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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.65% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.76% | |
Worst 1-Yr Total Return (2008): | -36.86% | |
Best 3-Yr Total Return (2004-6): | 9.23% | |
Worst 3-Yr Total Return (2006-8): | -8.36% |
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| 1-Year: | -7.88% | | 3-Year: | -5.10% | | 5-Year: | 1.21% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBCAX | Category | Diff | Index* | Diff | | Year To Date | 31.65 | 31.20 | 0.45 | 24.07 | 7.58 | | 1-Month | 4.47 | 5.67 | -1.2 | 6.00 | -1.53 | | 3-Month | 12.38 | 8.18 | 4.2 | 7.91 | 4.47 | | 1-Year | 33.54 | 34.04 | -0.5 | 25.39 | 8.15 | | 3-Year | -2.77 | -3.89 | 1.12 | -5.79 | 3.02 | | 5-Year | 2.05 | 1.25 | 0.8 | 0.71 | 1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.78 | 43.84 | 3.94 | 45.76 | 2.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.89 | -18.03 | 1.14 | -18.25 | 1.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.86 | -40.67 | 3.81 | | 2007 | | | 9.07 | 13.35 | -4.28 | | 2006 | | | 11.76 | 7.05 | 4.71 | | 2005 | | | 6.06 | 6.71 | -0.65 | | 2004 | | | 9.94 | 7.81 | 2.13 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CBCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.87 | 18.03 | 15.16 | N/A | | 2008 | -9.19 | -3.24 | -7.98 | -21.92 | | 2007 | -0.31 | 6.01 | 4.51 | -1.25 | | 2006 | 3.41 | -2.39 | 5.24 | 5.21 | | 2005 | -1.27 | 1.28 | 4.25 | 1.74 | | 2004 | 2.09 | 0.68 | -3.00 | 10.27 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 945 | 1818 | 51.98 | | 1-Month | 1810 | 1906 | 94.96 | | 3-Month | 285 | 1904 | 14.97 | | 6-Month | 186 | 1866 | 9.97 | | 1-Year | 901 | 1815 | 49.64 | | 3-Year | 518 | 1537 | 33.70 | | 5-Year | 381 | 1273 | 29.93 |
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0.63% Nasdaq 
0.03%
Performance
