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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.70% | | 5-Year Average Return: | 1.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.98% | |
Worst 1-Yr Total Return (2008): | -37.28% | |
Best 3-Yr Total Return (2004-6): | 8.41% | |
Worst 3-Yr Total Return (2006-8): | -9.02% |
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| 1-Year: | -4.90% | | 3-Year: | -4.26% | | 5-Year: | 1.45% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CBXCX | Category | Diff | Index* | Diff | | Year To Date | 30.70 | 31.20 | -0.5 | 24.07 | 6.63 | | 1-Month | 4.43 | 5.67 | -1.24 | 6.00 | -1.57 | | 3-Month | 12.29 | 8.18 | 4.11 | 7.91 | 4.38 | | 1-Year | 32.50 | 34.04 | -1.54 | 25.39 | 7.11 | | 3-Year | -3.49 | -3.89 | 0.4 | -5.79 | 2.3 | | 5-Year | 1.30 | 1.25 | 0.05 | 0.71 | 0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.35 | 43.84 | 3.51 | 45.76 | 1.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.55 | -18.03 | 0.48 | -18.25 | 0.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CBXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.28 | -40.67 | 3.39 | | 2007 | | | 8.20 | 13.35 | -5.15 | | 2006 | | | 10.98 | 7.05 | 3.93 | | 2005 | | | 5.29 | 6.71 | -1.42 | | 2004 | | | 9.05 | 7.81 | 1.24 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CBXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 17.91 | 14.96 | N/A | | 2008 | -9.28 | -3.50 | -8.13 | -22.02 | | 2007 | -0.47 | 5.74 | 4.31 | -1.44 | | 2006 | 3.29 | -2.60 | 5.08 | 4.98 | | 2005 | -1.37 | 1.02 | 4.03 | 1.58 | | 2004 | 1.89 | 0.49 | -3.20 | 10.03 | | 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 | 1054 | 1818 | 57.98 | | 1-Month | 1848 | 1906 | 96.96 | | 3-Month | 380 | 1904 | 19.96 | | 6-Month | 223 | 1866 | 11.95 | | 1-Year | 989 | 1815 | 54.49 | | 3-Year | 671 | 1537 | 43.66 | | 5-Year | 568 | 1273 | 44.62 |
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