Total Returns for CGM Focus (CGMFX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    1.15% -23.00 -15.90 99 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -48.18% 79.97% 14.92% 25.29% 12.41%
    +/- Category -7.51 66.62 7.87 18.58 4.60
    +/- Index -11.18 74.48 -0.87 20.38 1.53
    Rank in Category 96 1 41 1 92
    # of Funds in Category 1,809 1,748 1,642 1,495 1,400
    2003 2002 2001 2000 1999
    Total Returns Per Year 66.46% -17.79% 47.65% 53.93% 8.45%
    +/- Category 37.80 9.85 69.95 66.98 -30.42
    +/- Index 37.78 4.31 59.54 63.03 -12.59
    Rank in Category 4 61 1 1 68
    # of Funds in Category 1,311 1,234 1,064 805 633
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -2.15% — -0.45% 1,555
    1-Week -0.24% 82 -0.30% 1,555
    1-Month 3.03% 28 0.12% 1,553
    3-Month 8.52% 18 2.09% 1,549
    Year-to-date 9.49% 99 -14.10% 1,477
    1-Year 14.63% 98 -11.48% 1,475
    3-Year Annualized 1.70% 4 7.17% 1,259
    5-Year Annualized 7.72% 2 7.24% 1,045
    10-Year Annualized 19.11% 1 20.06% 278
    Since Inception 14.15% — — —
    Inception Date 09/03/1997
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/27/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 4.10% -2.36%
    3-Month 10.69% 2.59%
    Year-to-date 3.60% 1.15%
    1-Year -35.06% -9.59%
    3-Year Annualized 1.11% -0.37%
    5-Year Annualized 7.78% 7.83%
    10-Year Annualized 19.59% 19.11%
    Since Inception 14.49% 14.15%
    Inception Date 09/03/1997
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -89.25%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 1.15% -9.59% -0.37% 7.83% 19.11% 14.15%
    On Distribution* 1.15% -9.84% -2.77% 5.30% 17.30% 12.73%
    Rank in Category 99 99 15 3 1 —
    On Distribution & Sales of Shares* 0.75% -6.23% -0.85% 6.06% 16.76% 12.35%
    Rank in Category 99 99 6 2 1 —
    Tax Cost Ratio — — 2.41% 2.35% 1.52% —
    Data as of 10/31/2009
    * After Tax