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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.28% | | 5-Year Average Return: | -2.10% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 8.72% | |
Worst 1-Yr Total Return (2008): | -37.40% | |
Best 3-Yr Total Return (2005-7): | 4.22% | |
Worst 3-Yr Total Return (2006-8): | -10.52% |
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| 1-Year: | -11.59% | | 3-Year: | -5.11% | | 5-Year: | -1.34% | | 10-Year: | -0.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CCACX | Category | Diff | Index* | Diff | | Year To Date | 22.28 | 31.59 | -9.31 | 24.07 | -1.79 | | 1-Month | 3.60 | 4.49 | -0.89 | 6.00 | -2.4 | | 3-Month | 10.09 | 6.16 | 3.93 | 7.91 | 2.18 | | 1-Year | 26.04 | 35.24 | -9.2 | 25.39 | 0.65 | | 3-Year | -6.41 | -5.04 | -1.37 | -5.79 | -0.62 | | 5-Year | -2.10 | 1.47 | -3.57 | 0.71 | -2.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.09 | 48.99 | -9.9 | 45.76 | -6.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.30 | -20.53 | -6.77 | -18.25 | -9.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.40 | -43.77 | 6.37 | | 2007 | | | 8.72 | 15.09 | -6.37 | | 2006 | | | 5.28 | 9.00 | -3.72 | | 2005 | | | -1.11 | 9.84 | -10.95 | | 2004 | | | 7.55 | 13.23 | -5.68 | | 2003 | | | 29.47 | 35.96 | -6.49 | | 2002 | | | -29.33 | -27.24 | -2.09 | | 2001 | | | -13.65 | -19.98 | 6.33 | | 2000 | | | 9.39 | -4.78 | 14.17 | | 1999 | | | 5.36 | 60.49 | -55.13 |
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| PAST QUARTERLY RETURNS (%) FOR
CCACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.09 | 14.07 | 14.11 | N/A | | 2008 | -7.39 | 8.65 | -16.67 | -25.35 | | 2007 | 4.08 | 4.90 | 1.34 | -1.75 | | 2006 | 9.21 | -5.52 | -2.76 | 4.94 | | 2005 | -2.59 | 2.42 | -2.27 | 1.42 | | 2004 | 2.34 | 2.04 | -6.62 | 10.30 | | 2003 | -2.12 | 14.46 | 4.25 | 10.85 | | 2002 | -3.27 | -17.35 | -17.01 | 6.51 | | 2001 | -15.11 | 11.19 | -25.03 | 22.03 | | 2000 | 6.03 | 4.14 | 11.41 | -11.08 | | 1999 | N/A | N/A | N/A | 15.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 661 | 827 | 79.93 | | 1-Month | 273 | 881 | 30.99 | | 3-Month | 35 | 879 | 3.98 | | 6-Month | 508 | 862 | 58.93 | | 1-Year | 561 | 825 | 68.00 | | 3-Year | 397 | 734 | 54.09 | | 5-Year | 474 | 632 | 75.00 |
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0.51% Nasdaq 
Performance
