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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.97% | | 5-Year Average Return: | -0.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.27% | |
Worst 1-Yr Total Return (2008): | -37.25% | |
Best 3-Yr Total Return (2004-6): | 9.90% | |
Worst 3-Yr Total Return (2006-8): | -8.80% |
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| 1-Year: | -9.77% | | 3-Year: | -6.75% | | 5-Year: | -0.01% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GUSPX | Category | Diff | Index* | Diff | | Year To Date | 16.97 | 18.65 | -1.68 | 17.05 | -0.08 | | 1-Month | -1.93 | -2.18 | 0.25 | -1.86 | -0.07 | | 3-Month | 5.34 | 5.08 | 0.26 | 5.48 | -0.14 | | 1-Year | 9.55 | 11.86 | -2.31 | 9.80 | -0.25 | | 3-Year | -7.37 | -6.78 | -0.59 | -7.02 | -0.35 | | 5-Year | -0.08 | 0.49 | -0.57 | 0.33 | -0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.38 | 45.26 | 0.12 | 45.76 | -0.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.32 | -15.99 | -2.33 | -18.25 | -0.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUSPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.25 | -37.79 | 0.54 | | 2007 | | | 4.86 | 6.16 | -1.30 | | 2006 | | | 15.27 | 14.17 | 1.10 | | 2005 | | | 4.40 | 5.88 | -1.48 | | 2004 | | | 10.30 | 10.02 | 0.28 | | 2003 | | | 27.78 | 27.05 | 0.73 | | 2002 | | | -22.35 | -22.25 | -0.10 | | 2001 | | | -12.25 | -13.50 | 1.25 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GUSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.87 | 15.90 | 15.47 | N/A | | 2008 | -9.57 | -2.87 | -8.40 | -22.01 | | 2007 | 0.51 | 6.14 | 1.83 | -3.48 | | 2006 | 4.09 | -1.46 | 5.50 | 6.51 | | 2005 | -2.29 | 1.30 | 3.43 | 1.98 | | 2004 | 1.57 | 1.49 | -1.92 | 9.10 | | 2003 | -3.31 | 15.11 | 2.54 | 11.96 | | 2002 | 0.13 | -13.43 | -17.45 | 8.52 | | 2001 | -11.91 | 5.65 | -14.61 | 10.41 | | 2000 | N/A | N/A | N/A | -7.60 | | 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 | 1147 | 2013 | 56.98 | | 1-Month | 717 | 2110 | 33.98 | | 3-Month | 940 | 2090 | 44.98 | | 6-Month | 901 | 2049 | 43.97 | | 1-Year | 963 | 1999 | 48.17 | | 3-Year | 813 | 1694 | 47.99 | | 5-Year | 664 | 1352 | 49.11 |
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1.00% Nasdaq 0.00%
Performance
