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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.79% | | 5-Year Average Return: | 2.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.38% | |
Worst 1-Yr Total Return (2008): | -30.91% | |
Best 3-Yr Total Return (2004-6): | 6.89% | |
Worst 3-Yr Total Return (2006-8): | -10.70% |
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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 | UFSGX | Category | Diff | Index* | Diff | | Year To Date | 31.79 | 24.15 | 7.64 | 17.05 | 14.74 | | 1-Month | 1.52 | -2.25 | 3.77 | -1.86 | 3.38 | | 3-Month | 10.89 | 4.52 | 6.37 | 5.48 | 5.41 | | 1-Year | 25.56 | 15.35 | 10.21 | 9.80 | 15.76 | | 3-Year | -0.90 | -4.95 | 4.05 | -7.02 | 6.12 | | 5-Year | 2.90 | 0.99 | 1.91 | 0.33 | 2.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.92 | 42.81 | 5.11 | 45.76 | 2.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.34 | -17.14 | 10.8 | -18.25 | 11.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UFSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.91 | -40.67 | 9.76 | | 2007 | | | 4.08 | 13.35 | -9.27 | | 2006 | | | -0.97 | 7.05 | -8.02 | | 2005 | | | 10.74 | 6.71 | 4.03 | | 2004 | | | 11.38 | 7.81 | 3.57 | | 2003 | | | 28.70 | 28.66 | 0.04 | | 2002 | | | -29.65 | -27.64 | -2.01 | | 2001 | | | -32.60 | -22.30 | -10.30 | | 2000 | | | -16.41 | -13.05 | -3.36 | | 1999 | | | 21.83 | 38.87 | -17.04 |
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| PAST QUARTERLY RETURNS (%) FOR
UFSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.45 | 21.88 | 15.09 | N/A | | 2008 | -7.22 | -1.21 | -7.88 | -18.17 | | 2007 | 1.06 | 3.80 | 1.28 | -2.03 | | 2006 | -0.09 | -7.92 | 2.66 | 4.85 | | 2005 | -4.07 | 4.89 | 4.46 | 5.36 | | 2004 | 2.44 | -1.25 | -0.11 | 10.23 | | 2003 | 0.30 | 12.82 | 5.81 | 7.49 | | 2002 | -1.05 | -17.53 | -12.50 | -1.47 | | 2001 | -22.89 | 7.63 | -30.57 | 16.97 | | 2000 | 5.39 | -0.79 | -3.34 | -17.29 | | 1999 | N/A | N/A | N/A | 15.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 630 | 1802 | 34.96 | | 1-Month | 1152 | 1890 | 60.95 | | 3-Month | 640 | 1884 | 33.97 | | 6-Month | 18 | 1827 | 0.99 | | 1-Year | 468 | 1797 | 26.04 | | 3-Year | 205 | 1518 | 13.50 | | 5-Year | 337 | 1251 | 26.94 |
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1.48% Nasdaq 
Performance
