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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.39% | | 5-Year Average Return: | 0.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.99% | |
Worst 1-Yr Total Return (2008): | -42.57% | |
Best 3-Yr Total Return (2005-7): | 7.08% | |
Worst 3-Yr Total Return (2006-8): | -11.80% |
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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 | GSPIX | Category | Diff | Index* | Diff | | Year To Date | 35.39 | 24.15 | 11.24 | 17.05 | 18.34 | | 1-Month | -1.67 | -2.25 | 0.58 | -1.86 | 0.19 | | 3-Month | 4.48 | 4.52 | -0.04 | 5.48 | -1 | | 1-Year | 21.87 | 15.35 | 6.52 | 9.80 | 12.07 | | 3-Year | -4.58 | -4.95 | 0.37 | -7.02 | 2.44 | | 5-Year | 0.49 | 0.99 | -0.5 | 0.33 | 0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.18 | 42.81 | 10.37 | 45.76 | 7.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.78 | -17.14 | -1.64 | -18.25 | -0.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GSPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.57 | -40.67 | -1.90 | | 2007 | | | 9.99 | 13.35 | -3.36 | | 2006 | | | 8.62 | 7.05 | 1.57 | | 2005 | | | 2.78 | 6.71 | -3.93 | | 2004 | | | 9.21 | 7.81 | 1.40 | | 2003 | | | 24.02 | 28.66 | -4.64 | | 2002 | | | -24.59 | -27.64 | 3.05 | | 2001 | | | -14.88 | -22.30 | 7.42 | | 2000 | | | -7.36 | -13.05 | 5.69 | | 1999 | | | 27.75 | 38.87 | -11.12 |
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| PAST QUARTERLY RETURNS (%) FOR
GSPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.00 | 22.30 | 12.58 | N/A | | 2008 | -11.01 | 4.82 | -13.78 | -28.59 | | 2007 | 0.04 | 8.06 | 3.63 | -1.83 | | 2006 | 4.50 | -4.76 | 3.04 | 5.91 | | 2005 | -5.77 | 2.83 | 2.75 | 3.23 | | 2004 | 1.64 | 1.30 | -3.49 | 9.90 | | 2003 | -2.76 | 13.09 | 2.74 | 9.76 | | 2002 | -2.03 | -15.15 | -16.07 | 8.09 | | 2001 | -13.67 | 7.06 | -16.47 | 10.25 | | 2000 | 2.28 | -0.35 | -1.31 | -7.89 | | 1999 | N/A | N/A | N/A | 20.64 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 162 | 1802 | 8.99 | | 1-Month | 396 | 1890 | 20.95 | | 3-Month | 678 | 1884 | 35.99 | | 6-Month | 657 | 1827 | 35.96 | | 1-Year | 238 | 1797 | 13.24 | | 3-Year | 585 | 1518 | 38.54 | | 5-Year | 588 | 1251 | 47.00 |
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