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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.48% | | 5-Year Average Return: | 2.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.41% | |
Worst 1-Yr Total Return (2008): | -35.71% | |
Best 3-Yr Total Return (2004-6): | 9.06% | |
Worst 3-Yr Total Return (2006-8): | -6.81% |
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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 | GUSIX | Category | Diff | Index* | Diff | | Year To Date | 29.48 | 31.20 | -1.72 | 24.07 | 5.41 | | 1-Month | 5.47 | 5.67 | -0.2 | 6.00 | -0.53 | | 3-Month | 6.12 | 8.18 | -2.06 | 7.91 | -1.79 | | 1-Year | 32.01 | 34.04 | -2.03 | 25.39 | 6.62 | | 3-Year | -3.19 | -3.89 | 0.7 | -5.79 | 2.6 | | 5-Year | 2.19 | 1.25 | 0.94 | 0.71 | 1.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.83 | 43.84 | 4.99 | 45.76 | 3.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.24 | -18.03 | 2.79 | -18.25 | 3.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.71 | -40.67 | 4.96 | | 2007 | | | 8.12 | 13.35 | -5.23 | | 2006 | | | 16.41 | 7.05 | 9.36 | | 2005 | | | 2.78 | 6.71 | -3.93 | | 2004 | | | 8.42 | 7.81 | 0.61 | | 2003 | | | 23.66 | 28.66 | -5.00 | | 2002 | | | -19.10 | -27.64 | 8.54 | | 2001 | | | -8.32 | -22.30 | 13.98 | | 2000 | | | -0.15 | -13.05 | 12.90 | | 1999 | | | 19.78 | 38.87 | -19.09 |
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| PAST QUARTERLY RETURNS (%) FOR
GUSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.84 | 18.96 | 14.25 | N/A | | 2008 | -9.25 | -0.26 | -7.02 | -23.60 | | 2007 | 0.15 | 6.84 | 3.24 | -2.12 | | 2006 | 4.47 | -0.95 | 6.24 | 5.90 | | 2005 | -2.01 | 0.94 | 2.29 | 1.58 | | 2004 | 0.99 | 1.07 | -2.20 | 8.62 | | 2003 | -3.40 | 14.09 | 1.59 | 10.44 | | 2002 | 1.85 | -12.34 | -15.94 | 7.80 | | 2001 | -8.13 | 3.21 | -12.28 | 10.23 | | 2000 | 2.10 | -1.63 | 0.22 | -0.80 | | 1999 | N/A | N/A | N/A | 11.97 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1036 | 1818 | 56.99 | | 1-Month | 838 | 1906 | 43.97 | | 3-Month | 1580 | 1904 | 82.98 | | 6-Month | 1231 | 1866 | 65.97 | | 1-Year | 825 | 1815 | 45.45 | | 3-Year | 540 | 1537 | 35.13 | | 5-Year | 305 | 1273 | 23.96 |
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0.20% Nasdaq 
Performance
