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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.83% | | 5-Year Average Return: | 2.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.69% | |
Worst 1-Yr Total Return (2008): | -29.84% | |
Best 3-Yr Total Return (2005-7): | 10.61% | |
Worst 3-Yr Total Return (2006-8): | -2.62% |
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| 1-Year: | -3.18% | | 3-Year: | -0.28% | | 5-Year: | 4.09% | | 10-Year: | -1.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GUPBX | Category | Diff | Index* | Diff | | Year To Date | 14.83 | 18.65 | -3.82 | 17.05 | -2.22 | | 1-Month | -4.57 | -2.18 | -2.39 | -1.86 | -2.71 | | 3-Month | 2.66 | 5.08 | -2.42 | 5.48 | -2.82 | | 1-Year | 8.95 | 11.86 | -2.91 | 9.80 | -0.85 | | 3-Year | -1.84 | -6.78 | 4.94 | -7.02 | 5.18 | | 5-Year | 2.98 | 0.49 | 2.49 | 0.33 | 2.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.91 | 45.26 | -5.35 | 45.76 | -5.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.34 | -15.99 | 1.65 | -18.25 | 3.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.84 | -37.79 | 7.95 | | 2007 | | | 13.76 | 6.16 | 7.60 | | 2006 | | | 15.69 | 14.17 | 1.52 | | 2005 | | | 2.83 | 5.88 | -3.05 | | 2004 | | | 4.67 | 10.02 | -5.35 | | 2003 | | | 19.72 | 27.05 | -7.33 | | 2002 | | | -22.31 | -22.25 | -0.06 | | 2001 | | | -22.46 | -13.50 | -8.96 | | 2000 | | | -19.37 | -6.31 | -13.06 | | 1999 | | | 29.13 | 20.16 | 8.97 |
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| PAST QUARTERLY RETURNS (%) FOR
GUPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.52 | 12.15 | 17.29 | N/A | | 2008 | -6.32 | 1.26 | -10.83 | -17.06 | | 2007 | 3.41 | 9.90 | -0.15 | 0.25 | | 2006 | 3.56 | -2.03 | 8.26 | 5.33 | | 2005 | -3.43 | 0.31 | 3.47 | 2.59 | | 2004 | 0.42 | -0.14 | -3.19 | 7.82 | | 2003 | -4.50 | 12.96 | 0.89 | 10.00 | | 2002 | 0.71 | -13.95 | -15.28 | 5.82 | | 2001 | -20.66 | 7.28 | -16.05 | 8.50 | | 2000 | 10.06 | -6.92 | -1.03 | -20.48 | | 1999 | N/A | N/A | N/A | 24.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1509 | 2013 | 74.96 | | 1-Month | 2067 | 2110 | 97.96 | | 3-Month | 1985 | 2090 | 94.98 | | 6-Month | 1598 | 2049 | 77.99 | | 1-Year | 1306 | 1999 | 65.33 | | 3-Year | 36 | 1694 | 2.13 | | 5-Year | 82 | 1352 | 6.07 |
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1.00% Nasdaq 
Performance
