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| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.44% | | 5-Year Average Return: | 6.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 36.98% | |
Worst 1-Yr Total Return (2008): | -33.13% | |
Best 3-Yr Total Return (2004-6): | 23.89% | |
Worst 3-Yr Total Return (2006-8): | 3.40% |
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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 | GUISX | Category | Diff | Index* | Diff | | Year To Date | 5.44 | 7.34 | -1.9 | 17.05 | -11.61 | | 1-Month | -3.47 | -3.51 | 0.04 | -1.86 | -1.61 | | 3-Month | 3.49 | 0.99 | 2.5 | 5.48 | -1.99 | | 1-Year | 12.70 | 7.55 | 5.15 | 9.80 | 2.9 | | 3-Year | -3.16 | -3.79 | 0.63 | -7.02 | 3.86 | | 5-Year | 6.51 | 5.37 | 1.14 | 0.33 | 6.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.84 | 28.13 | 1.71 | 45.76 | -15.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.47 | -18.06 | 3.59 | -18.25 | 3.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.13 | -33.87 | 0.74 | | 2007 | | | 20.69 | 20.39 | 0.30 | | 2006 | | | 36.98 | 26.03 | 10.95 | | 2005 | | | 6.71 | 13.59 | -6.88 | | 2004 | | | 30.10 | 23.96 | 6.14 | | 2003 | | | 25.78 | 23.65 | 2.13 | | 2002 | | | -24.93 | -23.82 | -1.11 | | 2001 | | | N/A | -20.74 | N/A | | 2000 | | | N/A | 8.42 | N/A | | 1999 | | | N/A | 15.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GUISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.10 | 11.35 | 12.88 | N/A | | 2008 | -11.29 | 1.14 | -20.38 | -6.37 | | 2007 | 3.96 | 4.96 | 4.96 | 5.37 | | 2006 | 7.75 | 3.31 | 9.30 | 12.58 | | 2005 | 1.41 | 1.88 | 8.45 | -4.77 | | 2004 | 2.48 | 2.93 | 5.66 | 16.74 | | 2003 | -6.22 | 18.68 | -1.59 | 14.83 | | 2002 | -8.49 | -11.77 | -19.12 | 14.95 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 49 | 104 | 47.12 | | 1-Month | 8 | 105 | 7.62 | | 3-Month | 11 | 105 | 10.48 | | 6-Month | 21 | 105 | 20.00 | | 1-Year | 14 | 101 | 13.86 | | 3-Year | 30 | 97 | 30.93 | | 5-Year | 11 | 80 | 13.75 |
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0.67% Nasdaq 
Performance
