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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.39% | | 5-Year Average Return: | 0.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.38% | |
Worst 1-Yr Total Return (2008): | -30.84% | |
Best 3-Yr Total Return (2004-6): | 7.47% | |
Worst 3-Yr Total Return (2006-8): | -6.68% |
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| 1-Year: | -10.89% | | 3-Year: | -5.07% | | 5-Year: | 0.30% | | 10-Year: | 1.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CGRAX | Category | Diff | Index* | Diff | | Year To Date | 15.39 | 18.65 | -3.26 | 17.05 | -1.66 | | 1-Month | -1.49 | -2.18 | 0.69 | -1.86 | 0.37 | | 3-Month | 4.52 | 5.08 | -0.56 | 5.48 | -0.96 | | 1-Year | 11.07 | 11.86 | -0.79 | 9.80 | 1.27 | | 3-Year | -4.40 | -6.78 | 2.38 | -7.02 | 2.62 | | 5-Year | 0.82 | 0.49 | 0.33 | 0.33 | 0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.02 | 45.26 | -2.24 | 45.76 | -2.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.18 | -15.99 | -0.19 | -18.25 | 2.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CGRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.84 | -37.79 | 6.95 | | 2007 | | | 6.47 | 6.16 | 0.31 | | 2006 | | | 10.38 | 14.17 | -3.79 | | 2005 | | | 4.83 | 5.88 | -1.05 | | 2004 | | | 7.26 | 10.02 | -2.76 | | 2003 | | | 24.99 | 27.05 | -2.06 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CGRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.54 | 14.21 | 14.64 | N/A | | 2008 | -7.14 | -1.44 | -6.13 | -19.50 | | 2007 | 0.57 | 6.49 | 2.15 | -2.68 | | 2006 | 3.66 | -1.87 | 3.37 | 4.97 | | 2005 | -0.64 | 1.16 | 3.07 | 1.19 | | 2004 | 1.55 | -0.04 | -1.82 | 7.63 | | 2003 | -3.79 | 13.16 | 2.15 | 12.39 | | 2002 | N/A | -10.89 | -15.08 | 7.70 | | 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 | 1489 | 2013 | 73.97 | | 1-Month | 1202 | 2110 | 56.97 | | 3-Month | 1400 | 2090 | 66.99 | | 6-Month | 1659 | 2049 | 80.97 | | 1-Year | 1152 | 1999 | 57.63 | | 3-Year | 206 | 1694 | 12.16 | | 5-Year | 396 | 1352 | 29.29 |
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0.67% Nasdaq 
Performance
