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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.55% | | 5-Year Average Return: | -2.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.88% | |
Worst 1-Yr Total Return (2008): | -41.28% | |
Best 3-Yr Total Return (2004-6): | 9.89% | |
Worst 3-Yr Total Return (2006-8): | -10.66% |
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| 1-Year: | -9.58% | | 3-Year: | -8.90% | | 5-Year: | -1.72% | | 10-Year: | 0.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBBCX | Category | Diff | Index* | Diff | | Year To Date | 17.55 | 21.73 | -4.18 | 24.07 | -6.52 | | 1-Month | 4.73 | 5.16 | -0.43 | 6.00 | -1.27 | | 3-Month | 5.49 | 6.45 | -0.96 | 7.91 | -2.42 | | 1-Year | 26.31 | 24.67 | 1.64 | 25.39 | 0.92 | | 3-Year | -9.38 | -7.33 | -2.05 | -5.79 | -3.59 | | 5-Year | -2.19 | 0.27 | -2.46 | 0.71 | -2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.75 | 47.53 | -11.78 | 45.76 | -10.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.53 | -16.99 | -3.54 | -18.25 | -2.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.28 | -37.09 | -4.19 | | 2007 | | | 4.80 | 1.42 | 3.38 | | 2006 | | | 15.88 | 18.15 | -2.27 | | 2005 | | | 3.17 | 5.95 | -2.78 | | 2004 | | | 10.99 | 12.97 | -1.98 | | 2003 | | | 30.67 | 28.44 | 2.23 | | 2002 | | | -26.99 | -18.69 | -8.30 | | 2001 | | | -2.53 | -4.99 | 2.46 | | 2000 | | | 12.77 | 7.87 | 4.90 | | 1999 | | | 9.86 | 6.72 | 3.14 |
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| PAST QUARTERLY RETURNS (%) FOR
CBBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.98 | 13.90 | 10.63 | N/A | | 2008 | -14.32 | -3.62 | -10.69 | -20.37 | | 2007 | 1.14 | 4.97 | 1.51 | -2.75 | | 2006 | 3.17 | -2.56 | 7.61 | 7.12 | | 2005 | -1.79 | 0.55 | 1.65 | 2.78 | | 2004 | 3.72 | -0.75 | -0.76 | 8.65 | | 2003 | -3.35 | 17.50 | 2.88 | 11.84 | | 2002 | 0.40 | -16.51 | -19.80 | 8.60 | | 2001 | -3.36 | 5.91 | -13.99 | 10.71 | | 2000 | 2.09 | 2.86 | 5.74 | 1.57 | | 1999 | N/A | N/A | N/A | 7.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 801 | 1293 | 61.95 | | 1-Month | 548 | 1338 | 40.96 | | 3-Month | 305 | 1329 | 22.95 | | 6-Month | 1280 | 1320 | 96.97 | | 1-Year | 484 | 1280 | 37.81 | | 3-Year | 752 | 1088 | 69.12 | | 5-Year | 692 | 917 | 75.46 |
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0.51% Nasdaq 
Performance
