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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.01% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.63% | |
Worst 1-Yr Total Return (2008): | -36.26% | |
Best 3-Yr Total Return (2004-6): | 9.13% | |
Worst 3-Yr Total Return (2006-8): | -8.53% |
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| 1-Year: | -5.55% | | 3-Year: | -4.14% | | 5-Year: | 1.35% | | 10-Year: | 4.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GUCBX | Category | Diff | Index* | Diff | | Year To Date | 18.01 | 21.65 | -3.64 | 17.05 | 0.96 | | 1-Month | -6.11 | -5.90 | -0.21 | -1.86 | -4.25 | | 3-Month | 2.53 | 2.07 | 0.46 | 5.48 | -2.95 | | 1-Year | 13.20 | 13.17 | 0.03 | 9.80 | 3.4 | | 3-Year | -7.07 | -7.45 | 0.38 | -7.02 | -0.05 | | 5-Year | -0.37 | 0.22 | -0.59 | 0.33 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.45 | 52.20 | -5.75 | 45.76 | 0.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -18.89 | -0.51 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.26 | -41.55 | 5.29 | | 2007 | | | 3.84 | 7.59 | -3.75 | | 2006 | | | 15.63 | 10.81 | 4.82 | | 2005 | | | -1.21 | 6.02 | -7.23 | | 2004 | | | 13.76 | 12.41 | 1.35 | | 2003 | | | 41.85 | 45.54 | -3.69 | | 2002 | | | -16.29 | -27.88 | 11.59 | | 2001 | | | -7.87 | -8.91 | 1.04 | | 2000 | | | -3.11 | -3.85 | 0.74 | | 1999 | | | 35.44 | 64.77 | -29.33 |
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| PAST QUARTERLY RETURNS (%) FOR
GUCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.95 | 18.56 | 15.17 | N/A | | 2008 | -13.02 | 1.25 | -6.54 | -22.56 | | 2007 | 6.33 | 4.52 | 1.48 | -7.93 | | 2006 | 14.52 | -7.58 | 1.73 | 7.39 | | 2005 | -6.47 | 2.06 | 4.86 | -1.30 | | 2004 | 3.40 | 0.06 | -2.79 | 13.11 | | 2003 | -5.70 | 20.64 | 7.86 | 15.60 | | 2002 | 5.76 | -7.64 | -17.97 | 4.46 | | 2001 | -14.89 | 11.90 | -15.57 | 14.57 | | 2000 | 14.13 | -2.67 | 6.17 | -17.85 | | 1999 | N/A | N/A | N/A | 40.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 402 | 790 | 50.89 | | 1-Month | 57 | 820 | 6.95 | | 3-Month | 106 | 819 | 12.94 | | 6-Month | 608 | 800 | 76.00 | | 1-Year | 227 | 783 | 28.99 | | 3-Year | 204 | 669 | 30.49 | | 5-Year | 254 | 554 | 45.85 |
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0.01% Nasdaq 0.00%
0.01 (0.10%) 
Performance
