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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.25% | | 5-Year Average Return: | 1.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.86% | |
Worst 1-Yr Total Return (2008): | -26.36% | |
Best 3-Yr Total Return (2004-6): | 6.92% | |
Worst 3-Yr Total Return (2006-8): | -4.81% |
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| 1-Year: | -6.73% | | 3-Year: | -3.44% | | 5-Year: | 1.03% | | 10-Year: | 4.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLBBX | Category | Diff | Index* | Diff | | Year To Date | 14.25 | 18.16 | -3.91 | N/A | N/A | | 1-Month | -0.51 | -1.24 | 0.73 | N/A | N/A | | 3-Month | 4.55 | 4.71 | -0.16 | N/A | N/A | | 1-Year | 10.78 | 15.73 | -4.95 | N/A | N/A | | 3-Year | -3.15 | -2.66 | -0.49 | N/A | N/A | | 5-Year | 1.05 | 2.10 | -1.05 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.57 | 33.32 | -1.75 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.87 | -8.51 | -1.36 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.36 | -28.00 | 1.64 | | 2007 | | | 5.64 | 5.99 | -0.35 | | 2006 | | | 10.86 | 11.29 | -0.43 | | 2005 | | | 2.15 | 5.13 | -2.98 | | 2004 | | | 7.94 | 8.86 | -0.92 | | 2003 | | | 21.74 | 20.35 | 1.39 | | 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
CLBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.08 | 11.43 | 10.91 | N/A | | 2008 | -6.11 | -2.96 | -5.33 | -14.62 | | 2007 | 0.49 | 4.80 | 2.55 | -2.19 | | 2006 | 2.59 | -0.77 | 4.21 | 4.50 | | 2005 | -1.65 | 1.44 | 0.74 | 1.63 | | 2004 | 2.27 | 0.29 | -0.51 | 5.77 | | 2003 | -2.65 | 12.52 | 2.13 | 8.81 | | 2002 | N/A | -5.76 | -11.74 | 8.14 | | 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 | 944 | 1211 | 77.95 | | 1-Month | 75 | 1258 | 5.96 | | 3-Month | 728 | 1256 | 57.96 | | 6-Month | 902 | 1220 | 73.93 | | 1-Year | 747 | 1204 | 62.04 | | 3-Year | 441 | 950 | 46.42 | | 5-Year | 467 | 796 | 58.67 |
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