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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.65% | | 5-Year Average Return: | 3.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.62% | |
Worst 1-Yr Total Return (2008): | -5.96% | |
Best 3-Yr Total Return (2005-7): | 4.13% | |
Worst 3-Yr Total Return (2006-8): | 0.86% |
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| 1-Year: | 0.93% | | 3-Year: | 2.43% | | 5-Year: | 3.21% | | 10-Year: | 4.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBDBX | Category | Diff | Index* | Diff | | Year To Date | 10.65 | 14.86 | -4.21 | 7.61 | 3.04 | | 1-Month | 0.71 | 1.13 | -0.42 | 1.29 | -0.58 | | 3-Month | 3.05 | 3.76 | -0.71 | 2.86 | 0.19 | | 1-Year | 11.25 | 18.84 | -7.59 | 11.63 | -0.38 | | 3-Year | 3.01 | 4.58 | -1.57 | 6.40 | -3.39 | | 5-Year | 3.47 | 4.20 | -0.73 | 5.49 | -2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.79 | 13.91 | -3.12 | 7.06 | 3.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.07 | 6.57 | -5.5 | 7.94 | -6.87 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.96 | -4.70 | -1.26 | | 2007 | | | 5.62 | 4.70 | 0.92 | | 2006 | | | 3.28 | 4.15 | -0.87 | | 2005 | | | 3.49 | 1.80 | 1.69 | | 2004 | | | 5.02 | 3.91 | 1.11 | | 2003 | | | 7.18 | 5.10 | 2.08 | | 2002 | | | 5.24 | 8.04 | -2.80 | | 2001 | | | 12.26 | 7.64 | 4.62 | | 2000 | | | 4.86 | 9.44 | -4.58 | | 1999 | | | -0.62 | -1.35 | 0.73 |
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| PAST QUARTERLY RETURNS (%) FOR
CBDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.49 | 4.23 | 5.28 | N/A | | 2008 | 0.18 | -0.23 | -2.08 | -3.91 | | 2007 | 1.46 | -0.58 | 2.50 | 2.16 | | 2006 | -0.65 | -0.17 | 3.23 | 0.87 | | 2005 | 0.66 | 2.60 | -0.28 | 0.49 | | 2004 | 3.01 | -2.10 | 3.10 | 1.01 | | 2003 | 1.03 | 4.67 | 0.31 | 1.04 | | 2002 | -0.56 | 2.73 | 1.95 | 1.06 | | 2001 | 7.44 | 2.79 | 1.53 | 0.12 | | 2000 | 2.65 | -0.98 | 3.01 | 0.16 | | 1999 | N/A | N/A | N/A | -0.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 799 | 1126 | 70.96 | | 1-Month | 852 | 1168 | 72.95 | | 3-Month | 856 | 1158 | 73.92 | | 6-Month | 775 | 1140 | 67.98 | | 1-Year | 715 | 1120 | 63.84 | | 3-Year | 656 | 970 | 67.63 | | 5-Year | 553 | 854 | 64.75 |
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