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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.29% | | 5-Year Average Return: | 1.62% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 6.59% | |
Worst 1-Yr Total Return (2008): | -19.59% | |
Best 3-Yr Total Return (2004-6): | 5.34% | |
Worst 3-Yr Total Return (2006-8): | -5.75% |
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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 | GUGAX | Category | Diff | Index* | Diff | | Year To Date | 23.29 | 14.86 | 8.43 | 7.61 | 15.68 | | 1-Month | 1.87 | 1.13 | 0.74 | 1.29 | 0.58 | | 3-Month | 7.21 | 3.76 | 3.45 | 2.86 | 4.35 | | 1-Year | 22.98 | 18.84 | 4.14 | 11.63 | 11.35 | | 3-Year | -0.61 | 4.58 | -5.19 | 6.40 | -7.01 | | 5-Year | 1.62 | 4.20 | -2.58 | 5.49 | -3.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.85 | 13.91 | 4.94 | 7.06 | 11.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.04 | 6.57 | -12.61 | 7.94 | -13.98 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.59 | -4.70 | -14.89 | | 2007 | | | -1.44 | 4.70 | -6.14 | | 2006 | | | 5.63 | 4.15 | 1.48 | | 2005 | | | 3.80 | 1.80 | 2.00 | | 2004 | | | 6.59 | 3.91 | 2.68 | | 2003 | | | 11.23 | 5.10 | 6.13 | | 2002 | | | 5.81 | 8.04 | -2.23 | | 2001 | | | 9.89 | 7.64 | 2.25 | | 2000 | | | 12.66 | 9.44 | 3.22 | | 1999 | | | -2.38 | -1.35 | -1.03 |
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| PAST QUARTERLY RETURNS (%) FOR
GUGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.49 | 7.68 | 9.11 | N/A | | 2008 | -0.11 | -0.11 | -4.93 | -15.24 | | 2007 | 0.68 | 0.19 | -0.92 | -1.38 | | 2006 | -0.87 | 0.20 | 3.51 | 2.74 | | 2005 | -0.19 | 3.02 | -0.21 | 1.17 | | 2004 | 4.27 | -3.24 | 4.08 | 1.51 | | 2003 | 2.37 | 5.94 | 0.96 | 1.60 | | 2002 | 0.00 | 4.71 | 4.12 | -2.94 | | 2001 | 3.65 | 0.49 | 4.88 | 0.60 | | 2000 | 2.84 | 1.13 | 3.13 | 5.04 | | 1999 | N/A | N/A | N/A | 0.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 123 | 1126 | 10.92 | | 1-Month | 525 | 1168 | 44.95 | | 3-Month | 23 | 1158 | 1.99 | | 6-Month | 57 | 1140 | 5.00 | | 1-Year | 172 | 1120 | 15.36 | | 3-Year | 781 | 970 | 80.52 | | 5-Year | 671 | 854 | 78.57 |
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