|
| Morningstar Return Rating: | High | | Year to Date Return: | 39.32% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -10.43% | |
Worst 1-Yr Total Return (2008): | -23.70% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | 45.68% | | 3-Year: | 2.07% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CTVAX | Category | Diff | Index* | Diff | | Year To Date | 39.32 | 19.13 | 20.19 | 17.05 | 22.27 | | 1-Month | -4.75 | -5.65 | 0.9 | -1.86 | -2.89 | | 3-Month | 6.62 | 2.75 | 3.87 | 5.48 | 1.14 | | 1-Year | 46.82 | 11.45 | 35.37 | 9.80 | 37.02 | | 3-Year | 0.87 | -8.46 | 9.33 | -7.02 | 7.89 | | 5-Year | N/A | 0.52 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.27 | 57.02 | 4.25 | 45.76 | 15.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 18.36 | -18.27 | 36.63 | -18.25 | 36.61 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.70 | -36.56 | 12.86 | | 2007 | | | -10.43 | -1.10 | -9.33 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CTVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.37 | 23.96 | 24.69 | N/A | | 2008 | -11.60 | -8.37 | -10.86 | 5.68 | | 2007 | 1.62 | 6.62 | -10.29 | -7.84 | | 2006 | N/A | N/A | N/A | 12.87 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 51 | 641 | 7.96 | | 1-Month | 271 | 662 | 40.94 | | 3-Month | 163 | 652 | 25.00 | | 6-Month | 51 | 647 | 7.88 | | 1-Year | 31 | 630 | 4.92 | | 3-Year | 8 | 553 | 1.45 | | 5-Year | | 452 | N/A |
|
|
|
|
|
0.78% Nasdaq 
0.04 (0.35%) 
Performance
