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| Morningstar Return Rating: | High | | Year to Date Return: | 3.60% | | 5-Year Average Return: | 7.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 79.97% | |
Worst 1-Yr Total Return (2008): | -48.18% | |
Best 3-Yr Total Return (2005-7): | 37.35% | |
Worst 3-Yr Total Return (2006-8): | 2.34% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CGMFX | Category | Diff | Index* | Diff | | Year To Date | 3.60 | 27.04 | -23.44 | 19.26 | -15.66 | | 1-Month | 4.10 | 4.73 | -0.63 | 3.73 | 0.37 | | 3-Month | 10.69 | 14.76 | -4.07 | 15.61 | -4.92 | | 1-Year | -35.06 | -2.69 | -32.37 | -6.91 | -28.15 | | 3-Year | 1.11 | -3.25 | 4.36 | -5.43 | 6.54 | | 5-Year | 7.78 | 1.77 | 6.01 | 1.02 | 6.76 | | Last Bull Market (
31-May-06
to 30-Jun-07) | 22.94 | 15.53 | 7.41 | 19.01 | 3.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -41.77 | -16.94 | -24.83 | -18.25 | -23.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CGMFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.18 | -40.67 | -7.51 | | 2007 | | | 79.97 | 13.35 | 66.62 | | 2006 | | | 14.92 | 7.05 | 7.87 | | 2005 | | | 25.29 | 6.71 | 18.58 | | 2004 | | | 12.41 | 7.81 | 4.60 | | 2003 | | | 66.46 | 28.66 | 37.80 | | 2002 | | | -17.79 | -27.64 | 9.85 | | 2001 | | | 47.65 | -22.30 | 69.95 | | 2000 | | | 53.93 | -13.05 | 66.98 | | 1999 | | | 8.45 | 38.87 | -30.42 |
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| PAST QUARTERLY RETURNS (%) FOR
CGMFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.72 | 12.37 | 10.69 | N/A | | 2008 | -7.81 | 27.01 | -29.40 | -37.31 | | 2007 | 9.43 | 12.70 | 30.28 | 12.01 | | 2006 | 10.33 | 4.53 | -6.85 | 6.98 | | 2005 | 10.88 | 3.06 | 17.44 | -6.64 | | 2004 | 5.55 | -4.91 | 7.12 | 4.55 | | 2003 | -7.40 | 34.65 | 10.70 | 20.59 | | 2002 | 10.15 | -0.79 | -21.34 | -4.36 | | 2001 | 5.25 | 19.66 | -15.33 | 38.45 | | 2000 | -1.52 | 8.41 | -0.18 | 44.44 | | 1999 | N/A | N/A | N/A | 23.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1804 | 1804 | 100.00 | | 1-Month | 264 | 1886 | 14.00 | | 3-Month | 463 | 1855 | 24.96 | | 6-Month | 1688 | 1816 | 92.95 | | 1-Year | 1485 | 1788 | 83.05 | | 3-Year | 44 | 1515 | 2.90 | | 5-Year | 20 | 1255 | 1.59 |
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0.02% Nasdaq 
0.85 (2.97%) 
Performance
