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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.76% | | 5-Year Average Return: | 2.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.05% | |
Worst 1-Yr Total Return (2008): | -12.18% | |
Best 3-Yr Total Return (2004-6): | 4.56% | |
Worst 3-Yr Total Return (2006-8): | -1.18% |
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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 | CFAFX | Category | Diff | Index* | Diff | | Year To Date | 14.76 | 13.54 | 1.22 | 6.24 | 8.52 | | 1-Month | 0.86 | 0.89 | -0.03 | 0.49 | 0.37 | | 3-Month | 4.30 | 4.14 | 0.16 | 2.60 | 1.7 | | 1-Year | 17.03 | 17.86 | -0.83 | 13.79 | 3.24 | | 3-Year | 1.80 | 4.54 | -2.74 | 6.35 | -4.55 | | 5-Year | 2.71 | 3.85 | -1.14 | 5.05 | -2.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.24 | 13.81 | 1.43 | 7.06 | 8.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.22 | 6.49 | -5.27 | 7.94 | -6.72 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFAFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.18 | -4.70 | -7.48 | | 2007 | | | 3.63 | 4.70 | -1.07 | | 2006 | | | 6.05 | 4.15 | 1.90 | | 2005 | | | 1.98 | 1.80 | 0.18 | | 2004 | | | 5.69 | 3.91 | 1.78 | | 2003 | | | 11.85 | 5.10 | 6.75 | | 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
CFAFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.24 | 7.41 | 6.18 | N/A | | 2008 | -1.38 | 0.10 | -6.78 | -4.57 | | 2007 | 1.62 | -0.23 | 1.78 | 0.43 | | 2006 | 0.25 | 0.34 | 3.48 | 1.89 | | 2005 | -0.93 | 2.23 | 0.10 | 0.59 | | 2004 | 2.65 | -2.38 | 3.23 | 2.16 | | 2003 | 2.92 | 5.37 | 1.05 | 2.05 | | 2002 | N/A | N/A | N/A | 4.74 | | 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 | 415 | 1122 | 36.99 | | 1-Month | 430 | 1164 | 36.94 | | 3-Month | 484 | 1154 | 41.94 | | 6-Month | 396 | 1133 | 34.95 | | 1-Year | 431 | 1113 | 38.72 | | 3-Year | 675 | 957 | 70.53 | | 5-Year | 568 | 845 | 67.22 |
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0.38% Nasdaq 
Performance
