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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.67% | | 5-Year Average Return: | 5.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.38% | |
Worst 1-Yr Total Return (2008): | -23.42% | |
Best 3-Yr Total Return (2005-7): | 8.51% | |
Worst 3-Yr Total Return (2006-8): | -2.49% |
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| 1-Year: | -0.07% | | 3-Year: | 0.93% | | 5-Year: | 4.09% | | 10-Year: | 2.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBLAX | Category | Diff | Index* | Diff | | Year To Date | 26.67 | 22.21 | 4.46 | N/A | N/A | | 1-Month | 3.71 | 3.58 | 0.13 | N/A | N/A | | 3-Month | 6.17 | 5.74 | 0.43 | N/A | N/A | | 1-Year | 29.17 | 26.14 | 3.03 | N/A | N/A | | 3-Year | 2.40 | -2.18 | 4.58 | N/A | N/A | | 5-Year | 5.04 | 2.20 | 2.84 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.27 | 33.99 | 1.28 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.03 | -9.13 | 5.1 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.42 | -28.00 | 4.58 | | 2007 | | | 9.68 | 5.99 | 3.69 | | 2006 | | | 10.38 | 11.29 | -0.91 | | 2005 | | | 5.54 | 5.13 | 0.41 | | 2004 | | | 6.37 | 8.86 | -2.49 | | 2003 | | | 18.08 | 20.35 | -2.27 | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CBLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.74 | 14.13 | 12.34 | N/A | | 2008 | -4.25 | -0.77 | -6.18 | -14.09 | | 2007 | 1.05 | 3.65 | 3.30 | 1.37 | | 2006 | 2.34 | -2.35 | 4.95 | 5.24 | | 2005 | -2.51 | 1.72 | 3.94 | 2.39 | | 2004 | 1.79 | -0.60 | -2.08 | 7.37 | | 2003 | -1.48 | 9.33 | 2.09 | 7.40 | | 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 | 272 | 1184 | 22.97 | | 1-Month | 924 | 1233 | 74.94 | | 3-Month | 688 | 1229 | 55.98 | | 6-Month | 604 | 1208 | 50.00 | | 1-Year | 252 | 1183 | 21.30 | | 3-Year | 27 | 932 | 2.90 | | 5-Year | 27 | 784 | 3.44 |
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