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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.74% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.30% | |
Worst 1-Yr Total Return (2008): | -32.80% | |
Best 3-Yr Total Return (2004-6): | 3.03% | |
Worst 3-Yr Total Return (2006-8): | -10.28% |
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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 | CCGRX | Category | Diff | Index* | Diff | | Year To Date | 20.74 | 24.15 | -3.41 | 17.05 | 3.69 | | 1-Month | -1.03 | -2.25 | 1.22 | -1.86 | 0.83 | | 3-Month | 5.06 | 4.52 | 0.54 | 5.48 | -0.42 | | 1-Year | 15.69 | 15.35 | 0.34 | 9.80 | 5.89 | | 3-Year | -5.16 | -4.95 | -0.21 | -7.02 | 1.86 | | 5-Year | -1.31 | 0.99 | -2.3 | 0.33 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.89 | 42.81 | -2.92 | 45.76 | -5.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.93 | -17.14 | 1.21 | -18.25 | 2.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.80 | -40.67 | 7.87 | | 2007 | | | 4.28 | 13.35 | -9.07 | | 2006 | | | 3.06 | 7.05 | -3.99 | | 2005 | | | 0.79 | 6.71 | -5.92 | | 2004 | | | 5.30 | 7.81 | -2.51 | | 2003 | | | 21.25 | 28.66 | -7.41 | | 2002 | | | N/A | -27.64 | N/A | | 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
CCGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.52 | 15.18 | 12.11 | N/A | | 2008 | -10.02 | 3.54 | -9.50 | -20.30 | | 2007 | -1.19 | 6.59 | 3.54 | -4.37 | | 2006 | 3.70 | -6.27 | 3.53 | 2.42 | | 2005 | -5.47 | 1.29 | 1.36 | 3.85 | | 2004 | 0.23 | 1.78 | -5.91 | 9.71 | | 2003 | -5.09 | 10.79 | 4.11 | 10.77 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1225 | 1802 | 67.98 | | 1-Month | 264 | 1890 | 13.97 | | 3-Month | 772 | 1884 | 40.98 | | 6-Month | 1260 | 1827 | 68.97 | | 1-Year | 793 | 1797 | 44.13 | | 3-Year | 694 | 1518 | 45.72 | | 5-Year | 938 | 1251 | 74.98 |
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