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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.70% | | 5-Year Average Return: | -0.99% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 13.27% | |
Worst 1-Yr Total Return (2008): | -40.89% | |
Best 3-Yr Total Return (2005-7): | 5.73% | |
Worst 3-Yr Total Return (2006-8): | -10.27% |
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| 1-Year: | -5.23% | | 3-Year: | -5.02% | | 5-Year: | -0.93% | | 10-Year: | -3.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLCBX | Category | Diff | Index* | Diff | | Year To Date | 32.70 | 31.20 | 1.5 | 24.07 | 8.63 | | 1-Month | 5.17 | 5.67 | -0.5 | 6.00 | -0.83 | | 3-Month | 5.52 | 8.18 | -2.66 | 7.91 | -2.39 | | 1-Year | 34.83 | 34.04 | 0.79 | 25.39 | 9.44 | | 3-Year | -5.07 | -3.89 | -1.18 | -5.79 | 0.72 | | 5-Year | -0.99 | 1.25 | -2.24 | 0.71 | -1.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.63 | 43.84 | 0.79 | 45.76 | -1.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.83 | -18.03 | 4.2 | -18.25 | 4.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.89 | -40.67 | -0.22 | | 2007 | | | 7.91 | 13.35 | -5.44 | | 2006 | | | 13.27 | 7.05 | 6.22 | | 2005 | | | -3.30 | 6.71 | -10.01 | | 2004 | | | 0.37 | 7.81 | -7.44 | | 2003 | | | 22.36 | 28.66 | -6.30 | | 2002 | | | -25.97 | -27.64 | 1.67 | | 2001 | | | -12.14 | -22.30 | 10.16 | | 2000 | | | -18.57 | -13.05 | -5.52 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.47 | 18.25 | 11.73 | N/A | | 2008 | -11.75 | -3.10 | -9.81 | -23.37 | | 2007 | -1.41 | 5.44 | 8.00 | -3.88 | | 2006 | 3.49 | -1.32 | 4.24 | 6.40 | | 2005 | -4.99 | -2.24 | 2.37 | 1.70 | | 2004 | -0.59 | 0.15 | -4.89 | 5.99 | | 2003 | -0.99 | 11.57 | 2.45 | 8.13 | | 2002 | -1.67 | -17.85 | -14.71 | 7.46 | | 2001 | -15.66 | 7.09 | -12.92 | 11.71 | | 2000 | 2.41 | -2.57 | -4.28 | -14.75 | | 1999 | N/A | N/A | N/A | 15.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 672 | 1818 | 36.96 | | 1-Month | 438 | 1906 | 22.98 | | 3-Month | 1618 | 1904 | 84.98 | | 6-Month | 1586 | 1866 | 84.99 | | 1-Year | 650 | 1815 | 35.81 | | 3-Year | 881 | 1537 | 57.32 | | 5-Year | 940 | 1273 | 73.84 |
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0.28% Nasdaq 0.00%
Performance
