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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.36% | | 5-Year Average Return: | 5.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.37% | |
Worst 1-Yr Total Return (2005): | -2.94% | |
Best 3-Yr Total Return (2004-6): | 5.17% | |
Worst 3-Yr Total Return (2005-7): | 4.27% |
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| 1-Year: | 8.78% | | 3-Year: | 5.83% | | 5-Year: | 5.39% | | 10-Year: | 6.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CCWAX | Category | Diff | Index* | Diff | | Year To Date | 11.36 | 14.19 | -2.83 | 6.24 | 5.12 | | 1-Month | 0.69 | 0.74 | -0.05 | 0.49 | 0.2 | | 3-Month | 4.72 | 5.11 | -0.39 | 2.60 | 2.12 | | 1-Year | 22.27 | 22.15 | 0.12 | 13.79 | 8.48 | | 3-Year | 6.94 | 6.75 | 0.19 | 6.35 | 0.59 | | 5-Year | 5.66 | 5.08 | 0.58 | 5.05 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.77 | 18.82 | -1.05 | 7.06 | 10.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.07 | 7.98 | -1.91 | 7.94 | -1.87 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.66 | -1.57 | 0.91 | | 2007 | | | 8.52 | 7.28 | 1.24 | | 2006 | | | 7.62 | 5.42 | 2.20 | | 2005 | | | -2.94 | -3.33 | 0.39 | | 2004 | | | 11.37 | 8.98 | 2.39 | | 2003 | | | 18.79 | 13.79 | 5.00 | | 2002 | | | N/A | 14.10 | N/A | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CCWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.62 | 6.82 | 7.43 | N/A | | 2008 | 5.00 | -2.03 | -5.49 | 2.18 | | 2007 | 1.81 | 0.14 | 4.55 | 1.81 | | 2006 | 0.31 | 0.92 | 2.93 | 3.28 | | 2005 | -2.01 | 0.24 | -0.05 | -1.13 | | 2004 | 1.98 | -3.56 | 4.38 | 8.49 | | 2003 | 4.06 | 6.19 | 2.28 | 5.11 | | 2002 | N/A | 7.04 | 1.82 | 7.36 | | 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 | 155 | 272 | 56.99 | | 1-Month | 110 | 292 | 37.67 | | 3-Month | 157 | 287 | 54.70 | | 6-Month | 149 | 282 | 52.84 | | 1-Year | 94 | 260 | 36.15 | | 3-Year | 81 | 188 | 43.09 | | 5-Year | 38 | 163 | 23.31 |
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0.22% Nasdaq 
0.23 (1.10%) 
Performance
