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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.12% | | 5-Year Average Return: | 5.33% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.00% | |
Worst 1-Yr Total Return (2005): | -3.31% | |
Best 3-Yr Total Return (2004-6): | 4.80% | |
Worst 3-Yr Total Return (2005-7): | 3.91% |
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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 | CCWEX | Category | Diff | Index* | Diff | | Year To Date | 11.12 | 14.19 | -3.07 | 6.24 | 4.88 | | 1-Month | 0.69 | 0.74 | -0.05 | 0.49 | 0.2 | | 3-Month | 4.66 | 5.11 | -0.45 | 2.60 | 2.06 | | 1-Year | 21.97 | 22.15 | -0.18 | 13.79 | 8.18 | | 3-Year | 6.63 | 6.75 | -0.12 | 6.35 | 0.28 | | 5-Year | 5.33 | 5.08 | 0.25 | 5.05 | 0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.55 | 18.82 | -1.27 | 7.06 | 10.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.71 | 7.98 | -2.27 | 7.94 | -2.23 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCWEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.97 | -1.57 | 0.60 | | 2007 | | | 8.20 | 7.28 | 0.92 | | 2006 | | | 7.25 | 5.42 | 1.83 | | 2005 | | | -3.31 | -3.33 | 0.02 | | 2004 | | | 11.00 | 8.98 | 2.02 | | 2003 | | | 18.36 | 13.79 | 4.57 | | 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
CCWEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.71 | 6.71 | 7.39 | N/A | | 2008 | 4.91 | -2.07 | -5.62 | 2.13 | | 2007 | 1.75 | 0.09 | 4.47 | 1.70 | | 2006 | 0.24 | 0.84 | 2.83 | 3.18 | | 2005 | -2.09 | 0.18 | -0.16 | -1.26 | | 2004 | 1.92 | -3.64 | 4.28 | 8.37 | | 2003 | 3.98 | 6.12 | 2.17 | 4.99 | | 2002 | N/A | N/A | 1.76 | 7.18 | | 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 | 157 | 272 | 57.72 | | 1-Month | 102 | 292 | 34.93 | | 3-Month | 163 | 287 | 56.79 | | 6-Month | 155 | 282 | 54.96 | | 1-Year | 99 | 260 | 38.08 | | 3-Year | 88 | 188 | 46.81 | | 5-Year | 54 | 163 | 33.13 |
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0.87% Nasdaq 
0.06 (0.29%) 
Performance
