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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.11% | | 5-Year Average Return: | -0.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.81% | |
Worst 1-Yr Total Return (2008): | -43.24% | |
Best 3-Yr Total Return (2005-7): | 5.88% | |
Worst 3-Yr Total Return (2006-8): | -12.80% |
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| 1-Year: | -3.68% | | 3-Year: | -3.80% | | 5-Year: | 0.16% | | 10-Year: | -1.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GSPCX | Category | Diff | Index* | Diff | | Year To Date | 34.11 | 24.15 | 9.96 | 17.05 | 17.06 | | 1-Month | -1.77 | -2.25 | 0.48 | -1.86 | 0.09 | | 3-Month | 4.16 | 4.52 | -0.36 | 5.48 | -1.32 | | 1-Year | 20.48 | 15.35 | 5.13 | 9.80 | 10.68 | | 3-Year | -5.65 | -4.95 | -0.7 | -7.02 | 1.37 | | 5-Year | -0.65 | 0.99 | -1.64 | 0.33 | -0.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.31 | 42.81 | 9.5 | 45.76 | 6.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.69 | -17.14 | -2.55 | -18.25 | -1.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GSPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.24 | -40.67 | -2.57 | | 2007 | | | 8.81 | 13.35 | -4.54 | | 2006 | | | 7.36 | 7.05 | 0.31 | | 2005 | | | 1.60 | 6.71 | -5.11 | | 2004 | | | 7.95 | 7.81 | 0.14 | | 2003 | | | 22.61 | 28.66 | -6.05 | | 2002 | | | -25.49 | -27.64 | 2.15 | | 2001 | | | -15.83 | -22.30 | 6.47 | | 2000 | | | -8.38 | -13.05 | 4.67 | | 1999 | | | 26.31 | 38.87 | -12.56 |
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| PAST QUARTERLY RETURNS (%) FOR
GSPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.26 | 21.90 | 12.29 | N/A | | 2008 | -11.29 | 4.52 | -14.04 | -28.79 | | 2007 | -0.24 | 7.80 | 3.37 | -2.11 | | 2006 | 4.26 | -5.09 | 2.76 | 5.58 | | 2005 | -6.09 | 2.62 | 2.44 | 2.92 | | 2004 | 1.33 | 1.02 | -3.77 | 9.60 | | 2003 | -3.04 | 12.76 | 2.46 | 9.46 | | 2002 | -2.32 | -15.42 | -16.32 | 7.77 | | 2001 | -13.89 | 6.73 | -16.71 | 9.95 | | 2000 | 2.03 | -0.66 | -1.59 | -8.14 | | 1999 | N/A | N/A | N/A | 20.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 216 | 1802 | 11.99 | | 1-Month | 453 | 1890 | 23.97 | | 3-Month | 847 | 1884 | 44.96 | | 6-Month | 840 | 1827 | 45.98 | | 1-Year | 298 | 1797 | 16.58 | | 3-Year | 817 | 1518 | 53.82 | | 5-Year | 807 | 1251 | 64.51 |
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1.23% Nasdaq 0.00%
Performance
