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(CUGYX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.02%
5-year average return-1.33%
Number of years up8
Number of years down1
Best 1-yr total return (25 Jun 2024)6.97%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return6.97%
Worst 3-yr total return-4.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCUGYXCategory
YTD-2.82%-0.61%
1-month2.11%0.77%
3-month-0.59%1.99%
1-year-0.15%3.06%
3-year-6.08%5.69%
5-year-1.61%3.75%
10-year0.76%3.84%
Last bull market9.83%4.61%
Last bear market-4.94%1.87%

Annual total return (%) history

Year
CUGYXCategory
2024
N/AN/A
2023
4.42%N/A
2022
-16.78%N/A
2021
0.22%N/A
2020
6.13%8.06%
2019
6.97%8.94%
2018
2.11%-0.61%
2017
3.37%4.27%
2016
2.60%3.86%
2015
1.45%-0.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.38%N/AN/AN/A
20232.41%-1.91%-4.38%8.70%
2022-6.20%-4.94%-7.35%0.74%
20212.12%-0.25%-0.33%-1.29%
2020-2.62%5.39%1.59%1.80%
20192.48%2.34%1.15%0.83%
2018-0.82%0.69%-0.16%2.42%
20170.99%1.25%0.94%0.15%
20161.59%1.73%0.78%-1.49%
20151.46%0.04%0.38%-0.44%

Rank in category (by total return)

YTD98
1-month4
3-month97
1-year98
3-year99
5-year99

Load adjusted returns

1-year-0.15%
3-year-6.08%
5-year-1.61%
10-year0.76%