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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.06% | | 5-Year Average Return: | 2.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.08% | |
Worst 1-Yr Total Return (2008): | -35.88% | |
Best 3-Yr Total Return (2004-6): | 8.78% | |
Worst 3-Yr Total Return (2006-8): | -7.04% |
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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 | GUSSX | Category | Diff | Index* | Diff | | Year To Date | 30.06 | 31.20 | -1.14 | 24.07 | 5.99 | | 1-Month | 5.44 | 5.67 | -0.23 | 6.00 | -0.56 | | 3-Month | 5.97 | 8.18 | -2.21 | 7.91 | -1.94 | | 1-Year | 32.58 | 34.04 | -1.46 | 25.39 | 7.19 | | 3-Year | -3.21 | -3.89 | 0.68 | -5.79 | 2.58 | | 5-Year | 2.08 | 1.25 | 0.83 | 0.71 | 1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.62 | 43.84 | -0.22 | 45.76 | -2.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.82 | -18.03 | 3.21 | -18.25 | 3.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.88 | -40.67 | 4.79 | | 2007 | | | 7.91 | 13.35 | -5.44 | | 2006 | | | 16.08 | 7.05 | 9.03 | | 2005 | | | 2.52 | 6.71 | -4.19 | | 2004 | | | 8.15 | 7.81 | 0.34 | | 2003 | | | 23.38 | 28.66 | -5.28 | | 2002 | | | -19.34 | -27.64 | 8.30 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GUSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.98 | 14.85 | 14.16 | N/A | | 2008 | -9.33 | -0.35 | -7.03 | -23.67 | | 2007 | 0.15 | 6.70 | 3.24 | -2.18 | | 2006 | 4.38 | -0.95 | 6.16 | 5.76 | | 2005 | -2.10 | 0.94 | 2.21 | 1.50 | | 2004 | 0.90 | 1.07 | -2.29 | 8.54 | | 2003 | -3.51 | 14.11 | 1.50 | 10.41 | | 2002 | 1.76 | -12.35 | -16.06 | 7.74 | | 2001 | N/A | 3.13 | -12.30 | 10.15 | | 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 | 981 | 1818 | 53.96 | | 1-Month | 762 | 1906 | 39.98 | | 3-Month | 1580 | 1904 | 82.98 | | 6-Month | 1287 | 1866 | 68.97 | | 1-Year | 757 | 1815 | 41.71 | | 3-Year | 539 | 1537 | 35.07 | | 5-Year | 326 | 1273 | 25.61 |
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1.27% Nasdaq 0.00%
Performance
