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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.74% | | 5-Year Average Return: | 3.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.22% | |
Worst 1-Yr Total Return (2008): | -12.00% | |
Best 3-Yr Total Return (2004-6): | 4.50% | |
Worst 3-Yr Total Return (2006-8): | -1.04% |
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| 1-Year: | 2.19% | | 3-Year: | 1.30% | | 5-Year: | 2.35% | | 10-Year: | 5.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CFICX | Category | Diff | Index* | Diff | | Year To Date | 15.74 | 13.54 | 2.2 | 6.24 | 9.5 | | 1-Month | 0.60 | 0.89 | -0.29 | 0.49 | 0.11 | | 3-Month | 5.93 | 4.14 | 1.79 | 2.60 | 3.33 | | 1-Year | 17.59 | 17.86 | -0.27 | 13.79 | 3.8 | | 3-Year | 2.53 | 4.54 | -2.01 | 6.35 | -3.82 | | 5-Year | 3.19 | 3.85 | -0.66 | 5.05 | -1.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.66 | 13.81 | 2.85 | 7.06 | 9.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.16 | 6.49 | -6.65 | 7.94 | -8.1 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.00 | -4.70 | -7.30 | | 2007 | | | 5.08 | 4.70 | 0.38 | | 2006 | | | 4.82 | 4.15 | 0.67 | | 2005 | | | 3.47 | 1.80 | 1.67 | | 2004 | | | 5.22 | 3.91 | 1.31 | | 2003 | | | 13.65 | 5.10 | 8.55 | | 2002 | | | 5.04 | 8.04 | -3.00 | | 2001 | | | 14.20 | 7.64 | 6.56 | | 2000 | | | 4.80 | 9.44 | -4.64 | | 1999 | | | 7.23 | -1.35 | 8.58 |
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| PAST QUARTERLY RETURNS (%) FOR
CFICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.76 | 7.78 | 7.57 | N/A | | 2008 | -1.34 | 0.63 | -3.94 | -7.72 | | 2007 | 1.66 | -0.22 | 1.78 | 1.78 | | 2006 | -0.17 | -0.04 | 3.47 | 1.51 | | 2005 | 0.32 | 2.28 | 0.10 | 0.74 | | 2004 | 2.84 | -1.70 | 2.90 | 1.15 | | 2003 | 1.54 | 6.78 | 1.87 | 2.89 | | 2002 | 0.17 | 1.39 | -0.24 | 3.67 | | 2001 | 7.91 | 3.85 | 1.31 | 0.60 | | 2000 | 3.00 | -0.93 | 2.84 | -0.13 | | 1999 | N/A | N/A | N/A | 1.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 347 | 1122 | 30.93 | | 1-Month | 814 | 1164 | 69.93 | | 3-Month | 357 | 1154 | 30.94 | | 6-Month | 271 | 1133 | 23.92 | | 1-Year | 368 | 1113 | 33.06 | | 3-Year | 651 | 957 | 68.03 | | 5-Year | 542 | 845 | 64.14 |
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Performance
