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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.90% | | 5-Year Average Return: | 3.84% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.56% | |
Worst 1-Yr Total Return (2005): | 1.46% | |
Best 3-Yr Total Return (2006-8): | 5.05% | |
Worst 3-Yr Total Return (2004-6): | 2.42% |
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| 1-Year: | 0.52% | | 3-Year: | 3.59% | | 5-Year: | 3.14% | | 10-Year: | 4.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CFSOX | Category | Diff | Index* | Diff | | Year To Date | 1.90 | 6.47 | -4.57 | 7.61 | -5.71 | | 1-Month | 1.11 | 1.23 | -0.12 | 1.29 | -0.18 | | 3-Month | 2.23 | 2.69 | -0.46 | 2.86 | -0.63 | | 1-Year | 4.01 | 9.04 | -5.03 | 11.63 | -7.62 | | 3-Year | 4.51 | 5.62 | -1.11 | 6.40 | -1.89 | | 5-Year | 3.84 | 4.68 | -0.84 | 5.49 | -1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.73 | 4.86 | -2.13 | 7.06 | -4.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.25 | 7.38 | -2.13 | 7.94 | -2.69 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFSOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.56 | 4.76 | 2.80 | | 2007 | | | 4.92 | 6.09 | -1.17 | | 2006 | | | 2.71 | 3.47 | -0.76 | | 2005 | | | 1.46 | 1.91 | -0.45 | | 2004 | | | 3.08 | 3.01 | 0.07 | | 2003 | | | 1.24 | 1.90 | -0.66 | | 2002 | | | 8.51 | 9.23 | -0.72 | | 2001 | | | 6.00 | 6.81 | -0.81 | | 2000 | | | 11.39 | 10.86 | 0.53 | | 1999 | | | -5.02 | -1.35 | -3.67 |
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| PAST QUARTERLY RETURNS (%) FOR
CFSOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.29 | -0.65 | 2.40 | N/A | | 2008 | 2.52 | -1.45 | 1.30 | 5.08 | | 2007 | 1.10 | -1.30 | 2.04 | 3.05 | | 2006 | -1.11 | -0.51 | 3.63 | 0.74 | | 2005 | -0.53 | 2.78 | -1.05 | 0.30 | | 2004 | 2.28 | -2.61 | 2.95 | 0.51 | | 2003 | 0.54 | 1.78 | -0.94 | -0.13 | | 2002 | -0.56 | 3.80 | 4.84 | 0.28 | | 2001 | 2.12 | -0.38 | 5.21 | -0.98 | | 2000 | 1.62 | 1.25 | 2.73 | 5.38 | | 1999 | N/A | N/A | N/A | -1.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 315 | 367 | 85.83 | | 1-Month | 276 | 374 | 73.80 | | 3-Month | 273 | 374 | 72.99 | | 6-Month | 246 | 374 | 65.78 | | 1-Year | 273 | 358 | 76.26 | | 3-Year | 223 | 345 | 64.64 | | 5-Year | 212 | 318 | 66.67 |
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