0.33 | | 2003 | 0.82 | 2.24 | -1.45 | -0.86 | | 2002 | -0.61 | 4.09 | 5.67 | 0.67 | | 2001 | 1.90 | -0.48 | 5.04 | -0.85 | | 2000 | 2.83 | 0.63 | 2.60 | 4.72 | | 1999 | N/A | N/A | N/A | -0.54 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 359 | 367 | 97.82 | | 1-Month | 362 | 374 | 96.79 | | 3-Month | 366 | 374 | 97.86 | | 6-Month | 365 | 373 | 97.86 | | 1-Year | 287 | 357 | 80.39 | | 3-Year | 227 | 345 | 65.80 | | 5-Year | 223 | 318 | 70.13 |
|
|
|
|
|
0.83% Nasdaq 0.00%
Performance
