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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.11% | | 5-Year Average Return: | 0.49% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 25.48% | |
Worst 1-Yr Total Return (2008): | -33.75% | |
Best 3-Yr Total Return (2005-7): | 6.61% | |
Worst 3-Yr Total Return (2006-8): | -8.86% |
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| 1-Year: | -10.65% | | 3-Year: | -8.31% | | 5-Year: | 0.69% | | 10-Year: | 8.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBMAX | Category | Diff | Index* | Diff | | Year To Date | 22.11 | 30.74 | -8.63 | 24.07 | -1.96 | | 1-Month | 3.49 | 4.28 | -0.79 | 6.00 | -2.51 | | 3-Month | 2.90 | 5.45 | -2.55 | 7.91 | -5.01 | | 1-Year | 28.59 | 36.41 | -7.82 | 25.39 | 3.2 | | 3-Year | -9.26 | -6.04 | -3.22 | -5.79 | -3.47 | | 5-Year | 0.49 | 0.99 | -0.5 | 0.71 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.98 | 54.55 | -0.57 | 45.76 | 8.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.75 | -16.09 | 1.34 | -18.25 | 3.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.75 | -39.18 | 5.43 | | 2007 | | | -8.93 | 4.85 | -13.78 | | 2006 | | | 25.48 | 14.03 | 11.45 | | 2005 | | | 6.02 | 9.25 | -3.23 | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CBMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.72 | 16.61 | 19.03 | N/A | | 2008 | -12.34 | -6.61 | 5.79 | -23.50 | | 2007 | 3.43 | 6.20 | -6.16 | -11.64 | | 2006 | 11.09 | -2.86 | 6.31 | 9.39 | | 2005 | -1.67 | 5.01 | 0.24 | 2.44 | | 2004 | N/A | N/A | N/A | 10.38 | | 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 | 378 | 450 | 84.00 | | 1-Month | 105 | 479 | 21.92 | | 3-Month | 304 | 476 | 63.87 | | 6-Month | 122 | 472 | 25.85 | | 1-Year | 301 | 450 | 66.89 | | 3-Year | 267 | 367 | 72.75 | | 5-Year | 170 | 293 | 58.02 |
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0.83% Nasdaq 
Performance
