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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.05% | | 5-Year Average Return: | 2.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.85% | |
Worst 1-Yr Total Return (2008): | -26.48% | |
Best 3-Yr Total Return (2004-6): | 8.26% | |
Worst 3-Yr Total Return (2006-8): | -5.54% |
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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 | CBLFX | Category | Diff | Index* | Diff | | Year To Date | 21.05 | 18.16 | 2.89 | N/A | N/A | | 1-Month | -1.16 | -1.24 | 0.08 | N/A | N/A | | 3-Month | 5.47 | 4.71 | 0.76 | N/A | N/A | | 1-Year | 21.59 | 15.73 | 5.86 | N/A | N/A | | 3-Year | -1.51 | -2.66 | 1.15 | N/A | N/A | | 5-Year | 2.63 | 2.10 | 0.53 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.44 | 33.32 | 5.12 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.02 | -8.51 | 1.49 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBLFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.48 | -28.00 | 1.52 | | 2007 | | | 4.91 | 5.99 | -1.08 | | 2006 | | | 9.27 | 11.29 | -2.02 | | 2005 | | | 5.73 | 5.13 | 0.60 | | 2004 | | | 9.85 | 8.86 | 0.99 | | 2003 | | | 20.48 | 20.35 | 0.13 | | 2002 | | | -7.78 | -12.02 | 4.24 | | 2001 | | | 4.44 | -5.05 | 9.49 | | 2000 | | | 2.51 | 1.82 | 0.69 | | 1999 | | | 0.70 | 10.71 | -10.01 |
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| PAST QUARTERLY RETURNS (%) FOR
CBLFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.28 | 14.47 | 14.15 | N/A | | 2008 | -4.78 | -1.72 | -8.45 | -14.18 | | 2007 | 2.14 | 4.79 | -1.03 | -0.97 | | 2006 | 1.30 | -0.86 | 3.39 | 5.23 | | 2005 | -0.30 | 3.10 | 0.88 | 1.96 | | 2004 | 2.24 | 1.02 | -0.70 | 7.10 | | 2003 | -2.95 | 12.06 | 2.01 | 8.60 | | 2002 | 0.60 | -5.29 | -7.94 | 5.13 | | 2001 | -0.70 | 2.48 | -4.41 | 7.37 | | 2000 | -6.54 | -1.59 | 5.03 | 6.12 | | 1999 | N/A | N/A | N/A | 0.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 278 | 1211 | 22.96 | | 1-Month | 339 | 1258 | 26.95 | | 3-Month | 125 | 1256 | 9.95 | | 6-Month | 317 | 1220 | 25.98 | | 1-Year | 61 | 1204 | 5.07 | | 3-Year | 201 | 950 | 21.16 | | 5-Year | 225 | 796 | 28.27 |
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0.50% Nasdaq 
Performance
