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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.13% | | 5-Year Average Return: | -0.67% | | Number of Years Up: | 1 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 20.62% | |
Worst 1-Yr Total Return (2008): | -36.49% | |
Best 3-Yr Total Return (2005-7): | 5.32% | |
Worst 3-Yr Total Return (2006-8): | -9.34% |
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| 1-Year: | -7.55% | | 3-Year: | -6.71% | | 5-Year: | -0.52% | | 10-Year: | 4.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBECX | Category | Diff | Index* | Diff | | Year To Date | 25.13 | 21.73 | 3.4 | 24.07 | 1.06 | | 1-Month | 4.98 | 5.16 | -0.18 | 6.00 | -1.02 | | 3-Month | 6.54 | 6.45 | 0.09 | 7.91 | -1.37 | | 1-Year | 29.90 | 24.67 | 5.23 | 25.39 | 4.51 | | 3-Year | -7.81 | -7.33 | -0.48 | -5.79 | -2.02 | | 5-Year | -0.67 | 0.27 | -0.94 | 0.71 | -1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.97 | 47.53 | 3.44 | 45.76 | 5.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.32 | -16.99 | 0.67 | -18.25 | 1.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.49 | -37.09 | 0.60 | | 2007 | | | -2.74 | 1.42 | -4.16 | | 2006 | | | 20.62 | 18.15 | 2.47 | | 2005 | | | -0.42 | 5.95 | -6.37 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CBECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.22 | 18.09 | 18.18 | N/A | | 2008 | -8.44 | -6.35 | -2.81 | -23.78 | | 2007 | -1.43 | 4.87 | -0.49 | -5.45 | | 2006 | 5.16 | 0.00 | 6.92 | 7.28 | | 2005 | -2.06 | 0.35 | -0.23 | 1.56 | | 2004 | N/A | N/A | N/A | 7.18 | | 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 | 349 | 1293 | 26.99 | | 1-Month | 829 | 1338 | 61.96 | | 3-Month | 691 | 1329 | 51.99 | | 6-Month | 184 | 1320 | 13.94 | | 1-Year | 226 | 1280 | 17.66 | | 3-Year | 505 | 1088 | 46.42 | | 5-Year | 569 | 917 | 62.05 |
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1.27% Nasdaq 
Performance
