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| Morningstar Return Rating: | Low | | Year to Date Return: | 27.53% | | 5-Year Average Return: | -2.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.56% | |
Worst 1-Yr Total Return (2008): | -46.42% | |
Best 3-Yr Total Return (2004-6): | 9.66% | |
Worst 3-Yr Total Return (2006-8): | -14.54% |
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| 1-Year: | -13.11% | | 3-Year: | -9.80% | | 5-Year: | -1.58% | | 10-Year: | -0.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLGBX | Category | Diff | Index* | Diff | | Year To Date | 27.53 | 31.20 | -3.67 | 24.07 | 3.46 | | 1-Month | 6.07 | 5.67 | 0.4 | 6.00 | 0.07 | | 3-Month | 8.20 | 8.18 | 0.02 | 7.91 | 0.29 | | 1-Year | 29.34 | 34.04 | -4.7 | 25.39 | 3.95 | | 3-Year | -8.52 | -3.89 | -4.63 | -5.79 | -2.73 | | 5-Year | -2.11 | 1.25 | -3.36 | 0.71 | -2.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.21 | 43.84 | -2.63 | 45.76 | -4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.81 | -18.03 | -4.78 | -18.25 | -4.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.42 | -40.67 | -5.75 | | 2007 | | | 12.36 | 13.35 | -0.99 | | 2006 | | | 3.67 | 7.05 | -3.38 | | 2005 | | | 10.07 | 6.71 | 3.36 | | 2004 | | | 15.56 | 7.81 | 7.75 | | 2003 | | | 36.79 | 28.66 | 8.13 | | 2002 | | | -22.01 | -27.64 | 5.63 | | 2001 | | | -20.11 | -22.30 | 2.19 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.07 | 13.34 | 15.36 | N/A | | 2008 | -14.75 | -1.17 | -14.61 | -25.52 | | 2007 | 1.27 | 6.07 | 4.73 | -0.12 | | 2006 | 5.10 | -5.90 | 1.44 | 3.35 | | 2005 | -4.73 | 2.92 | 8.83 | 3.15 | | 2004 | 5.91 | 2.12 | -4.32 | 11.67 | | 2003 | 1.87 | 15.16 | 5.40 | 10.63 | | 2002 | -4.05 | -8.82 | -14.19 | 3.88 | | 2001 | -23.19 | 13.26 | -17.75 | 11.66 | | 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 | 1218 | 1818 | 67.00 | | 1-Month | 667 | 1906 | 34.99 | | 3-Month | 685 | 1904 | 35.98 | | 6-Month | 559 | 1866 | 29.96 | | 1-Year | 1116 | 1815 | 61.49 | | 3-Year | 1237 | 1537 | 80.48 | | 5-Year | 1034 | 1273 | 81.23 |
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0.26% Nasdaq 
Performance
