|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.44% | | 5-Year Average Return: | 4.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.13% | |
Worst 1-Yr Total Return (2008): | -27.54% | |
Best 3-Yr Total Return (2004-6): | 8.38% | |
Worst 3-Yr Total Return (2006-8): | -6.23% |
|
| 1-Year: | 9.73% | | 3-Year: | 1.42% | | 5-Year: | 3.94% | | 10-Year: | 5.55% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CITAX | Category | Diff | Index* | Diff | | Year To Date | 42.44 | 40.95 | 1.49 | 6.24 | 36.2 | | 1-Month | 1.11 | 1.53 | -0.42 | 0.49 | 0.62 | | 3-Month | 8.42 | 8.19 | 0.23 | 2.60 | 5.82 | | 1-Year | 36.52 | 35.58 | 0.94 | 13.79 | 22.73 | | 3-Year | 2.48 | 2.61 | -0.13 | 6.35 | -3.87 | | 5-Year | 4.56 | 4.05 | 0.51 | 5.05 | -0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.14 | 34.85 | 5.29 | 7.06 | 33.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.37 | 0.91 | -1.28 | 7.94 | -8.31 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CITAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.54 | -26.41 | -1.13 | | 2007 | | | 1.47 | 1.47 | 0.00 | | 2006 | | | 12.13 | 10.14 | 1.99 | | 2005 | | | 3.54 | 2.59 | 0.95 | | 2004 | | | 9.63 | 9.99 | -0.36 | | 2003 | | | 28.67 | 24.36 | 4.31 | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CITAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.37 | 20.06 | 14.62 | N/A | | 2008 | -3.91 | 2.62 | -9.20 | -19.07 | | 2007 | 2.45 | 0.95 | -0.29 | -1.61 | | 2006 | 3.22 | 0.44 | 3.36 | 4.65 | | 2005 | -1.62 | 2.60 | 1.57 | 0.99 | | 2004 | 1.74 | -0.93 | 3.81 | 4.79 | | 2003 | 7.38 | 9.40 | 3.67 | 5.65 | | 2002 | N/A | -9.10 | -3.13 | 10.10 | | 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 | 257 | 547 | 46.98 | | 1-Month | 392 | 577 | 67.94 | | 3-Month | 280 | 573 | 48.87 | | 6-Month | 149 | 553 | 26.94 | | 1-Year | 234 | 546 | 42.86 | | 3-Year | 265 | 471 | 56.26 | | 5-Year | 151 | 401 | 37.66 |
|
|
|
|
|
0.10% Nasdaq 
0.59%
Performance
