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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.97% | | 5-Year Average Return: | 1.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.63% | |
Worst 1-Yr Total Return (2008): | -43.39% | |
Best 3-Yr Total Return (2005-7): | 10.93% | |
Worst 3-Yr Total Return (2006-8): | -10.67% |
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| 1-Year: | -3.97% | | 3-Year: | -3.80% | | 5-Year: | 2.23% | | 10-Year: | 1.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLCCX | Category | Diff | Index* | Diff | | Year To Date | 26.97 | 18.65 | 8.32 | 17.05 | 9.92 | | 1-Month | -2.77 | -2.18 | -0.59 | -1.86 | -0.91 | | 3-Month | 4.20 | 5.08 | -0.88 | 5.48 | -1.28 | | 1-Year | 19.77 | 11.86 | 7.91 | 9.80 | 9.97 | | 3-Year | -5.72 | -6.78 | 1.06 | -7.02 | 1.3 | | 5-Year | 1.25 | 0.49 | 0.76 | 0.33 | 0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.03 | 45.26 | 6.77 | 45.76 | 6.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.77 | -15.99 | -3.78 | -18.25 | -1.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.39 | -37.79 | -5.60 | | 2007 | | | 12.63 | 6.16 | 6.47 | | 2006 | | | 11.81 | 14.17 | -2.36 | | 2005 | | | 8.40 | 5.88 | 2.52 | | 2004 | | | 9.91 | 10.02 | -0.11 | | 2003 | | | 31.11 | 27.05 | 4.06 | | 2002 | | | -20.76 | -22.25 | 1.49 | | 2001 | | | -10.48 | -13.50 | 3.02 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.37 | 20.40 | 15.84 | N/A | | 2008 | -9.27 | 1.04 | -16.83 | -25.76 | | 2007 | 1.96 | 6.85 | 4.61 | -1.17 | | 2006 | 5.30 | -3.47 | 2.89 | 6.91 | | 2005 | -2.05 | 0.93 | 6.67 | 2.79 | | 2004 | 3.16 | -2.26 | -1.49 | 10.65 | | 2003 | -3.71 | 14.97 | 5.03 | 12.77 | | 2002 | 0.00 | -10.38 | -15.83 | 5.05 | | 2001 | -12.72 | 8.29 | -17.94 | 15.42 | | 2000 | N/A | N/A | N/A | -11.83 | | 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 | 181 | 2013 | 8.99 | | 1-Month | 991 | 2110 | 46.97 | | 3-Month | 961 | 2090 | 45.98 | | 6-Month | 512 | 2049 | 24.99 | | 1-Year | 139 | 1999 | 6.95 | | 3-Year | 355 | 1694 | 20.96 | | 5-Year | 288 | 1352 | 21.30 |
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1.23% Nasdaq 
Performance
