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| Morningstar Return Rating: | Low | | Year to Date Return: | 14.56% | | 5-Year Average Return: | 2.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.85% | |
Worst 1-Yr Total Return (2008): | -12.36% | |
Best 3-Yr Total Return (2004-6): | 4.49% | |
Worst 3-Yr Total Return (2006-8): | -1.38% |
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| 1-Year: | 4.29% | | 3-Year: | 0.30% | | 5-Year: | 1.77% | | 10-Year: | 4.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CFAAX | Category | Diff | Index* | Diff | | Year To Date | 14.56 | 13.54 | 1.02 | 6.24 | 8.32 | | 1-Month | 0.84 | 0.89 | -0.05 | 0.49 | 0.35 | | 3-Month | 4.24 | 4.14 | 0.1 | 2.60 | 1.64 | | 1-Year | 16.78 | 17.86 | -1.08 | 13.79 | 2.99 | | 3-Year | 1.59 | 4.54 | -2.95 | 6.35 | -4.76 | | 5-Year | 2.53 | 3.85 | -1.32 | 5.05 | -2.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.11 | 13.81 | 1.3 | 7.06 | 8.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.01 | 6.49 | -5.48 | 7.94 | -6.93 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.36 | -4.70 | -7.66 | | 2007 | | | 3.41 | 4.70 | -1.29 | | 2006 | | | 5.85 | 4.15 | 1.70 | | 2005 | | | 1.88 | 1.80 | 0.08 | | 2004 | | | 5.80 | 3.91 | 1.89 | | 2003 | | | 12.12 | 5.10 | 7.02 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CFAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.29 | 7.35 | 6.13 | N/A | | 2008 | -1.43 | 0.05 | -6.83 | -4.61 | | 2007 | 1.56 | -0.29 | 1.73 | 0.37 | | 2006 | 0.20 | 0.29 | 3.43 | 1.84 | | 2005 | -0.93 | 2.22 | 0.06 | 0.55 | | 2004 | 2.67 | -2.35 | 3.27 | 2.19 | | 2003 | 3.08 | 5.40 | 1.09 | 2.09 | | 2002 | N/A | -0.13 | 1.03 | 4.68 | | 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 | 437 | 1122 | 38.95 | | 1-Month | 465 | 1164 | 39.95 | | 3-Month | 507 | 1154 | 43.93 | | 6-Month | 407 | 1133 | 35.92 | | 1-Year | 456 | 1113 | 40.97 | | 3-Year | 681 | 957 | 71.16 | | 5-Year | 581 | 845 | 68.76 |
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0.21% Nasdaq 
0.39%
Performance
