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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.93% | | 5-Year Average Return: | -2.75% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.54% | |
Worst 1-Yr Total Return (2008): | -39.18% | |
Best 3-Yr Total Return (2004-6): | 7.92% | |
Worst 3-Yr Total Return (2006-8): | -12.90% |
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| 1-Year: | -13.09% | | 3-Year: | -10.08% | | 5-Year: | -2.55% | | 10-Year: | -1.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CDXBX | Category | Diff | Index* | Diff | | Year To Date | 17.93 | 18.65 | -0.72 | 17.05 | 0.88 | | 1-Month | -2.10 | -2.18 | 0.08 | -1.86 | -0.24 | | 3-Month | 5.03 | 5.08 | -0.05 | 5.48 | -0.45 | | 1-Year | 10.00 | 11.86 | -1.86 | 9.80 | 0.2 | | 3-Year | -10.64 | -6.78 | -3.86 | -7.02 | -3.62 | | 5-Year | -2.75 | 0.49 | -3.24 | 0.33 | -3.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.02 | 45.26 | 2.76 | 45.76 | 2.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.13 | -15.99 | -4.14 | -18.25 | -1.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CDXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.18 | -37.79 | -1.39 | | 2007 | | | -2.58 | 6.16 | -8.74 | | 2006 | | | 11.54 | 14.17 | -2.63 | | 2005 | | | 3.94 | 5.88 | -1.94 | | 2004 | | | 8.42 | 10.02 | -1.60 | | 2003 | | | 22.59 | 27.05 | -4.46 | | 2002 | | | -18.53 | -22.25 | 3.72 | | 2001 | | | -11.15 | -13.50 | 2.35 | | 2000 | | | -5.37 | -6.31 | 0.94 | | 1999 | | | 15.69 | 20.16 | -4.47 |
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| PAST QUARTERLY RETURNS (%) FOR
CDXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.60 | 16.65 | 16.82 | N/A | | 2008 | -9.01 | -2.74 | -9.51 | -24.06 | | 2007 | -0.92 | 4.28 | -1.47 | -4.30 | | 2006 | 3.36 | -2.92 | 5.20 | 5.65 | | 2005 | -2.80 | 1.32 | 3.02 | 2.45 | | 2004 | 1.84 | 1.62 | -3.06 | 8.08 | | 2003 | -3.96 | 13.66 | 1.71 | 10.42 | | 2002 | -0.06 | -11.71 | -16.34 | 10.37 | | 2001 | -12.08 | 4.22 | -13.43 | 12.00 | | 2000 | 4.70 | -2.72 | 0.62 | -7.66 | | 1999 | N/A | N/A | N/A | 14.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 946 | 2013 | 46.99 | | 1-Month | 1097 | 2110 | 51.99 | | 3-Month | 1045 | 2090 | 50.00 | | 6-Month | 655 | 2049 | 31.97 | | 1-Year | 902 | 1999 | 45.12 | | 3-Year | 1254 | 1694 | 74.03 | | 5-Year | 1027 | 1352 | 75.96 |
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0.22% Nasdaq 
Performance
