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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.06% | | 5-Year Average Return: | 2.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.01% | |
Worst 1-Yr Total Return (2008): | -36.75% | |
Best 3-Yr Total Return (2004-6): | 9.50% | |
Worst 3-Yr Total Return (2006-8): | -8.15% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBCIX | Category | Diff | Index* | Diff | | Year To Date | 32.06 | 31.20 | 0.86 | 24.07 | 7.99 | | 1-Month | 4.55 | 5.67 | -1.12 | 6.00 | -1.45 | | 3-Month | 12.54 | 8.18 | 4.36 | 7.91 | 4.63 | | 1-Year | 33.83 | 34.04 | -0.21 | 25.39 | 8.44 | | 3-Year | -2.51 | -3.89 | 1.38 | -5.79 | 3.28 | | 5-Year | 2.32 | 1.25 | 1.07 | 0.71 | 1.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.07 | 43.84 | 4.23 | 45.76 | 2.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.72 | -18.03 | 1.31 | -18.25 | 1.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.75 | -40.67 | 3.92 | | 2007 | | | 9.37 | 13.35 | -3.98 | | 2006 | | | 12.01 | 7.05 | 4.96 | | 2005 | | | 6.41 | 6.71 | -0.30 | | 2004 | | | 10.15 | 7.81 | 2.34 | | 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
CBCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.85 | 18.24 | 15.21 | N/A | | 2008 | -9.15 | -3.22 | -7.94 | -21.86 | | 2007 | -0.23 | 6.06 | 4.56 | -1.14 | | 2006 | 3.48 | -2.38 | 5.29 | 5.31 | | 2005 | -1.17 | 1.37 | 4.24 | 1.90 | | 2004 | 2.09 | 0.78 | -2.99 | 10.37 | | 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 | 981 | 1818 | 53.96 | | 1-Month | 1848 | 1906 | 96.96 | | 3-Month | 437 | 1904 | 22.95 | | 6-Month | 167 | 1866 | 8.95 | | 1-Year | 936 | 1815 | 51.57 | | 3-Year | 515 | 1537 | 33.51 | | 5-Year | 334 | 1273 | 26.24 |
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0.20% Nasdaq 
Performance
