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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.53% | | 5-Year Average Return: | 1.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.39% | |
Worst 1-Yr Total Return (2008): | -30.84% | |
Best 3-Yr Total Return (2004-6): | 7.46% | |
Worst 3-Yr Total Return (2006-8): | -6.69% |
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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 | CTYGX | Category | Diff | Index* | Diff | | Year To Date | 20.53 | 25.10 | -4.57 | 24.07 | -3.54 | | 1-Month | 4.44 | 5.28 | -0.84 | 6.00 | -1.56 | | 3-Month | 5.75 | 7.01 | -1.26 | 7.91 | -2.16 | | 1-Year | 21.95 | 28.01 | -6.06 | 25.39 | -3.44 | | 3-Year | -3.66 | -5.87 | 2.21 | -5.79 | 2.13 | | 5-Year | 1.08 | 0.64 | 0.44 | 0.71 | 0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.98 | 46.08 | -3.1 | 45.76 | -2.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.15 | -17.41 | 1.26 | -18.25 | 2.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTYGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.84 | -37.79 | 6.95 | | 2007 | | | 6.43 | 6.16 | 0.27 | | 2006 | | | 10.39 | 14.17 | -3.78 | | 2005 | | | 4.84 | 5.88 | -1.04 | | 2004 | | | 7.22 | 10.02 | -2.80 | | 2003 | | | 25.00 | 27.05 | -2.05 | | 2002 | | | -18.35 | -22.25 | 3.90 | | 2001 | | | -6.88 | -13.50 | 6.62 | | 2000 | | | 5.54 | -6.31 | 11.85 | | 1999 | | | 21.55 | 20.16 | 1.39 |
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| PAST QUARTERLY RETURNS (%) FOR
CTYGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.49 | 14.22 | 14.59 | N/A | | 2008 | -7.11 | -1.44 | -6.13 | -19.52 | | 2007 | 0.57 | 6.50 | 2.11 | -2.68 | | 2006 | 3.66 | -1.87 | 3.37 | 4.97 | | 2005 | -0.64 | 1.17 | 3.08 | 1.19 | | 2004 | 1.50 | -0.04 | -1.82 | 7.64 | | 2003 | -3.79 | 13.11 | 2.14 | 12.45 | | 2002 | 0.23 | -10.85 | -15.06 | 7.57 | | 2001 | -6.57 | 2.50 | -12.04 | 10.56 | | 2000 | 6.41 | -1.19 | 1.00 | -0.61 | | 1999 | N/A | N/A | N/A | 12.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1596 | 2021 | 78.97 | | 1-Month | 1859 | 2113 | 87.98 | | 3-Month | 1672 | 2091 | 79.96 | | 6-Month | 1527 | 2064 | 73.98 | | 1-Year | 1327 | 2011 | 65.99 | | 3-Year | 261 | 1707 | 15.29 | | 5-Year | 423 | 1360 | 31.10 |
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0.83% Nasdaq 0.00%
Performance
