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| Morningstar Return Rating: | Low | | Year to Date Return: | -4.25% | | 5-Year Average Return: | -1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 32.59% | |
Worst 1-Yr Total Return (2008): | -45.92% | |
Best 3-Yr Total Return (2005-7): | 9.56% | |
Worst 3-Yr Total Return (2006-8): | -13.81% |
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| 1-Year: | 26.29% | | 3-Year: | -8.20% | | 5-Year: | -2.12% | | 10-Year: | -2.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLGAX | Category | Diff | Index* | Diff | | Year To Date | -4.25 | -4.87 | 0.62 | -3.60 | -0.65 | | 1-Month | -4.25 | -4.87 | 0.62 | -3.60 | -0.65 | | 3-Month | 4.75 | 3.82 | 0.93 | 4.16 | 0.59 | | 1-Year | 34.37 | 35.76 | -1.39 | 33.14 | 1.23 | | 3-Year | -8.92 | -5.20 | -3.72 | -7.24 | -1.68 | | 5-Year | -1.29 | 0.87 | -2.16 | 0.18 | -1.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.05 | 44.07 | -2.02 | 45.76 | -3.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.07 | -18.03 | -4.04 | -18.25 | -3.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLGAX | Category | Diff | | 2009 | | | 32.59 | 35.68 | -3.09 | | 2008 | | | -45.92 | -40.67 | -5.25 | | 2007 | | | 13.25 | 13.35 | -0.10 | | 2006 | | | 4.55 | 7.05 | -2.50 | | 2005 | | | 11.07 | 6.71 | 4.36 | | 2004 | | | 16.67 | 7.81 | 8.86 | | 2003 | | | 38.24 | 28.66 | 9.58 | | 2002 | | | -21.27 | -27.64 | 6.37 | | 2001 | | | -19.33 | -22.30 | 2.97 | | 2000 | | | N/A | -13.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.89 | 13.67 | 15.63 | 7.19 | | 2008 | -14.56 | -0.92 | -14.48 | -25.29 | | 2007 | 1.45 | 6.28 | 4.98 | 0.05 | | 2006 | 5.31 | -5.67 | 1.63 | 3.56 | | 2005 | -4.51 | 3.15 | 9.11 | 3.34 | | 2004 | 6.16 | 2.34 | -4.09 | 11.98 | | 2003 | 2.19 | 15.44 | 5.66 | 10.91 | | 2002 | -3.82 | -8.56 | -14.02 | 4.12 | | 2001 | -23.01 | 13.51 | -17.57 | 11.99 | | 2000 | 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 | 677 | 1882 | 35.97 | | 1-Month | 677 | 1882 | 35.97 | | 3-Month | 578 | 1867 | 30.96 | | 6-Month | 502 | 1860 | 26.99 | | 1-Year | 985 | 1787 | 55.12 | | 3-Year | 1224 | 1545 | 79.22 | | 5-Year | 933 | 1265 | 73.75 |
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