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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.31% | | 5-Year Average Return: | 0.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.26% | |
Worst 1-Yr Total Return (2008): | -36.62% | |
Best 3-Yr Total Return (2004-6): | 12.07% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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| 1-Year: | -4.65% | | 3-Year: | -6.23% | | 5-Year: | 1.20% | | 10-Year: | 1.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CVUCX | Category | Diff | Index* | Diff | | Year To Date | 23.31 | 21.73 | 1.58 | 24.07 | -0.76 | | 1-Month | 4.65 | 5.16 | -0.51 | 6.00 | -1.35 | | 3-Month | 6.23 | 6.45 | -0.22 | 7.91 | -1.68 | | 1-Year | 31.09 | 24.67 | 6.42 | 25.39 | 5.7 | | 3-Year | -7.12 | -7.33 | 0.21 | -5.79 | -1.33 | | 5-Year | 0.52 | 0.27 | 0.25 | 0.71 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.18 | 47.53 | 5.65 | 45.76 | 7.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.23 | -16.99 | 2.76 | -18.25 | 4.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CVUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.62 | -37.09 | 0.47 | | 2007 | | | 0.57 | 1.42 | -0.85 | | 2006 | | | 18.26 | 18.15 | 0.11 | | 2005 | | | 7.34 | 5.95 | 1.39 | | 2004 | | | 10.88 | 12.97 | -2.09 | | 2003 | | | 23.71 | 28.44 | -4.73 | | 2002 | | | -16.43 | -18.69 | 2.26 | | 2001 | | | -7.35 | -4.99 | -2.36 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CVUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.85 | 17.74 | 17.61 | N/A | | 2008 | -10.76 | -4.96 | -6.36 | -20.20 | | 2007 | 0.63 | 4.80 | -0.34 | -4.31 | | 2006 | 3.02 | 0.77 | 6.27 | 7.19 | | 2005 | 1.15 | 1.33 | 3.92 | 0.78 | | 2004 | 0.25 | 2.45 | -0.69 | 8.71 | | 2003 | -4.18 | 13.30 | 1.35 | 12.45 | | 2002 | 2.48 | -8.81 | -14.88 | 5.05 | | 2001 | -6.56 | 2.83 | -10.54 | 7.78 | | 2000 | N/A | -0.90 | 3.27 | 7.10 | | 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 | 439 | 1293 | 33.95 | | 1-Month | 388 | 1338 | 29.00 | | 3-Month | 730 | 1329 | 54.93 | | 6-Month | 607 | 1320 | 45.98 | | 1-Year | 174 | 1280 | 13.59 | | 3-Year | 409 | 1088 | 37.59 | | 5-Year | 315 | 917 | 34.35 |
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1.27% Nasdaq 
Performance
