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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.86% | | 5-Year Average Return: | 3.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | 8.67% | |
Worst 1-Yr Total Return (2009): | -4.95% | |
Best 3-Yr Total Return (2006-8): | 6.15% | |
Worst 3-Yr Total Return (2007-9): | 3.13% |
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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 | CAUSX | Category | Diff | Index* | Diff | | Year To Date | 1.86 | 1.50 | 0.36 | 1.53 | 0.33 | | 1-Month | 1.86 | 1.50 | 0.36 | 1.53 | 0.33 | | 3-Month | -0.82 | 1.05 | -1.87 | 1.23 | -2.05 | | 1-Year | -1.56 | 6.76 | -8.32 | 8.51 | -10.07 | | 3-Year | 3.87 | 5.79 | -1.92 | 6.60 | -2.73 | | 5-Year | 3.29 | 4.42 | -1.13 | 5.16 | -1.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 0.23 | 4.81 | -4.58 | 7.06 | -6.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.73 | 7.44 | -4.71 | 7.94 | -5.21 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CAUSX | Category | Diff | | 2009 | | | -4.95 | 4.74 | -9.69 | | 2008 | | | 8.67 | 4.76 | 3.91 | | 2007 | | | 6.19 | 6.09 | 0.10 | | 2006 | | | 3.65 | 3.47 | 0.18 | | 2005 | | | 1.88 | 1.91 | -0.03 | | 2004 | | | 3.44 | 3.01 | 0.43 | | 2003 | | | 1.74 | 1.90 | -0.16 | | 2002 | | | 8.97 | 9.23 | -0.26 | | 2001 | | | 4.63 | 6.81 | -2.18 | | 2000 | | | 12.96 | 10.86 | 2.10 |
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| PAST QUARTERLY RETURNS (%) FOR
CAUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.36 | -5.07 | 3.16 | -3.29 | | 2008 | 2.55 | -1.19 | 1.97 | 5.18 | | 2007 | 1.08 | -0.21 | 2.41 | 2.80 | | 2006 | -0.14 | -0.24 | 2.95 | 1.06 | | 2005 | -0.31 | 2.38 | -0.68 | 0.50 | | 2004 | 1.74 | -1.62 | 2.56 | 0.76 | | 2003 | 0.64 | 2.43 | -1.03 | -0.29 | | 2002 | 0.26 | 3.21 | 4.72 | 0.57 | | 2001 | 2.00 | -0.96 | 4.39 | -0.78 | | 2000 | 2.67 | 1.77 | 2.72 | 5.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 85 | 372 | 22.85 | | 1-Month | 115 | 372 | 30.91 | | 3-Month | 365 | 369 | 98.92 | | 6-Month | 365 | 369 | 98.92 | | 1-Year | 310 | 364 | 85.16 | | 3-Year | 250 | 340 | 73.53 | | 5-Year | 222 | 312 | 71.15 |
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