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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.62% | | 5-Year Average Return: | -2.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.93% | |
Worst 1-Yr Total Return (2008): | -41.23% | |
Best 3-Yr Total Return (2004-6): | 9.92% | |
Worst 3-Yr Total Return (2006-8): | -10.69% |
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| 1-Year: | -12.05% | | 3-Year: | -9.48% | | 5-Year: | -1.79% | | 10-Year: | 0.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBBDX | Category | Diff | Index* | Diff | | Year To Date | 17.62 | 21.73 | -4.11 | 24.07 | -6.45 | | 1-Month | 4.74 | 5.16 | -0.42 | 6.00 | -1.26 | | 3-Month | 5.51 | 6.45 | -0.94 | 7.91 | -2.4 | | 1-Year | 26.42 | 24.67 | 1.75 | 25.39 | 1.03 | | 3-Year | -9.34 | -7.33 | -2.01 | -5.79 | -3.55 | | 5-Year | -2.20 | 0.27 | -2.47 | 0.71 | -2.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.92 | 47.53 | -11.61 | 45.76 | -9.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.36 | -16.99 | -3.37 | -18.25 | -2.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.23 | -37.09 | -4.14 | | 2007 | | | 4.56 | 1.42 | 3.14 | | 2006 | | | 15.93 | 18.15 | -2.22 | | 2005 | | | 3.18 | 5.95 | -2.77 | | 2004 | | | 11.02 | 12.97 | -1.95 | | 2003 | | | 30.79 | 28.44 | 2.35 | | 2002 | | | -27.28 | -18.69 | -8.59 | | 2001 | | | -2.53 | -4.99 | 2.46 | | 2000 | | | 12.79 | 7.87 | 4.92 | | 1999 | | | 10.20 | 6.72 | 3.48 |
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| PAST QUARTERLY RETURNS (%) FOR
CBBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.02 | 13.96 | 10.67 | N/A | | 2008 | -14.39 | -3.64 | -10.76 | -20.18 | | 2007 | 1.14 | 4.98 | 1.29 | -2.78 | | 2006 | 3.17 | -2.56 | 7.63 | 7.14 | | 2005 | -1.79 | 0.83 | 1.37 | 2.79 | | 2004 | 4.03 | -1.04 | -0.47 | 8.35 | | 2003 | -2.97 | 17.10 | 2.89 | 11.88 | | 2002 | 0.11 | -16.56 | -19.53 | 8.18 | | 2001 | -3.63 | 5.93 | -14.02 | 11.05 | | 2000 | 1.81 | 2.87 | 5.75 | 1.84 | | 1999 | N/A | N/A | N/A | 7.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 827 | 1293 | 63.96 | | 1-Month | 789 | 1338 | 58.97 | | 3-Month | 385 | 1329 | 28.97 | | 6-Month | 1267 | 1320 | 95.98 | | 1-Year | 515 | 1280 | 40.23 | | 3-Year | 762 | 1088 | 70.04 | | 5-Year | 695 | 917 | 75.79 |
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0.51% Nasdaq 
Performance
