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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.30% | | 5-Year Average Return: | 4.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.84% | |
Worst 1-Yr Total Return (2008): | -30.96% | |
Best 3-Yr Total Return (2004-6): | 9.19% | |
Worst 3-Yr Total Return (2006-8): | -6.00% |
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| 1-Year: | 5.71% | | 3-Year: | -0.60% | | 5-Year: | 3.94% | | 10-Year: | 7.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CVTRX | Category | Diff | Index* | Diff | | Year To Date | 30.30 | 18.16 | 12.14 | N/A | N/A | | 1-Month | 0.18 | -1.24 | 1.42 | N/A | N/A | | 3-Month | 7.68 | 4.71 | 2.97 | N/A | N/A | | 1-Year | 32.49 | 15.73 | 16.76 | N/A | N/A | | 3-Year | 0.20 | -2.66 | 2.86 | N/A | N/A | | 5-Year | 4.90 | 2.10 | 2.8 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.15 | 33.32 | 7.83 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.17 | -8.51 | 2.34 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CVTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.96 | -28.00 | -2.96 | | 2007 | | | 9.54 | 5.99 | 3.55 | | 2006 | | | 9.84 | 11.29 | -1.45 | | 2005 | | | 8.06 | 5.13 | 2.93 | | 2004 | | | 9.67 | 8.86 | 0.81 | | 2003 | | | 27.57 | 20.35 | 7.22 | | 2002 | | | -4.10 | -12.02 | 7.92 | | 2001 | | | -2.38 | -5.05 | 2.67 | | 2000 | | | 6.86 | 1.82 | 5.04 | | 1999 | | | 52.94 | 10.71 | 42.23 |
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| PAST QUARTERLY RETURNS (%) FOR
CVTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.41 | 13.44 | 15.12 | N/A | | 2008 | -9.24 | 0.15 | -10.97 | -14.68 | | 2007 | -0.14 | 5.95 | 4.93 | -1.32 | | 2006 | 5.84 | -3.35 | 2.44 | 4.82 | | 2005 | -1.41 | 1.63 | 6.32 | 1.43 | | 2004 | 3.56 | -1.71 | -1.21 | 9.06 | | 2003 | 1.05 | 11.74 | 2.82 | 9.87 | | 2002 | 1.85 | -2.65 | -8.06 | 5.19 | | 2001 | -6.65 | 4.13 | -7.01 | 8.01 | | 2000 | 7.06 | -2.65 | 7.90 | -4.98 | | 1999 | N/A | N/A | N/A | 34.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 1211 | 1.98 | | 1-Month | 176 | 1258 | 13.99 | | 3-Month | 12 | 1256 | 0.96 | | 6-Month | 73 | 1220 | 5.98 | | 1-Year | 12 | 1204 | 1.00 | | 3-Year | 58 | 950 | 6.11 | | 5-Year | 29 | 796 | 3.64 |
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0.22% Nasdaq 
0.02 (0.07%) 
Performance
