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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.23% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.64% | |
Worst 1-Yr Total Return (2008): | -40.91% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLDEX | Category | Diff | Index* | Diff | | Year To Date | 27.23 | 18.65 | 8.58 | 17.05 | 10.18 | | 1-Month | -2.10 | -2.18 | 0.08 | -1.86 | -0.24 | | 3-Month | 4.47 | 5.08 | -0.61 | 5.48 | -1.01 | | 1-Year | 21.82 | 11.86 | 9.96 | 9.80 | 12.02 | | 3-Year | -5.26 | -6.78 | 1.52 | -7.02 | 1.76 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.67 | 45.26 | 8.41 | 45.76 | 7.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.29 | -15.99 | -0.3 | -18.25 | 1.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLDEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.91 | -37.79 | -3.12 | | 2007 | | | 8.64 | 6.16 | 2.48 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLDEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.11 | 21.01 | 15.61 | N/A | | 2008 | -9.55 | -0.59 | -14.26 | -23.36 | | 2007 | 1.02 | 5.87 | 3.21 | -1.57 | | 2006 | N/A | N/A | 4.33 | 7.42 | | 2005 | N/A | N/A | N/A | N/A | | 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 | 181 | 2013 | 8.99 | | 1-Month | 822 | 2110 | 38.96 | | 3-Month | 564 | 2090 | 26.99 | | 6-Month | 327 | 2049 | 15.96 | | 1-Year | 118 | 1999 | 5.90 | | 3-Year | 303 | 1694 | 17.89 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
