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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.41% | | 5-Year Average Return: | -0.84% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.60% | |
Worst 1-Yr Total Return (2008): | -38.84% | |
Best 3-Yr Total Return (2005-7): | 5.63% | |
Worst 3-Yr Total Return (2006-8): | -12.01% |
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| 1-Year: | -4.97% | | 3-Year: | -3.57% | | 5-Year: | 1.26% | | 10-Year: | -0.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CUGCX | Category | Diff | Index* | Diff | | Year To Date | 26.41 | 30.74 | -4.33 | 24.07 | 2.34 | | 1-Month | 3.42 | 4.28 | -0.86 | 6.00 | -2.58 | | 3-Month | 3.31 | 5.45 | -2.14 | 7.91 | -4.6 | | 1-Year | 35.92 | 36.41 | -0.49 | 25.39 | 10.53 | | 3-Year | -5.38 | -6.04 | 0.66 | -5.79 | 0.41 | | 5-Year | -0.84 | 0.99 | -1.83 | 0.71 | -1.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.85 | 54.55 | 1.3 | 45.76 | 10.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.48 | -16.09 | -3.39 | -18.25 | -1.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CUGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.84 | -39.18 | 0.34 | | 2007 | | | 10.60 | 4.85 | 5.75 | | 2006 | | | 0.71 | 14.03 | -13.32 | | 2005 | | | 5.81 | 9.25 | -3.44 | | 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
CUGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.68 | 18.67 | 18.92 | N/A | | 2008 | -11.19 | 5.18 | -12.10 | -25.52 | | 2007 | 4.04 | 6.39 | 0.86 | -0.93 | | 2006 | 5.71 | -6.83 | -0.60 | 2.87 | | 2005 | -2.35 | 3.24 | 3.88 | 1.03 | | 2004 | N/A | -1.76 | -7.95 | 14.63 | | 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 | 247 | 450 | 54.89 | | 1-Month | 148 | 479 | 30.90 | | 3-Month | 395 | 476 | 82.98 | | 6-Month | 339 | 472 | 71.82 | | 1-Year | 174 | 450 | 38.67 | | 3-Year | 122 | 367 | 33.24 | | 5-Year | 208 | 293 | 70.99 |
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0.28% Nasdaq 0.00%
Performance
