|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.70% | | 5-Year Average Return: | -1.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.13% | |
Worst 1-Yr Total Return (2008): | -40.77% | |
Best 3-Yr Total Return (2004-6): | 11.05% | |
Worst 3-Yr Total Return (2006-8): | -9.80% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBBYX | Category | Diff | Index* | Diff | | Year To Date | 18.70 | 21.73 | -3.03 | 24.07 | -5.37 | | 1-Month | 4.66 | 5.16 | -0.5 | 6.00 | -1.34 | | 3-Month | 5.42 | 6.45 | -1.03 | 7.91 | -2.49 | | 1-Year | 27.46 | 24.67 | 2.79 | 25.39 | 2.07 | | 3-Year | -8.51 | -7.33 | -1.18 | -5.79 | -2.72 | | 5-Year | -1.20 | 0.27 | -1.47 | 0.71 | -1.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.02 | 47.53 | -10.51 | 45.76 | -8.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.51 | -16.99 | -2.52 | -18.25 | -1.26 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBBYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.77 | -37.09 | -3.68 | | 2007 | | | 5.77 | 1.42 | 4.35 | | 2006 | | | 17.13 | 18.15 | -1.02 | | 2005 | | | 4.28 | 5.95 | -1.67 | | 2004 | | | 12.14 | 12.97 | -0.83 | | 2003 | | | 31.99 | 28.44 | 3.55 | | 2002 | | | -26.30 | -18.69 | -7.61 | | 2001 | | | -1.61 | -4.99 | 3.38 | | 2000 | | | 13.84 | 7.87 | 5.97 | | 1999 | | | 11.33 | 6.72 | 4.61 |
|
| PAST QUARTERLY RETURNS (%) FOR
CBBYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.54 | 14.22 | 10.89 | N/A | | 2008 | -14.08 | -3.55 | -10.48 | -20.15 | | 2007 | 1.35 | 5.31 | 1.68 | -2.53 | | 2006 | 3.37 | -2.01 | 7.67 | 7.39 | | 2005 | -1.28 | 0.81 | 1.61 | 3.11 | | 2004 | 4.20 | -0.80 | -0.23 | 8.73 | | 2003 | -3.00 | 17.53 | 3.11 | 12.28 | | 2002 | 0.61 | -16.30 | -19.55 | 8.79 | | 2001 | -3.36 | 6.32 | -13.81 | 11.10 | | 2000 | 2.02 | 3.31 | 6.13 | 1.77 | | 1999 | N/A | N/A | N/A | 7.75 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 749 | 1293 | 57.93 | | 1-Month | 802 | 1338 | 59.94 | | 3-Month | 332 | 1329 | 24.98 | | 6-Month | 1267 | 1320 | 95.98 | | 1-Year | 431 | 1280 | 33.67 | | 3-Year | 617 | 1088 | 56.71 | | 5-Year | 616 | 917 | 67.18 |
|
|
|
|
|
0.02% Nasdaq 
0.33%
Performance
