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| Morningstar Return Rating: | High | | Year to Date Return: | 47.88% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -11.13% | |
Worst 1-Yr Total Return (2008): | -24.37% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 53.62% | | 3-Year: | 3.17% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CTVCX | Category | Diff | Index* | Diff | | Year To Date | 47.88 | 22.72 | 25.16 | 24.07 | 23.81 | | 1-Month | 6.09 | 3.14 | 2.95 | 6.00 | 0.09 | | 3-Month | 9.85 | 3.09 | 6.76 | 7.91 | 1.94 | | 1-Year | 59.06 | 29.36 | 29.7 | 25.39 | 33.67 | | 3-Year | 1.20 | -8.14 | 9.34 | -5.79 | 6.99 | | 5-Year | N/A | -0.30 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.64 | 57.49 | 4.15 | 45.76 | 15.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 18.44 | -19.40 | 37.84 | -18.25 | 36.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.37 | -36.56 | 12.19 | | 2007 | | | -11.13 | -1.10 | -10.03 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
CTVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.57 | 23.60 | 25.45 | N/A | | 2008 | -11.74 | -8.52 | -11.30 | 5.60 | | 2007 | 1.45 | 6.40 | -10.44 | -8.06 | | 2006 | N/A | N/A | N/A | 12.60 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 657 | 2.89 | | 1-Month | 6 | 679 | 0.88 | | 3-Month | 13 | 671 | 1.94 | | 6-Month | 26 | 663 | 3.92 | | 1-Year | 17 | 646 | 2.63 | | 3-Year | 4 | 573 | 0.70 | | 5-Year | | 475 | N/A |
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