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| Morningstar Return Rating: | High | | Year to Date Return: | 33.50% | | 5-Year Average Return: | 3.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.06% | |
Worst 1-Yr Total Return (2008): | -31.49% | |
Best 3-Yr Total Return (2004-6): | 8.36% | |
Worst 3-Yr Total Return (2006-8): | -6.69% |
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| 1-Year: | 9.13% | | 3-Year: | 0.26% | | 5-Year: | 4.17% | | 10-Year: | 7.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CVTCX | Category | Diff | Index* | Diff | | Year To Date | 33.50 | 31.20 | 2.3 | 24.07 | 9.43 | | 1-Month | 3.11 | 5.67 | -2.56 | 6.00 | -2.89 | | 3-Month | 9.39 | 8.18 | 1.21 | 7.91 | 1.48 | | 1-Year | 41.58 | 34.04 | 7.54 | 25.39 | 16.19 | | 3-Year | -0.08 | -3.89 | 3.81 | -5.79 | 5.71 | | 5-Year | 3.61 | 1.25 | 2.36 | 0.71 | 2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.50 | 43.84 | -3.34 | 45.76 | -5.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.87 | -18.03 | 11.16 | -18.25 | 11.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CVTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.49 | -40.67 | 9.18 | | 2007 | | | 8.73 | 13.35 | -4.62 | | 2006 | | | 9.06 | 7.05 | 2.01 | | 2005 | | | 7.24 | 6.71 | 0.53 | | 2004 | | | 8.80 | 7.81 | 0.99 | | 2003 | | | 26.61 | 28.66 | -2.05 | | 2002 | | | -4.79 | -27.64 | 22.85 | | 2001 | | | -3.01 | -22.30 | 19.29 | | 2000 | | | 7.82 | -13.05 | 20.87 | | 1999 | | | 52.09 | 38.87 | 13.22 |
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| PAST QUARTERLY RETURNS (%) FOR
CVTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.59 | 13.21 | 14.92 | N/A | | 2008 | -9.43 | -0.04 | -11.13 | -14.85 | | 2007 | -0.33 | 5.74 | 4.73 | -1.50 | | 2006 | 5.67 | -3.56 | 2.29 | 4.61 | | 2005 | -1.60 | 1.47 | 6.13 | 1.19 | | 2004 | 3.35 | -1.90 | -1.42 | 8.87 | | 2003 | 0.84 | 11.54 | 2.60 | 9.72 | | 2002 | 1.67 | -2.83 | -8.23 | 5.02 | | 2001 | -6.74 | 3.94 | -7.17 | 7.80 | | 2000 | 6.94 | -2.81 | 7.82 | -3.79 | | 1999 | N/A | N/A | N/A | 34.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 690 | 1818 | 37.95 | | 1-Month | 1696 | 1906 | 88.98 | | 3-Month | 1332 | 1904 | 69.96 | | 6-Month | 1026 | 1866 | 54.98 | | 1-Year | 581 | 1815 | 32.01 | | 3-Year | 121 | 1537 | 7.87 | | 5-Year | 135 | 1273 | 10.60 |
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0.51% Nasdaq 
Performance
