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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.59% | | 5-Year Average Return: | 4.62% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.37% | |
Worst 1-Yr Total Return (2005): | 2.23% | |
Best 3-Yr Total Return (2006-8): | 5.83% | |
Worst 3-Yr Total Return (2004-6): | 3.18% |
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| 1-Year: | 1.27% | | 3-Year: | 3.60% | | 5-Year: | 3.26% | | 10-Year: | 4.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CFSAX | Category | Diff | Index* | Diff | | Year To Date | 2.59 | 6.47 | -3.88 | 7.61 | -5.02 | | 1-Month | 1.17 | 1.23 | -0.06 | 1.29 | -0.12 | | 3-Month | 2.42 | 2.69 | -0.27 | 2.86 | -0.44 | | 1-Year | 4.79 | 9.04 | -4.25 | 11.63 | -6.84 | | 3-Year | 5.29 | 5.62 | -0.33 | 6.40 | -1.11 | | 5-Year | 4.62 | 4.68 | -0.06 | 5.49 | -0.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.17 | 4.86 | -1.69 | 7.06 | -3.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.04 | 7.38 | -1.34 | 7.94 | -1.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.37 | 4.76 | 3.61 | | 2007 | | | 5.71 | 6.09 | -0.38 | | 2006 | | | 3.48 | 3.47 | 0.01 | | 2005 | | | 2.23 | 1.91 | 0.32 | | 2004 | | | 3.85 | 3.01 | 0.84 | | 2003 | | | 2.00 | 1.90 | 0.10 | | 2002 | | | 9.32 | 9.23 | 0.09 | | 2001 | | | 6.68 | 6.81 | -0.13 | | 2000 | | | 12.33 | 10.86 | 1.47 | | 1999 | | | -4.30 | -1.35 | -2.95 |
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| PAST QUARTERLY RETURNS (%) FOR
CFSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.11 | -0.46 | 2.59 | N/A | | 2008 | 2.71 | -1.26 | 1.49 | 5.28 | | 2007 | 1.28 | -1.12 | 2.23 | 3.25 | | 2006 | -0.93 | -0.32 | 3.83 | 0.93 | | 2005 | -0.35 | 2.97 | -0.86 | 0.49 | | 2004 | 2.47 | -2.43 | 3.14 | 0.70 | | 2003 | 0.73 | 1.97 | -0.75 | 0.05 | | 2002 | -0.38 | 4.00 | 5.03 | 0.46 | | 2001 | 2.23 | -0.21 | 5.41 | -0.79 | | 2000 | 1.85 | 1.42 | 2.92 | 5.66 | | 1999 | N/A | N/A | N/A | -0.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 289 | 367 | 78.75 | | 1-Month | 231 | 374 | 61.76 | | 3-Month | 224 | 374 | 59.89 | | 6-Month | 179 | 374 | 47.86 | | 1-Year | 254 | 358 | 70.95 | | 3-Year | 189 | 345 | 54.78 | | 5-Year | 156 | 318 | 49.06 |
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