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| Morningstar Return Rating: | Below average | | Year to Date Return: | 45.19% | | 5-Year Average Return: | -0.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.32% | |
Worst 1-Yr Total Return (2008): | -50.65% | |
Best 3-Yr Total Return (2005-7): | 9.86% | |
Worst 3-Yr Total Return (2006-8): | -15.29% |
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| 1-Year: | -4.54% | | 3-Year: | -4.77% | | 5-Year: | 0.35% | | 10-Year: | 9.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CVGBX | Category | Diff | Index* | Diff | | Year To Date | 45.19 | 31.20 | 13.99 | 24.07 | 21.12 | | 1-Month | 4.94 | 5.67 | -0.73 | 6.00 | -1.06 | | 3-Month | 11.45 | 8.18 | 3.27 | 7.91 | 3.54 | | 1-Year | 47.55 | 34.04 | 13.51 | 25.39 | 22.16 | | 3-Year | -4.59 | -3.89 | -0.7 | -5.79 | 1.2 | | 5-Year | -0.48 | 1.25 | -1.73 | 0.71 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.98 | 43.84 | 13.14 | 45.76 | 11.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.67 | -18.03 | -5.64 | -18.25 | -5.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CVGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.65 | -40.67 | -9.98 | | 2007 | | | 22.32 | 13.35 | 8.97 | | 2006 | | | 0.70 | 7.05 | -6.35 | | 2005 | | | 7.64 | 6.71 | 0.93 | | 2004 | | | 17.79 | 7.81 | 9.98 | | 2003 | | | 41.28 | 28.66 | 12.62 | | 2002 | | | -16.51 | -27.64 | 11.13 | | 2001 | | | -8.33 | -22.30 | 13.97 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CVGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.16 | 21.00 | 17.56 | N/A | | 2008 | -14.24 | 3.97 | -22.53 | -28.55 | | 2007 | 1.89 | 8.85 | 9.20 | 1.00 | | 2006 | 5.72 | -7.14 | -1.76 | 4.42 | | 2005 | -5.99 | 1.67 | 7.23 | 5.04 | | 2004 | 6.14 | 2.86 | -4.04 | 12.42 | | 2003 | 0.51 | 15.94 | 10.40 | 9.80 | | 2002 | 0.45 | -4.62 | -11.15 | -1.93 | | 2001 | -8.70 | 6.03 | -15.42 | 11.96 | | 2000 | N/A | N/A | N/A | -5.89 | | 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 | 127 | 1818 | 6.99 | | 1-Month | 1524 | 1906 | 79.96 | | 3-Month | 952 | 1904 | 50.00 | | 6-Month | 373 | 1866 | 19.99 | | 1-Year | 110 | 1815 | 6.06 | | 3-Year | 742 | 1537 | 48.28 | | 5-Year | 844 | 1273 | 66.30 |
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