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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.19% | | 5-Year Average Return: | 1.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 21.11% | |
Worst 1-Yr Total Return (2008): | -41.87% | |
Best 3-Yr Total Return (2005-7): | 9.76% | |
Worst 3-Yr Total Return (2006-8): | -11.51% |
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| 1-Year: | -3.46% | | 3-Year: | -3.04% | | 5-Year: | 2.13% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | GXXBX | Category | Diff | Index* | Diff | | Year To Date | 31.19 | 31.20 | -0.01 | 24.07 | 7.12 | | 1-Month | 4.40 | 5.67 | -1.27 | 6.00 | -1.6 | | 3-Month | 4.55 | 8.18 | -3.63 | 7.91 | -3.36 | | 1-Year | 34.06 | 34.04 | 0.02 | 25.39 | 8.67 | | 3-Year | -2.78 | -3.89 | 1.11 | -5.79 | 3.01 | | 5-Year | 1.12 | 1.25 | -0.13 | 0.71 | 0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.17 | 43.84 | -0.67 | 45.76 | -2.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.56 | -18.03 | 3.47 | -18.25 | 3.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | GXXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.87 | -40.67 | -1.20 | | 2007 | | | 21.11 | 13.35 | 7.76 | | 2006 | | | -1.57 | 7.05 | -8.62 | | 2005 | | | 10.93 | 6.71 | 4.22 | | 2004 | | | 11.59 | 7.81 | 3.78 | | 2003 | | | 52.70 | 28.66 | 24.04 | | 2002 | | | -23.40 | -27.64 | 4.24 | | 2001 | | | -14.82 | -22.30 | 7.48 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
GXXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.39 | 17.53 | 13.50 | N/A | | 2008 | -13.78 | 2.88 | -16.82 | -21.21 | | 2007 | 4.15 | 7.87 | 4.45 | 3.22 | | 2006 | 2.93 | -7.63 | 0.44 | 3.07 | | 2005 | -1.75 | 3.23 | 5.28 | 3.89 | | 2004 | 0.85 | 1.09 | -3.95 | 13.95 | | 2003 | 2.23 | 25.32 | 6.54 | 11.87 | | 2002 | -3.42 | -16.40 | -12.90 | 8.92 | | 2001 | -32.32 | 29.26 | -27.36 | 34.03 | | 2000 | N/A | N/A | 28.90 | -33.09 | | 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 | 781 | 1818 | 42.96 | | 1-Month | 1048 | 1906 | 54.98 | | 3-Month | 1694 | 1904 | 88.97 | | 6-Month | 1642 | 1866 | 88.00 | | 1-Year | 733 | 1815 | 40.39 | | 3-Year | 410 | 1537 | 26.68 | | 5-Year | 601 | 1273 | 47.21 |
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0.31% Nasdaq 0.00%
Performance
