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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.24% | | 5-Year Average Return: | -0.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.76% | |
Worst 1-Yr Total Return (2008): | -32.50% | |
Best 3-Yr Total Return (2004-6): | 3.53% | |
Worst 3-Yr Total Return (2006-8): | -9.85% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CTGIX | Category | Diff | Index* | Diff | | Year To Date | 21.24 | 24.15 | -2.91 | 17.05 | 4.19 | | 1-Month | -1.00 | -2.25 | 1.25 | -1.86 | 0.86 | | 3-Month | 5.22 | 4.52 | 0.7 | 5.48 | -0.26 | | 1-Year | 16.21 | 15.35 | 0.86 | 9.80 | 6.41 | | 3-Year | -4.70 | -4.95 | 0.25 | -7.02 | 2.32 | | 5-Year | -0.83 | 0.99 | -1.82 | 0.33 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.26 | 42.81 | -2.55 | 45.76 | -5.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.54 | -17.14 | 1.6 | -18.25 | 2.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.50 | -40.67 | 8.17 | | 2007 | | | 4.81 | 13.35 | -8.54 | | 2006 | | | 3.56 | 7.05 | -3.49 | | 2005 | | | 1.32 | 6.71 | -5.39 | | 2004 | | | 5.76 | 7.81 | -2.05 | | 2003 | | | 21.92 | 28.66 | -6.74 | | 2002 | | | -19.11 | -27.64 | 8.53 | | 2001 | | | -12.91 | -22.30 | 9.39 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CTGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.36 | 15.29 | 12.23 | N/A | | 2008 | -9.90 | 3.64 | -9.32 | -20.28 | | 2007 | -1.06 | 6.72 | 3.69 | -4.27 | | 2006 | 3.78 | -6.10 | 3.64 | 2.54 | | 2005 | -5.34 | 1.42 | 1.51 | 3.96 | | 2004 | 0.32 | 1.89 | -5.78 | 9.82 | | 2003 | -4.95 | 10.87 | 4.28 | 10.95 | | 2002 | 0.98 | -13.20 | -13.84 | 7.12 | | 2001 | -14.10 | 5.80 | -17.64 | 16.35 | | 2000 | N/A | N/A | N/A | -5.05 | | 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 | 1171 | 1802 | 64.98 | | 1-Month | 264 | 1890 | 13.97 | | 3-Month | 678 | 1884 | 35.99 | | 6-Month | 1205 | 1827 | 65.96 | | 1-Year | 736 | 1797 | 40.96 | | 3-Year | 597 | 1518 | 39.33 | | 5-Year | 864 | 1251 | 69.06 |
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