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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.35% | | 5-Year Average Return: | -2.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.55% | |
Worst 1-Yr Total Return (2008): | -46.35% | |
Best 3-Yr Total Return (2004-6): | 9.72% | |
Worst 3-Yr Total Return (2006-8): | -14.45% |
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| 1-Year: | -9.35% | | 3-Year: | -8.48% | | 5-Year: | -1.08% | | 10-Year: | -0.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLGCX | Category | Diff | Index* | Diff | | Year To Date | 20.35 | 24.15 | -3.8 | 17.05 | 3.3 | | 1-Month | -2.09 | -2.25 | 0.16 | -1.86 | -0.23 | | 3-Month | 4.45 | 4.52 | -0.07 | 5.48 | -1.03 | | 1-Year | 9.71 | 15.35 | -5.64 | 9.80 | -0.09 | | 3-Year | -9.90 | -4.95 | -4.95 | -7.02 | -2.88 | | 5-Year | -2.15 | 0.99 | -3.14 | 0.33 | -2.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.26 | 42.81 | -1.55 | 45.76 | -4.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.75 | -17.14 | -5.61 | -18.25 | -4.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.35 | -40.67 | -5.68 | | 2007 | | | 12.46 | 13.35 | -0.89 | | 2006 | | | 3.76 | 7.05 | -3.29 | | 2005 | | | 10.19 | 6.71 | 3.48 | | 2004 | | | 15.55 | 7.81 | 7.74 | | 2003 | | | 36.76 | 28.66 | 8.10 | | 2002 | | | -22.01 | -27.64 | 5.63 | | 2001 | | | -20.13 | -22.30 | 2.17 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.08 | 13.41 | 15.38 | N/A | | 2008 | -14.71 | -1.12 | -14.61 | -25.50 | | 2007 | 1.26 | 6.11 | 4.80 | -0.12 | | 2006 | 5.11 | -5.84 | 1.43 | 3.37 | | 2005 | -4.71 | 2.91 | 8.91 | 3.17 | | 2004 | 5.93 | 2.07 | -4.35 | 11.72 | | 2003 | 1.86 | 15.15 | 5.43 | 10.59 | | 2002 | -4.03 | -8.83 | -14.24 | 3.93 | | 2001 | -23.19 | 13.25 | -17.76 | 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 | 1207 | 1802 | 66.98 | | 1-Month | 831 | 1890 | 43.97 | | 3-Month | 1073 | 1884 | 56.95 | | 6-Month | 1169 | 1827 | 63.98 | | 1-Year | 1185 | 1797 | 65.94 | | 3-Year | 1201 | 1518 | 79.12 | | 5-Year | 995 | 1251 | 79.54 |
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1.00% Nasdaq 
Performance
