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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.95% | | 5-Year Average Return: | 0.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.41% | |
Worst 1-Yr Total Return (2008): | -29.56% | |
Best 3-Yr Total Return (2004-6): | 8.27% | |
Worst 3-Yr Total Return (2006-8): | -6.81% |
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| 1-Year: | -2.32% | | 3-Year: | -4.64% | | 5-Year: | 0.28% | | 10-Year: | 2.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBACX | Category | Diff | Index* | Diff | | Year To Date | 16.95 | 22.21 | -5.26 | N/A | N/A | | 1-Month | 3.43 | 3.58 | -0.15 | N/A | N/A | | 3-Month | 5.19 | 5.74 | -0.55 | N/A | N/A | | 1-Year | 23.59 | 26.14 | -2.55 | N/A | N/A | | 3-Year | -5.12 | -2.18 | -2.94 | N/A | N/A | | 5-Year | 0.06 | 2.20 | -2.14 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.63 | 33.99 | -5.36 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.46 | -9.13 | -1.33 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.56 | -28.00 | -1.56 | | 2007 | | | 2.20 | 5.99 | -3.79 | | 2006 | | | 12.41 | 11.29 | 1.12 | | 2005 | | | 3.25 | 5.13 | -1.88 | | 2004 | | | 9.37 | 8.86 | 0.51 | | 2003 | | | 21.88 | 20.35 | 1.53 | | 2002 | | | -11.35 | -12.02 | 0.67 | | 2001 | | | 1.00 | -5.05 | 6.05 | | 2000 | | | 11.67 | 1.82 | 9.85 | | 1999 | | | 4.16 | 10.71 | -6.55 |
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| PAST QUARTERLY RETURNS (%) FOR
CBACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.50 | 11.33 | 9.68 | N/A | | 2008 | -9.86 | -2.33 | -7.39 | -13.60 | | 2007 | 0.31 | 2.98 | 0.94 | -1.98 | | 2006 | 1.97 | -1.55 | 6.12 | 5.51 | | 2005 | -0.83 | 0.99 | 1.60 | 1.46 | | 2004 | 2.92 | -0.63 | 0.60 | 6.31 | | 2003 | -1.27 | 12.64 | 1.00 | 8.51 | | 2002 | -0.07 | -8.24 | -8.49 | 5.65 | | 2001 | -1.20 | 3.25 | -6.83 | 6.27 | | 2000 | 2.17 | 1.77 | 5.12 | 2.16 | | 1999 | N/A | N/A | N/A | 4.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 970 | 1184 | 81.93 | | 1-Month | 493 | 1233 | 39.98 | | 3-Month | 208 | 1229 | 16.92 | | 6-Month | 966 | 1208 | 79.97 | | 1-Year | 718 | 1183 | 60.69 | | 3-Year | 699 | 932 | 75.00 | | 5-Year | 579 | 784 | 73.85 |
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