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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.17% | | 5-Year Average Return: | -1.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.76% | |
Worst 1-Yr Total Return (2008): | -42.06% | |
Best 3-Yr Total Return (2004-6): | 9.27% | |
Worst 3-Yr Total Return (2006-8): | -11.28% |
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| 1-Year: | -12.14% | | 3-Year: | -7.64% | | 5-Year: | -0.48% | | 10-Year: | -1.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GTRCX | Category | Diff | Index* | Diff | | Year To Date | 22.17 | 25.10 | -2.93 | 24.07 | -1.9 | | 1-Month | 4.75 | 5.28 | -0.53 | 6.00 | -1.25 | | 3-Month | 5.52 | 7.01 | -1.49 | 7.91 | -2.39 | | 1-Year | 23.69 | 28.01 | -4.32 | 25.39 | -1.7 | | 3-Year | -8.45 | -5.87 | -2.58 | -5.79 | -2.66 | | 5-Year | -1.26 | 0.64 | -1.9 | 0.71 | -1.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.29 | 46.08 | 0.21 | 45.76 | 0.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.61 | -17.41 | -6.2 | -18.25 | -5.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GTRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.06 | -37.79 | -4.27 | | 2007 | | | 6.86 | 6.16 | 0.70 | | 2006 | | | 12.76 | 14.17 | -1.41 | | 2005 | | | 6.39 | 5.88 | 0.51 | | 2004 | | | 8.75 | 10.02 | -1.27 | | 2003 | | | 25.89 | 27.05 | -1.16 | | 2002 | | | -17.92 | -22.25 | 4.33 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GTRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.90 | 17.40 | 13.85 | N/A | | 2008 | -10.11 | -1.35 | -12.31 | -25.48 | | 2007 | 1.10 | 6.19 | 2.53 | -2.91 | | 2006 | 4.28 | -2.28 | 3.57 | 6.84 | | 2005 | -0.76 | 0.56 | 4.44 | 2.07 | | 2004 | 1.95 | -0.27 | -3.09 | 10.36 | | 2003 | -3.66 | 15.95 | 1.83 | 10.68 | | 2002 | 4.03 | -9.90 | -18.93 | 8.02 | | 2001 | N/A | 4.77 | -14.43 | 11.14 | | 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 | 1414 | 2021 | 69.97 | | 1-Month | 1648 | 2113 | 77.99 | | 3-Month | 1672 | 2091 | 79.96 | | 6-Month | 1609 | 2064 | 77.96 | | 1-Year | 1087 | 2011 | 54.05 | | 3-Year | 1310 | 1707 | 76.74 | | 5-Year | 1026 | 1360 | 75.44 |
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0.31% Nasdaq 
0.05%
Performance
