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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.24% | | 5-Year Average Return: | -0.86% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.44% | |
Worst 1-Yr Total Return (2008): | -38.78% | |
Best 3-Yr Total Return (2005-7): | 5.59% | |
Worst 3-Yr Total Return (2006-8): | -12.02% |
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| 1-Year: | -7.85% | | 3-Year: | -4.26% | | 5-Year: | 1.26% | | 10-Year: | -0.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CUGBX | Category | Diff | Index* | Diff | | Year To Date | 26.24 | 30.74 | -4.5 | 24.07 | 2.17 | | 1-Month | 3.43 | 4.28 | -0.85 | 6.00 | -2.57 | | 3-Month | 3.27 | 5.45 | -2.18 | 7.91 | -4.64 | | 1-Year | 35.80 | 36.41 | -0.61 | 25.39 | 10.41 | | 3-Year | -5.43 | -6.04 | 0.61 | -5.79 | 0.36 | | 5-Year | -0.86 | 0.99 | -1.85 | 0.71 | -1.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.49 | 54.55 | 0.94 | 45.76 | 9.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.45 | -16.09 | -3.36 | -18.25 | -1.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CUGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.78 | -39.18 | 0.40 | | 2007 | | | 10.44 | 4.85 | 5.59 | | 2006 | | | 0.71 | 14.03 | -13.32 | | 2005 | | | 5.84 | 9.25 | -3.41 | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CUGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.59 | 18.41 | 18.91 | N/A | | 2008 | -11.18 | 5.15 | -12.11 | -25.42 | | 2007 | 4.04 | 6.27 | 0.83 | -0.93 | | 2006 | 5.71 | -6.83 | -0.63 | 2.90 | | 2005 | -2.29 | 3.34 | 3.78 | 1.00 | | 2004 | N/A | -1.90 | -7.97 | 14.81 | | 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 | 229 | 450 | 50.89 | | 1-Month | 114 | 479 | 23.80 | | 3-Month | 342 | 476 | 71.85 | | 6-Month | 339 | 472 | 71.82 | | 1-Year | 161 | 450 | 35.78 | | 3-Year | 121 | 367 | 32.97 | | 5-Year | 209 | 293 | 71.33 |
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