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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.01% | | 5-Year Average Return: | 1.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.76% | |
Worst 1-Yr Total Return (2008): | -25.76% | |
Best 3-Yr Total Return (2004-6): | 7.84% | |
Worst 3-Yr Total Return (2006-8): | -4.05% |
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| 1-Year: | -6.89% | | 3-Year: | -3.43% | | 5-Year: | 0.98% | | 10-Year: | 4.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLBAX | Category | Diff | Index* | Diff | | Year To Date | 15.01 | 18.16 | -3.15 | N/A | N/A | | 1-Month | -0.39 | -1.24 | 0.85 | N/A | N/A | | 3-Month | 4.75 | 4.71 | 0.04 | N/A | N/A | | 1-Year | 11.75 | 15.73 | -3.98 | N/A | N/A | | 3-Year | -2.37 | -2.66 | 0.29 | N/A | N/A | | 5-Year | 1.88 | 2.10 | -0.22 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.09 | 33.32 | -1.23 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.19 | -8.51 | -0.68 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.76 | -28.00 | 2.24 | | 2007 | | | 6.47 | 5.99 | 0.48 | | 2006 | | | 11.76 | 11.29 | 0.47 | | 2005 | | | 3.06 | 5.13 | -2.07 | | 2004 | | | 8.88 | 8.86 | 0.02 | | 2003 | | | 22.87 | 20.35 | 2.52 | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.95 | 11.65 | 11.14 | N/A | | 2008 | -5.92 | -2.77 | -5.14 | -14.44 | | 2007 | 0.69 | 5.00 | 2.76 | -1.99 | | 2006 | 2.80 | -0.62 | 4.48 | 4.70 | | 2005 | -1.38 | 1.65 | 0.91 | 1.89 | | 2004 | 2.49 | 0.51 | -0.29 | 6.00 | | 2003 | -2.35 | 12.78 | 2.33 | 9.03 | | 2002 | N/A | -5.59 | -11.56 | 8.37 | | 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 | 896 | 1211 | 73.99 | | 1-Month | 62 | 1258 | 4.93 | | 3-Month | 615 | 1256 | 48.96 | | 6-Month | 817 | 1220 | 66.97 | | 1-Year | 689 | 1204 | 57.23 | | 3-Year | 335 | 950 | 35.26 | | 5-Year | 346 | 796 | 43.47 |
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1.00% Nasdaq 
Performance
