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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.79% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.70% | |
Worst 1-Yr Total Return (2008): | -36.57% | |
Best 3-Yr Total Return (2005-7): | 7.76% | |
Worst 3-Yr Total Return (2006-8): | -9.18% |
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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 | CFGRX | Category | Diff | Index* | Diff | | Year To Date | 21.79 | 24.15 | -2.36 | 17.05 | 4.74 | | 1-Month | -1.26 | -2.25 | 0.99 | -1.86 | 0.6 | | 3-Month | 5.10 | 4.52 | 0.58 | 5.48 | -0.38 | | 1-Year | 15.55 | 15.35 | 0.2 | 9.80 | 5.75 | | 3-Year | -5.47 | -4.95 | -0.52 | -7.02 | 1.55 | | 5-Year | 0.86 | 0.99 | -0.13 | 0.33 | 0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.31 | 42.81 | -3.5 | 45.76 | -6.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.63 | -17.14 | 2.51 | -18.25 | 3.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.57 | -40.67 | 4.10 | | 2007 | | | 7.64 | 13.35 | -5.71 | | 2006 | | | 9.70 | 7.05 | 2.65 | | 2005 | | | 5.96 | 6.71 | -0.75 | | 2004 | | | 4.48 | 7.81 | -3.33 | | 2003 | | | 26.96 | 28.66 | -1.70 | | 2002 | | | -22.50 | -27.64 | 5.14 | | 2001 | | | -19.95 | -22.30 | 2.35 | | 2000 | | | -11.34 | -13.05 | 1.71 | | 1999 | | | 14.70 | 38.87 | -24.17 |
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| PAST QUARTERLY RETURNS (%) FOR
CFGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.78 | 13.65 | 12.79 | N/A | | 2008 | -11.78 | -0.53 | -9.01 | -20.55 | | 2007 | 0.19 | 5.47 | 3.94 | -2.00 | | 2006 | 3.63 | -4.93 | 6.60 | 4.44 | | 2005 | -3.43 | 1.85 | 2.67 | 4.93 | | 2004 | 0.37 | 0.79 | -5.60 | 9.41 | | 2003 | -1.47 | 10.96 | 4.05 | 11.62 | | 2002 | 0.27 | -15.60 | -11.83 | 3.86 | | 2001 | -17.83 | 5.43 | -18.67 | 13.61 | | 2000 | 4.44 | -1.55 | -2.62 | -11.45 | | 1999 | N/A | N/A | N/A | 18.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 973 | 1802 | 54.00 | | 1-Month | 113 | 1890 | 5.98 | | 3-Month | 282 | 1884 | 14.97 | | 6-Month | 931 | 1827 | 50.96 | | 1-Year | 577 | 1797 | 32.11 | | 3-Year | 715 | 1518 | 47.10 | | 5-Year | 528 | 1251 | 42.21 |
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0.22% Nasdaq 
Performance
