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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.52% | | 5-Year Average Return: | 5.83% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.25% | |
Worst 1-Yr Total Return (2005): | -2.84% | |
Best 3-Yr Total Return (2006-8): | 5.29% | |
Worst 3-Yr Total Return (2005-7): | 4.44% |
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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 | CCWFX | Category | Diff | Index* | Diff | | Year To Date | 11.52 | 14.19 | -2.67 | 6.24 | 5.28 | | 1-Month | 0.69 | 0.74 | -0.05 | 0.49 | 0.2 | | 3-Month | 4.74 | 5.11 | -0.37 | 2.60 | 2.14 | | 1-Year | 22.53 | 22.15 | 0.38 | 13.79 | 8.74 | | 3-Year | 7.15 | 6.75 | 0.4 | 6.35 | 0.8 | | 5-Year | 5.83 | 5.08 | 0.75 | 5.05 | 0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.90 | 18.82 | -0.92 | 7.06 | 10.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.23 | 7.98 | -1.75 | 7.94 | -1.71 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCWFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.44 | -1.57 | 1.13 | | 2007 | | | 8.72 | 7.28 | 1.44 | | 2006 | | | 7.83 | 5.42 | 2.41 | | 2005 | | | -2.84 | -3.33 | 0.49 | | 2004 | | | 11.25 | 8.98 | 2.27 | | 2003 | | | 18.54 | 13.79 | 4.75 | | 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
CCWFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.59 | 6.84 | 7.53 | N/A | | 2008 | 5.06 | -1.99 | -5.47 | 2.28 | | 2007 | 1.83 | 0.23 | 4.62 | 1.82 | | 2006 | 0.35 | 0.97 | 3.00 | 3.32 | | 2005 | -1.99 | 0.26 | 0.00 | -1.12 | | 2004 | 2.01 | -3.58 | 4.34 | 8.40 | | 2003 | 4.05 | 6.18 | 2.23 | 4.96 | | 2002 | N/A | N/A | N/A | 7.30 | | 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 | 149 | 272 | 54.78 | | 1-Month | 81 | 292 | 27.74 | | 3-Month | 149 | 287 | 51.92 | | 6-Month | 138 | 282 | 48.94 | | 1-Year | 87 | 260 | 33.46 | | 3-Year | 71 | 188 | 37.77 | | 5-Year | 29 | 163 | 17.79 |
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0.18% Nasdaq 0.00%
Performance
