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| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.39% | | 5-Year Average Return: | 3.59% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.67% | |
Worst 1-Yr Total Return (2005): | 1.88% | |
Best 3-Yr Total Return (2006-8): | 6.15% | |
Worst 3-Yr Total Return (2004-6): | 2.99% |
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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 | -2.39 | 5.18 | -7.57 | 6.24 | -8.63 | | 1-Month | -0.68 | 0.57 | -1.25 | 0.49 | -1.17 | | 3-Month | 1.77 | 2.42 | -0.65 | 2.60 | -0.83 | | 1-Year | 3.36 | 10.54 | -7.18 | 13.79 | -10.43 | | 3-Year | 4.18 | 5.52 | -1.34 | 6.35 | -2.17 | | 5-Year | 3.59 | 4.28 | -0.69 | 5.05 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 0.23 | 4.85 | -4.62 | 7.06 | -6.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.73 | 7.28 | -4.55 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | -4.94 | -1.35 | -3.59 |
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| PAST QUARTERLY RETURNS (%) FOR
CAUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.36 | -5.07 | 3.16 | N/A | | 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 | | 1999 | N/A | N/A | N/A | -1.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 355 | 367 | 96.73 | | 1-Month | 370 | 374 | 98.93 | | 3-Month | 269 | 374 | 71.93 | | 6-Month | 361 | 373 | 96.78 | | 1-Year | 293 | 357 | 82.07 | | 3-Year | 236 | 345 | 68.41 | | 5-Year | 211 | 318 | 66.35 |
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0.22% Nasdaq 
0.06 (0.58%) 
Performance
