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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.20% | | 5-Year Average Return: | 5.08% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 9.42% | |
Worst 1-Yr Total Return (2005): | -7.94% | |
Best 3-Yr Total Return (2006-8): | 3.03% | |
Worst 3-Yr Total Return (2005-7): | 1.62% |
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| 1-Year: | 14.66% | | 3-Year: | 6.96% | | 5-Year: | 4.59% | | 10-Year: | 4.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GTRAX | Category | Diff | Index* | Diff | | Year To Date | 20.20 | 14.19 | 6.01 | 6.24 | 13.96 | | 1-Month | 0.56 | 0.74 | -0.18 | 0.49 | 0.07 | | 3-Month | 6.55 | 5.11 | 1.44 | 2.60 | 3.95 | | 1-Year | 31.42 | 22.15 | 9.27 | 13.79 | 17.63 | | 3-Year | 8.20 | 6.75 | 1.45 | 6.35 | 1.85 | | 5-Year | 5.08 | 5.08 | 0 | 5.05 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.54 | 18.82 | 8.72 | 7.06 | 20.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.31 | 7.98 | 2.33 | 7.94 | 2.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GTRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.04 | -1.57 | -2.47 | | 2007 | | | 7.87 | 7.28 | 0.59 | | 2006 | | | 5.66 | 5.42 | 0.24 | | 2005 | | | -7.94 | -3.33 | -4.61 | | 2004 | | | 9.42 | 8.98 | 0.44 | | 2003 | | | 13.44 | 13.79 | -0.35 | | 2002 | | | 10.13 | 14.10 | -3.97 | | 2001 | | | -0.15 | 1.95 | -2.10 | | 2000 | | | 3.49 | 3.21 | 0.28 | | 1999 | | | -3.95 | -2.86 | -1.09 |
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| PAST QUARTERLY RETURNS (%) FOR
GTRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.59 | 12.52 | 11.34 | N/A | | 2008 | 6.17 | -3.25 | -7.00 | 0.44 | | 2007 | 1.16 | -1.53 | 5.91 | 2.25 | | 2006 | -0.95 | 1.38 | 1.61 | 3.55 | | 2005 | -3.11 | -2.19 | -1.06 | -1.81 | | 2004 | 1.09 | -3.58 | 3.08 | 8.89 | | 2003 | 3.16 | 3.54 | 1.36 | 4.78 | | 2002 | -0.21 | 3.96 | 2.14 | 3.93 | | 2001 | 1.13 | -1.71 | 2.31 | -1.81 | | 2000 | 0.28 | -0.42 | -0.28 | 3.93 | | 1999 | N/A | N/A | N/A | -0.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 43 | 272 | 15.81 | | 1-Month | 154 | 292 | 52.74 | | 3-Month | 37 | 287 | 12.89 | | 6-Month | 28 | 282 | 9.93 | | 1-Year | 19 | 260 | 7.31 | | 3-Year | 38 | 188 | 20.21 | | 5-Year | 64 | 163 | 39.26 |
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