|
| Morningstar Return Rating: | Average | | Year to Date Return: | 10.57% | | 5-Year Average Return: | 4.78% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.38% | |
Worst 1-Yr Total Return (2005): | -3.78% | |
Best 3-Yr Total Return (2004-6): | 4.25% | |
Worst 3-Yr Total Return (2005-7): | 3.39% |
|
| 1-Year: | 7.16% | | 3-Year: | 5.13% | | 5-Year: | 4.98% | | 10-Year: | 6.11% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CCWBX | Category | Diff | Index* | Diff | | Year To Date | 10.57 | 14.19 | -3.62 | 6.24 | 4.33 | | 1-Month | 0.59 | 0.74 | -0.15 | 0.49 | 0.1 | | 3-Month | 4.51 | 5.11 | -0.6 | 2.60 | 1.91 | | 1-Year | 21.32 | 22.15 | -0.83 | 13.79 | 7.53 | | 3-Year | 6.06 | 6.75 | -0.69 | 6.35 | -0.29 | | 5-Year | 4.78 | 5.08 | -0.3 | 5.05 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.22 | 18.82 | -1.6 | 7.06 | 10.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.19 | 7.98 | -2.79 | 7.94 | -2.75 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.46 | -1.57 | 0.11 | | 2007 | | | 7.66 | 7.28 | 0.38 | | 2006 | | | 6.69 | 5.42 | 1.27 | | 2005 | | | -3.78 | -3.33 | -0.45 | | 2004 | | | 10.38 | 8.98 | 1.40 | | 2003 | | | 17.76 | 13.79 | 3.97 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
CCWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.88 | 6.59 | 7.29 | N/A | | 2008 | 4.75 | -2.20 | -5.72 | 2.03 | | 2007 | 1.62 | -0.06 | 4.37 | 1.57 | | 2006 | 0.11 | 0.71 | 2.67 | 3.07 | | 2005 | -2.23 | 0.02 | -0.26 | -1.36 | | 2004 | 1.81 | -3.78 | 4.12 | 8.21 | | 2003 | 3.84 | 5.98 | 2.06 | 4.85 | | 2002 | N/A | 6.57 | 1.63 | 7.04 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 174 | 272 | 63.97 | | 1-Month | 134 | 292 | 45.89 | | 3-Month | 177 | 287 | 61.67 | | 6-Month | 183 | 282 | 64.89 | | 1-Year | 113 | 260 | 43.46 | | 3-Year | 102 | 188 | 54.26 | | 5-Year | 82 | 163 | 50.31 |
|
|
|
|
|