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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.63% | | 5-Year Average Return: | 1.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.67% | |
Worst 1-Yr Total Return (2008): | -37.67% | |
Best 3-Yr Total Return (2004-6): | 8.39% | |
Worst 3-Yr Total Return (2006-8): | -10.08% |
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| 1-Year: | -4.47% | | 3-Year: | -4.58% | | 5-Year: | 0.73% | | 10-Year: | 2.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CAFAX | Category | Diff | Index* | Diff | | Year To Date | 27.63 | 24.15 | 3.48 | 17.05 | 10.58 | | 1-Month | -2.38 | -2.25 | -0.13 | -1.86 | -0.52 | | 3-Month | 4.83 | 4.52 | 0.31 | 5.48 | -0.65 | | 1-Year | 19.86 | 15.35 | 4.51 | 9.80 | 10.06 | | 3-Year | -4.59 | -4.95 | 0.36 | -7.02 | 2.43 | | 5-Year | 1.10 | 0.99 | 0.11 | 0.33 | 0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.21 | 42.81 | 8.4 | 45.76 | 5.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.09 | -17.14 | 7.05 | -18.25 | 8.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CAFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.67 | -40.67 | 3.00 | | 2007 | | | 7.39 | 13.35 | -5.96 | | 2006 | | | 8.61 | 7.05 | 1.56 | | 2005 | | | 6.90 | 6.71 | 0.19 | | 2004 | | | 9.67 | 7.81 | 1.86 | | 2003 | | | 29.64 | 28.66 | 0.98 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CAFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.07 | 18.59 | 16.13 | N/A | | 2008 | -10.00 | -4.70 | -6.28 | -22.47 | | 2007 | 2.00 | 6.00 | 2.75 | -3.33 | | 2006 | 3.25 | -2.59 | 2.52 | 5.34 | | 2005 | -2.79 | 3.15 | 2.37 | 4.14 | | 2004 | 2.56 | 1.80 | -3.02 | 8.31 | | 2003 | -0.85 | 15.59 | 2.76 | 10.08 | | 2002 | N/A | -11.35 | -14.35 | 7.42 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 522 | 1802 | 28.97 | | 1-Month | 1209 | 1890 | 63.97 | | 3-Month | 1337 | 1884 | 70.97 | | 6-Month | 822 | 1827 | 44.99 | | 1-Year | 365 | 1797 | 20.31 | | 3-Year | 574 | 1518 | 37.81 | | 5-Year | 479 | 1251 | 38.29 |
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0.01% Nasdaq 
Performance
