|
| Morningstar Return Rating: | Low | | Year to Date Return: | 13.78% | | 5-Year Average Return: | 1.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.97% | |
Worst 1-Yr Total Return (2008): | -12.98% | |
Best 3-Yr Total Return (2004-6): | 3.60% | |
Worst 3-Yr Total Return (2006-8): | -2.17% |
|
| 1-Year: | 2.49% | | 3-Year: | -0.41% | | 5-Year: | 1.39% | | 10-Year: | 4.04% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CFABX | Category | Diff | Index* | Diff | | Year To Date | 13.78 | 13.54 | 0.24 | 6.24 | 7.54 | | 1-Month | 0.78 | 0.89 | -0.11 | 0.49 | 0.29 | | 3-Month | 4.03 | 4.14 | -0.11 | 2.60 | 1.43 | | 1-Year | 15.85 | 17.86 | -2.01 | 13.79 | 2.06 | | 3-Year | 0.77 | 4.54 | -3.77 | 6.35 | -5.58 | | 5-Year | 1.69 | 3.85 | -2.16 | 5.05 | -3.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.57 | 13.81 | 0.76 | 7.06 | 7.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.20 | 6.49 | -6.29 | 7.94 | -7.74 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.98 | -4.70 | -8.28 | | 2007 | | | 2.49 | 4.70 | -2.21 | | 2006 | | | 4.97 | 4.15 | 0.82 | | 2005 | | | 1.02 | 1.80 | -0.78 | | 2004 | | | 4.86 | 3.91 | 0.95 | | 2003 | | | 11.17 | 5.10 | 6.07 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
CFABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.50 | 7.14 | 5.91 | N/A | | 2008 | -1.54 | -0.16 | -7.02 | -4.79 | | 2007 | 1.37 | -0.49 | 1.52 | 0.07 | | 2006 | 0.00 | 0.08 | 3.21 | 1.62 | | 2005 | -1.13 | 1.99 | -0.16 | 0.33 | | 2004 | 2.45 | -2.57 | 3.03 | 1.96 | | 2003 | 2.92 | 5.16 | 0.89 | 1.82 | | 2002 | N/A | -0.42 | 0.84 | 4.35 | | 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 | 504 | 1122 | 44.92 | | 1-Month | 570 | 1164 | 48.97 | | 3-Month | 565 | 1154 | 48.96 | | 6-Month | 453 | 1133 | 39.98 | | 1-Year | 517 | 1113 | 46.45 | | 3-Year | 711 | 957 | 74.29 | | 5-Year | 635 | 845 | 75.15 |
|
|
|
|
|