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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.52% | | 5-Year Average Return: | 5.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.44% | |
Worst 1-Yr Total Return (2008): | -43.23% | |
Best 3-Yr Total Return (2004-6): | 18.10% | |
Worst 3-Yr Total Return (2006-8): | -7.41% |
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| 1-Year: | -3.99% | | 3-Year: | -3.71% | | 5-Year: | 5.30% | | 10-Year: | 0.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GUBGX | Category | Diff | Index* | Diff | | Year To Date | 27.52 | 29.71 | -2.19 | 27.36 | 0.16 | | 1-Month | -2.76 | -2.08 | -0.68 | -1.25 | -1.51 | | 3-Month | 5.87 | 5.76 | 0.11 | 8.10 | -2.23 | | 1-Year | 27.11 | 29.01 | -1.9 | 27.71 | -0.6 | | 3-Year | -4.04 | -4.76 | 0.72 | -5.22 | 1.18 | | 5-Year | 5.21 | 5.03 | 0.18 | 5.10 | 0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.22 | 55.24 | 6.98 | 59.35 | 2.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.11 | -18.07 | 0.96 | -14.95 | -2.16 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUBGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.23 | -46.56 | 3.33 | | 2007 | | | 14.17 | 16.26 | -2.09 | | 2006 | | | 22.44 | 23.95 | -1.51 | | 2005 | | | 15.63 | 15.23 | 0.40 | | 2004 | | | 16.34 | 16.23 | 0.11 | | 2003 | | | 28.57 | 33.83 | -5.26 | | 2002 | | | -19.75 | -19.15 | -0.60 | | 2001 | | | -22.34 | -24.05 | 1.71 | | 2000 | | | -23.81 | -21.04 | -2.77 | | 1999 | | | 37.21 | 49.56 | -12.35 |
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| PAST QUARTERLY RETURNS (%) FOR
GUBGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.34 | 25.30 | 19.40 | N/A | | 2008 | -6.14 | -1.44 | -20.16 | -23.14 | | 2007 | 4.41 | 5.46 | 3.96 | -0.26 | | 2006 | 9.88 | -0.86 | 1.93 | 10.26 | | 2005 | -0.23 | 0.04 | 11.90 | 3.52 | | 2004 | 5.25 | -3.05 | 0.95 | 12.95 | | 2003 | -6.52 | 15.76 | 3.74 | 14.53 | | 2002 | -0.45 | -3.17 | -20.30 | 4.46 | | 2001 | -14.71 | 1.56 | -15.20 | 5.72 | | 2000 | -0.04 | -9.68 | -8.46 | -7.81 | | 1999 | N/A | N/A | N/A | 26.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 160 | 268 | 59.70 | | 1-Month | 220 | 287 | 76.66 | | 3-Month | 193 | 284 | 67.96 | | 6-Month | 148 | 275 | 53.82 | | 1-Year | 152 | 268 | 56.72 | | 3-Year | 75 | 202 | 37.13 | | 5-Year | 66 | 153 | 43.14 |
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