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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.81% | | 5-Year Average Return: | 1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.71% | |
Worst 1-Yr Total Return (2008): | -44.27% | |
Best 3-Yr Total Return (2004-6): | 13.16% | |
Worst 3-Yr Total Return (2006-8): | -11.04% |
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| 1-Year: | -5.28% | | 3-Year: | -6.22% | | 5-Year: | 2.33% | | 10-Year: | -0.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CGUBX | Category | Diff | Index* | Diff | | Year To Date | 34.81 | 31.75 | 3.06 | 29.91 | 4.9 | | 1-Month | 4.53 | 4.47 | 0.06 | 2.00 | 2.53 | | 3-Month | 7.01 | 7.37 | -0.36 | 4.58 | 2.43 | | 1-Year | 39.14 | 38.36 | 0.78 | 37.72 | 1.42 | | 3-Year | -6.62 | -4.57 | -2.05 | -5.52 | -1.1 | | 5-Year | 1.66 | 3.09 | -1.43 | 4.13 | -2.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.68 | 51.30 | 5.38 | 59.35 | -2.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.38 | -13.15 | -4.23 | -14.95 | -2.43 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CGUBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.27 | -41.91 | -2.36 | | 2007 | | | 5.52 | 11.28 | -5.76 | | 2006 | | | 19.71 | 19.72 | -0.01 | | 2005 | | | 10.38 | 11.61 | -1.23 | | 2004 | | | 9.68 | 15.27 | -5.59 | | 2003 | | | 29.01 | 34.49 | -5.48 | | 2002 | | | -21.22 | -19.36 | -1.86 | | 2001 | | | -22.72 | -17.51 | -5.21 | | 2000 | | | -13.76 | -9.14 | -4.62 | | 1999 | | | 25.87 | 41.13 | -15.26 |
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| PAST QUARTERLY RETURNS (%) FOR
CGUBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.05 | 22.18 | 17.92 | N/A | | 2008 | -9.69 | 0.42 | -18.36 | -24.73 | | 2007 | 1.50 | 6.85 | 1.06 | -3.73 | | 2006 | 6.43 | -0.37 | 3.87 | 8.69 | | 2005 | -0.69 | 0.96 | 7.33 | 2.57 | | 2004 | 1.61 | -0.47 | -2.25 | 10.94 | | 2003 | -3.55 | 13.58 | 4.13 | 13.09 | | 2002 | -7.33 | -7.91 | -14.58 | 8.07 | | 2001 | -11.69 | -0.34 | -13.80 | 1.87 | | 2000 | 6.60 | -7.39 | -4.33 | -8.69 | | 1999 | N/A | N/A | N/A | 25.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 270 | 751 | 35.95 | | 1-Month | 747 | 830 | 90.00 | | 3-Month | 672 | 820 | 81.95 | | 6-Month | 457 | 776 | 58.89 | | 1-Year | 247 | 729 | 33.88 | | 3-Year | 316 | 528 | 59.85 | | 5-Year | 253 | 430 | 58.84 |
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