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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.34% | | 5-Year Average Return: | 0.90% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 26.12% | |
Worst 1-Yr Total Return (2008): | -33.46% | |
Best 3-Yr Total Return (2005-7): | 7.10% | |
Worst 3-Yr Total Return (2006-8): | -8.45% |
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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 | CBMSX | Category | Diff | Index* | Diff | | Year To Date | 22.34 | 30.74 | -8.4 | 24.07 | -1.73 | | 1-Month | 3.46 | 4.28 | -0.82 | 6.00 | -2.54 | | 3-Month | 2.96 | 5.45 | -2.49 | 7.91 | -4.95 | | 1-Year | 28.82 | 36.41 | -7.59 | 25.39 | 3.43 | | 3-Year | -8.93 | -6.04 | -2.89 | -5.79 | -3.14 | | 5-Year | 0.90 | 0.99 | -0.09 | 0.71 | 0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.37 | 54.55 | -0.18 | 45.76 | 8.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.50 | -16.09 | 1.59 | -18.25 | 3.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.46 | -39.18 | 5.72 | | 2007 | | | -8.57 | 4.85 | -13.42 | | 2006 | | | 26.12 | 14.03 | 12.09 | | 2005 | | | 6.52 | 9.25 | -2.73 | | 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
CBMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.65 | 16.60 | 19.16 | N/A | | 2008 | -12.23 | -6.47 | 5.87 | -23.44 | | 2007 | 3.49 | 6.36 | -6.06 | -11.58 | | 2006 | 11.23 | -2.75 | 6.44 | 9.54 | | 2005 | -1.57 | 5.14 | 0.33 | 2.59 | | 2004 | N/A | N/A | N/A | 10.53 | | 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 | 373 | 450 | 82.89 | | 1-Month | 95 | 479 | 19.83 | | 3-Month | 295 | 476 | 61.97 | | 6-Month | 113 | 472 | 23.94 | | 1-Year | 292 | 450 | 64.89 | | 3-Year | 252 | 367 | 68.66 | | 5-Year | 156 | 293 | 53.24 |
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0.31% Nasdaq 
0.04 (0.30%) 
Performance
