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| Morningstar Return Rating: | High | | Year to Date Return: | 29.36% | | 5-Year Average Return: | 11.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 35.52% | |
Worst 1-Yr Total Return (2008): | -46.82% | |
Best 3-Yr Total Return (2004-6): | 30.46% | |
Worst 3-Yr Total Return (2006-8): | -2.66% |
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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 | CGMRX | Category | Diff | Index* | Diff | | Year To Date | 29.36 | 22.99 | 6.37 | 24.07 | 5.29 | | 1-Month | 10.01 | 6.66 | 3.35 | 6.00 | 4.01 | | 3-Month | 10.32 | 8.82 | 1.5 | 7.91 | 2.41 | | 1-Year | 52.54 | 42.04 | 10.5 | 25.39 | 27.15 | | 3-Year | -2.90 | -15.72 | 12.82 | -5.79 | 2.89 | | 5-Year | 11.64 | -1.07 | 12.71 | 0.71 | 10.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.26 | 78.85 | -1.59 | 45.76 | 31.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.60 | -30.70 | -4.9 | -18.25 | -17.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CGMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.82 | -39.55 | -7.27 | | 2007 | | | 34.42 | -14.66 | 49.08 | | 2006 | | | 29.01 | 33.58 | -4.57 | | 2005 | | | 26.98 | 11.51 | 15.47 | | 2004 | | | 35.52 | 32.02 | 3.50 | | 2003 | | | 89.71 | 36.80 | 52.91 | | 2002 | | | 3.49 | 4.54 | -1.05 | | 2001 | | | 5.14 | 10.00 | -4.86 | | 2000 | | | 29.16 | 27.02 | 2.14 | | 1999 | | | 2.61 | -2.76 | 5.37 |
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| PAST QUARTERLY RETURNS (%) FOR
CGMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -28.47 | 30.45 | 35.42 | N/A | | 2008 | -5.02 | 9.83 | -12.89 | -41.47 | | 2007 | 3.14 | 11.18 | 10.96 | 5.64 | | 2006 | 14.75 | -1.25 | 3.73 | 9.76 | | 2005 | 0.64 | 8.59 | 11.30 | 4.39 | | 2004 | 12.93 | -8.52 | 10.24 | 18.99 | | 2003 | 3.89 | 36.13 | 9.61 | 22.39 | | 2002 | 16.11 | 7.15 | -16.16 | -0.78 | | 2001 | -5.17 | 8.26 | -5.44 | 8.30 | | 2000 | 1.81 | 13.50 | 9.52 | 2.06 | | 1999 | N/A | N/A | N/A | 1.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 42 | 267 | 15.73 | | 1-Month | 265 | 282 | 93.97 | | 3-Month | 245 | 276 | 88.77 | | 6-Month | 10 | 270 | 3.70 | | 1-Year | 27 | 265 | 10.19 | | 3-Year | 1 | 228 | 0.44 | | 5-Year | 1 | 201 | 0.50 |
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0.49% Nasdaq 
Performance
