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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.26% | | 5-Year Average Return: | 1.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.81% | |
Worst 1-Yr Total Return (2008): | -26.40% | |
Best 3-Yr Total Return (2004-6): | 6.93% | |
Worst 3-Yr Total Return (2006-8): | -4.83% |
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| 1-Year: | -2.89% | | 3-Year: | -2.28% | | 5-Year: | 1.37% | | 10-Year: | 4.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLBCX | Category | Diff | Index* | Diff | | Year To Date | 14.26 | 18.16 | -3.9 | 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 | 10.79 | 15.73 | -4.94 | N/A | N/A | | 3-Year | -3.15 | -2.66 | -0.49 | N/A | N/A | | 5-Year | 1.06 | 2.10 | -1.04 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.58 | 33.32 | -1.74 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.91 | -8.51 | -1.4 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.40 | -28.00 | 1.60 | | 2007 | | | 5.70 | 5.99 | -0.29 | | 2006 | | | 10.81 | 11.29 | -0.48 | | 2005 | | | 2.21 | 5.13 | -2.92 | | 2004 | | | 7.94 | 8.86 | -0.92 | | 2003 | | | 21.76 | 20.35 | 1.41 | | 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
CLBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.08 | 11.44 | 10.92 | N/A | | 2008 | -6.16 | -2.90 | -5.39 | -14.62 | | 2007 | 0.55 | 4.75 | 2.60 | -2.19 | | 2006 | 2.60 | -0.82 | 4.27 | 4.44 | | 2005 | -1.65 | 1.44 | 0.75 | 1.69 | | 2004 | 2.27 | 0.30 | -0.51 | 5.77 | | 2003 | -2.57 | 12.44 | 2.14 | 8.82 | | 2002 | N/A | -5.75 | -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 | 745 | 1204 | 61.88 | | 3-Year | 443 | 950 | 46.63 | | 5-Year | 465 | 796 | 58.42 |
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1.23% Nasdaq 
Performance
