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| Morningstar Return Rating: | Above average | | Year to Date Return: | 38.36% | | 5-Year Average Return: | 0.03% | | 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): | -15.30% |
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| 1-Year: | -0.55% | | 3-Year: | -3.94% | | 5-Year: | 0.68% | | 10-Year: | 8.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CVGCX | Category | Diff | Index* | Diff | | Year To Date | 38.36 | 24.15 | 14.21 | 17.05 | 21.31 | | 1-Month | -1.61 | -2.25 | 0.64 | -1.86 | 0.25 | | 3-Month | 7.53 | 4.52 | 3.01 | 5.48 | 2.05 | | 1-Year | 25.16 | 15.35 | 9.81 | 9.80 | 15.36 | | 3-Year | -5.45 | -4.95 | -0.5 | -7.02 | 1.57 | | 5-Year | 0.03 | 0.99 | -0.96 | 0.33 | -0.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.94 | 42.81 | 14.13 | 45.76 | 11.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.67 | -17.14 | -6.53 | -18.25 | -5.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CVGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.65 | -40.67 | -9.98 | | 2007 | | | 22.32 | 13.35 | 8.97 | | 2006 | | | 0.68 | 7.05 | -6.37 | | 2005 | | | 7.66 | 6.71 | 0.95 | | 2004 | | | 17.78 | 7.81 | 9.97 | | 2003 | | | 41.26 | 28.66 | 12.60 | | 2002 | | | -16.52 | -27.64 | 11.12 | | 2001 | | | -8.33 | -22.30 | 13.97 | | 2000 | | | 27.63 | -13.05 | 40.68 | | 1999 | | | 76.80 | 38.87 | 37.93 |
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| PAST QUARTERLY RETURNS (%) FOR
CVGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.15 | 21.00 | 17.57 | N/A | | 2008 | -14.22 | 3.95 | -22.52 | -28.57 | | 2007 | 1.90 | 8.84 | 9.22 | 0.99 | | 2006 | 5.71 | -7.14 | -1.76 | 4.41 | | 2005 | -5.99 | 1.67 | 7.23 | 5.05 | | 2004 | 6.14 | 2.86 | -4.02 | 12.40 | | 2003 | 0.52 | 15.93 | 10.40 | 9.80 | | 2002 | 0.43 | -4.62 | -11.16 | -1.91 | | 2001 | -8.70 | 6.02 | -15.41 | 11.96 | | 2000 | 34.74 | 5.51 | 2.49 | -12.41 | | 1999 | N/A | N/A | N/A | 48.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 1802 | 4.99 | | 1-Month | 926 | 1890 | 48.99 | | 3-Month | 131 | 1884 | 6.95 | | 6-Month | 182 | 1827 | 9.96 | | 1-Year | 86 | 1797 | 4.79 | | 3-Year | 687 | 1518 | 45.26 | | 5-Year | 721 | 1251 | 57.63 |
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0.22% Nasdaq 
Performance
