|
| Morningstar Return Rating: | Average | | Year to Date Return: | 10.52% | | 5-Year Average Return: | 4.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.73% | |
Worst 1-Yr Total Return (2008): | -0.35% | |
Best 3-Yr Total Return (2005-7): | 3.95% | |
Worst 3-Yr Total Return (2006-8): | 3.12% |
|
| 1-Year: | 6.51% | | 3-Year: | 4.05% | | 5-Year: | 3.60% | | 10-Year: | 5.26% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GUIQX | Category | Diff | Index* | Diff | | Year To Date | 10.52 | 13.54 | -3.02 | 6.24 | 4.28 | | 1-Month | 0.73 | 0.89 | -0.16 | 0.49 | 0.24 | | 3-Month | 3.39 | 4.14 | -0.75 | 2.60 | 0.79 | | 1-Year | 14.60 | 17.86 | -3.26 | 13.79 | 0.81 | | 3-Year | 5.43 | 4.54 | 0.89 | 6.35 | -0.92 | | 5-Year | 4.38 | 3.85 | 0.53 | 5.05 | -0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.70 | 13.81 | -4.11 | 7.06 | 2.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.98 | 6.49 | 1.49 | 7.94 | 0.04 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUIQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.35 | -4.70 | 4.35 | | 2007 | | | 5.73 | 4.70 | 1.03 | | 2006 | | | 4.08 | 4.15 | -0.07 | | 2005 | | | 2.07 | 1.80 | 0.27 | | 2004 | | | 4.10 | 3.91 | 0.19 | | 2003 | | | 4.53 | 5.10 | -0.57 | | 2002 | | | 9.32 | 8.04 | 1.28 | | 2001 | | | 8.48 | 7.64 | 0.84 | | 2000 | | | 9.82 | 9.44 | 0.38 | | 1999 | | | -1.02 | -1.35 | 0.33 |
|
| PAST QUARTERLY RETURNS (%) FOR
GUIQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.26 | 2.93 | 5.27 | N/A | | 2008 | 1.46 | -0.99 | -1.65 | 0.85 | | 2007 | 1.34 | -0.73 | 2.45 | 2.59 | | 2006 | -0.70 | -0.26 | 3.80 | 1.24 | | 2005 | -0.54 | 3.04 | -0.79 | 0.38 | | 2004 | 2.71 | -2.63 | 3.11 | 0.96 | | 2003 | 1.54 | 2.77 | -0.34 | 0.52 | | 2002 | 0.18 | 3.33 | 4.32 | 1.24 | | 2001 | 3.28 | 0.30 | 4.80 | -0.07 | | 2000 | 1.66 | 1.84 | 2.61 | 3.38 | | 1999 | N/A | N/A | N/A | -0.31 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 718 | 1122 | 63.99 | | 1-Month | 593 | 1164 | 50.95 | | 3-Month | 796 | 1154 | 68.98 | | 6-Month | 770 | 1133 | 67.96 | | 1-Year | 643 | 1113 | 57.77 | | 3-Year | 372 | 957 | 38.87 | | 5-Year | 308 | 845 | 36.45 |
|
|
|
|
|