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| Morningstar Return Rating: | Above average | | Year to Date Return: | -7.34% | | 5-Year Average Return: | -0.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 51.32% | |
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: | 50.32% | | 3-Year: | -2.97% | | 5-Year: | -0.20% | | 10-Year: | 4.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CVGCX | Category | Diff | Index* | Diff | | Year To Date | -7.34 | -4.87 | -2.47 | -3.60 | -3.74 | | 1-Month | -7.34 | -4.87 | -2.47 | -3.60 | -3.74 | | 3-Month | 1.34 | 3.82 | -2.48 | 4.16 | -2.82 | | 1-Year | 46.19 | 35.76 | 10.43 | 33.14 | 13.05 | | 3-Year | -5.94 | -5.20 | -0.74 | -7.24 | 1.3 | | 5-Year | -0.89 | 0.87 | -1.76 | 0.18 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.94 | 44.07 | 12.87 | 45.76 | 11.18 | | 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 | | CVGCX | Category | Diff | | 2009 | | | 51.32 | 35.68 | 15.64 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
CVGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.15 | 21.00 | 17.57 | 7.60 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1825 | 1882 | 96.97 | | 1-Month | 1844 | 1882 | 97.98 | | 3-Month | 1792 | 1867 | 95.98 | | 6-Month | 706 | 1860 | 37.96 | | 1-Year | 173 | 1787 | 9.68 | | 3-Year | 806 | 1545 | 52.17 | | 5-Year | 871 | 1265 | 68.85 |
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1.52% Nasdaq 
Performance
