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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.38% | | 5-Year Average Return: | 4.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.57% | |
Worst 1-Yr Total Return (2008): | -24.02% | |
Best 3-Yr Total Return (2005-7): | 7.70% | |
Worst 3-Yr Total Return (2006-8): | -3.22% |
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| 1-Year: | 4.20% | | 3-Year: | 2.16% | | 5-Year: | 4.53% | | 10-Year: | 2.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBLCX | Category | Diff | Index* | Diff | | Year To Date | 21.38 | 18.16 | 3.22 | N/A | N/A | | 1-Month | -1.08 | -1.24 | 0.16 | N/A | N/A | | 3-Month | 5.00 | 4.71 | 0.29 | N/A | N/A | | 1-Year | 17.95 | 15.73 | 2.22 | N/A | N/A | | 3-Year | 1.08 | -2.66 | 3.74 | N/A | N/A | | 5-Year | 4.08 | 2.10 | 1.98 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.58 | 33.32 | 1.26 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.77 | -8.51 | 3.74 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.02 | -28.00 | 3.98 | | 2007 | | | 8.88 | 5.99 | 2.89 | | 2006 | | | 9.57 | 11.29 | -1.72 | | 2005 | | | 4.71 | 5.13 | -0.42 | | 2004 | | | 5.53 | 8.86 | -3.33 | | 2003 | | | N/A | 20.35 | N/A | | 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
CBLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.92 | 13.93 | 12.10 | N/A | | 2008 | -4.47 | -0.92 | -6.37 | -14.26 | | 2007 | 0.87 | 3.46 | 3.11 | 1.19 | | 2006 | 2.15 | -2.49 | 4.72 | 5.04 | | 2005 | -2.74 | 1.58 | 3.74 | 2.16 | | 2004 | 1.55 | -0.78 | -2.27 | 7.17 | | 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 | 290 | 1211 | 23.95 | | 1-Month | 566 | 1258 | 44.99 | | 3-Month | 703 | 1256 | 55.97 | | 6-Month | 451 | 1220 | 36.97 | | 1-Year | 246 | 1204 | 20.43 | | 3-Year | 37 | 950 | 3.89 | | 5-Year | 53 | 796 | 6.66 |
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1.39% Nasdaq 
Performance
