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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.93% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.56% | |
Worst 1-Yr Total Return (2008): | -36.01% | |
Best 3-Yr Total Return (2004-6): | 11.11% | |
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 | 19.93 | 15.79 | 4.14 | 17.05 | 2.88 | | 1-Month | -2.56 | -2.21 | -0.35 | -1.86 | -0.7 | | 3-Month | 6.69 | 5.62 | 1.07 | 5.48 | 1.21 | | 1-Year | 14.50 | 9.52 | 4.98 | 9.80 | 4.7 | | 3-Year | -7.94 | -8.36 | 0.42 | -7.02 | -0.92 | | 5-Year | -0.40 | 0.18 | -0.58 | 0.33 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.72 | 46.84 | 4.88 | 45.76 | 5.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.75 | -16.40 | 0.65 | -18.25 | 2.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.01 | -37.09 | 1.08 | | 2007 | | | -2.11 | 1.42 | -3.53 | | 2006 | | | 21.56 | 18.15 | 3.41 | | 2005 | | | 0.30 | 5.95 | -5.65 | | 2004 | | | 12.50 | 12.97 | -0.47 | | 2003 | | | 33.46 | 28.44 | 5.02 | | 2002 | | | -10.89 | -18.69 | 7.80 | | 2001 | | | 6.59 | -4.99 | 11.58 | | 2000 | | | 19.49 | 7.87 | 11.62 | | 1999 | | | 2.06 | 6.72 | -4.66 |
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| PAST QUARTERLY RETURNS (%) FOR
CBEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.06 | 18.29 | 18.32 | N/A | | 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 | | 1999 | N/A | N/A | N/A | -0.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 293 | 1335 | 21.95 | | 1-Month | 772 | 1379 | 55.98 | | 3-Month | 478 | 1368 | 34.94 | | 6-Month | 471 | 1346 | 34.99 | | 1-Year | 179 | 1318 | 13.58 | | 3-Year | 437 | 1124 | 38.88 | | 5-Year | 466 | 934 | 49.89 |
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0.67% Nasdaq 
Performance
