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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.29% | | 5-Year Average Return: | 4.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.03% | |
Worst 1-Yr Total Return (2008): | -0.23% | |
Best 3-Yr Total Return (2004-6): | 4.47% | |
Worst 3-Yr Total Return (2006-8): | 2.07% |
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| 1-Year: | 12.37% | | 3-Year: | 3.77% | | 5-Year: | 4.12% | | 10-Year: | 5.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GUTEX | Category | Diff | Index* | Diff | | Year To Date | 10.29 | 16.19 | -5.9 | 11.61 | -1.32 | | 1-Month | -2.48 | -2.45 | -0.03 | -2.10 | -0.38 | | 3-Month | 3.36 | 4.74 | -1.38 | 3.15 | 0.21 | | 1-Year | 13.65 | 14.22 | -0.57 | 13.60 | 0.05 | | 3-Year | 3.95 | 2.04 | 1.91 | 4.17 | -0.22 | | 5-Year | 4.20 | 2.84 | 1.36 | 4.15 | 0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.63 | 12.77 | -3.14 | 9.40 | 0.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.14 | 2.31 | 4.83 | 5.67 | 1.47 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GUTEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.23 | -9.45 | 9.22 | | 2007 | | | 1.47 | 1.27 | 0.20 | | 2006 | | | 5.03 | 4.57 | 0.46 | | 2005 | | | 4.02 | 3.10 | 0.92 | | 2004 | | | 4.36 | 3.77 | 0.59 | | 2003 | | | 5.34 | 4.90 | 0.44 | | 2002 | | | 10.19 | 8.45 | 1.74 | | 2001 | | | 4.77 | 3.92 | 0.85 | | 2000 | | | 12.29 | 11.24 | 1.05 | | 1999 | | | -3.28 | -4.70 | 1.42 |
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| PAST QUARTERLY RETURNS (%) FOR
GUTEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.37 | 1.66 | 7.63 | N/A | | 2008 | -0.87 | 0.74 | -3.21 | 3.22 | | 2007 | 0.53 | -1.08 | 0.82 | 1.21 | | 2006 | 0.26 | -0.28 | 3.59 | 1.41 | | 2005 | 0.49 | 3.33 | -0.21 | 0.38 | | 2004 | 1.42 | -2.79 | 4.13 | 1.65 | | 2003 | 1.40 | 2.97 | -0.44 | 1.33 | | 2002 | 0.85 | 3.79 | 5.83 | -0.53 | | 2001 | 1.74 | 0.53 | 2.77 | -0.33 | | 2000 | 3.36 | 1.34 | 2.26 | 4.83 | | 1999 | N/A | N/A | N/A | -0.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 242 | 264 | 91.67 | | 1-Month | 111 | 266 | 41.73 | | 3-Month | 212 | 266 | 79.70 | | 6-Month | 237 | 264 | 89.77 | | 1-Year | 113 | 262 | 43.13 | | 3-Year | 17 | 247 | 6.88 | | 5-Year | 10 | 228 | 4.39 |
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0.17% Nasdaq 
Performance
