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| Morningstar Return Rating: | Average | | Year to Date Return: | -3.19% | | 5-Year Average Return: | -0.65% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 27.46% | |
Worst 1-Yr Total Return (2008): | -36.01% | |
Best 3-Yr Total Return (2005-7): | 6.07% | |
Worst 3-Yr Total Return (2006-8): | -8.68% |
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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 | CBEQX | Category | Diff | Index* | Diff | | Year To Date | -3.19 | -3.57 | 0.38 | -3.60 | 0.41 | | 1-Month | -3.19 | -3.57 | 0.38 | -3.60 | 0.41 | | 3-Month | 2.89 | 3.99 | -1.1 | 4.16 | -1.27 | | 1-Year | 36.52 | 34.15 | 2.37 | 33.14 | 3.38 | | 3-Year | -8.69 | -7.17 | -1.52 | -7.24 | -1.45 | | 5-Year | -0.65 | 0.19 | -0.84 | 0.18 | -0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.72 | 46.19 | 5.53 | 45.76 | 5.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.75 | -17.46 | 1.71 | -18.25 | 2.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBEQX | Category | Diff | | 2009 | | | 27.46 | 28.17 | -0.71 | | 2008 | | | -36.01 | -37.79 | 1.78 | | 2007 | | | -2.11 | 6.16 | -8.27 | | 2006 | | | 21.56 | 14.17 | 7.39 | | 2005 | | | 0.30 | 5.88 | -5.58 | | 2004 | | | 12.50 | 10.02 | 2.48 | | 2003 | | | 33.46 | 27.05 | 6.41 | | 2002 | | | -10.89 | -22.25 | 11.36 | | 2001 | | | 6.59 | -13.50 | 20.09 | | 2000 | | | 19.49 | -6.31 | 25.80 |
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| PAST QUARTERLY RETURNS (%) FOR
CBEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.06 | 18.29 | 18.32 | 3.56 | | 2008 | -8.19 | -6.30 | -2.54 | -23.67 | | 2007 | -1.32 | 5.04 | -0.29 | -5.28 | | 2006 | 5.26 | 0.22 | 7.09 | 7.60 | | 2005 | -2.06 | 0.58 | 0.00 | 1.81 | | 2004 | 3.99 | 2.30 | -1.55 | 7.42 | | 2003 | -6.40 | 20.94 | 3.15 | 14.30 | | 2002 | 6.96 | -5.86 | -17.54 | 7.32 | | 2001 | -2.07 | 3.45 | -3.98 | 9.58 | | 2000 | 1.88 | 0.32 | 7.80 | 8.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 426 | 2131 | 19.99 | | 1-Month | 127 | 2131 | 5.96 | | 3-Month | 1702 | 2102 | 80.97 | | 6-Month | 621 | 2071 | 29.99 | | 1-Year | 493 | 2011 | 24.52 | | 3-Year | 1158 | 1772 | 65.35 | | 5-Year | 831 | 1376 | 60.39 |
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1.52% Nasdaq 
Performance
