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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.70% | | 5-Year Average Return: | N/A | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 8.28% | |
Worst 1-Yr Total Return (2006): | 5.43% | |
Best 3-Yr Total Return (2005-7): | 6.59% | |
Worst 3-Yr Total Return (2006-8): | 6.44% |
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| 1-Year: | 16.14% | | 3-Year: | 8.99% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLDAX | Category | Diff | Index* | Diff | | Year To Date | 17.70 | 16.74 | 0.96 | 7.61 | 10.09 | | 1-Month | 1.13 | 1.15 | -0.02 | 1.29 | -0.16 | | 3-Month | 4.99 | 4.22 | 0.77 | 2.86 | 2.13 | | 1-Year | 22.72 | 26.34 | -3.62 | 11.63 | 11.09 | | 3-Year | 10.14 | 5.43 | 4.71 | 6.40 | 3.74 | | 5-Year | N/A | 4.63 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.97 | 23.40 | -5.43 | 7.06 | 10.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 15.83 | 9.52 | 6.31 | 7.94 | 7.89 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.62 | -3.72 | 9.34 | | 2007 | | | 8.28 | 3.10 | 5.18 | | 2006 | | | 5.43 | 4.43 | 1.00 | | 2005 | | | 6.07 | 2.23 | 3.84 | | 2004 | | | N/A | 6.47 | N/A | | 2003 | | | N/A | 8.79 | N/A | | 2002 | | | N/A | 8.36 | N/A | | 2001 | | | N/A | 7.85 | N/A | | 2000 | | | N/A | 9.36 | N/A | | 1999 | | | N/A | -2.73 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.77 | 5.99 | 8.33 | N/A | | 2008 | 1.87 | -0.26 | -0.32 | 4.29 | | 2007 | 1.56 | -0.24 | 2.84 | 3.92 | | 2006 | -0.73 | -0.17 | 4.65 | 1.65 | | 2005 | 1.90 | 4.56 | -1.18 | 0.75 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 22 | 50 | 44.00 | | 1-Month | 22 | 53 | 41.51 | | 3-Month | 12 | 53 | 22.64 | | 6-Month | 23 | 52 | 44.23 | | 1-Year | 18 | 50 | 36.00 | | 3-Year | 1 | 40 | 2.50 | | 5-Year | | 30 | N/A |
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0.20% Nasdaq 
0.04 (0.24%) 
Performance
