|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.58% | | 5-Year Average Return: | 2.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.64% | |
Worst 1-Yr Total Return (2008): | -9.28% | |
Best 3-Yr Total Return (2004-6): | 4.11% | |
Worst 3-Yr Total Return (2006-8): | -1.19% |
|
| 1-Year: | 8.20% | | 3-Year: | 1.64% | | 5-Year: | 2.61% | | 10-Year: | 4.29% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLFAX | Category | Diff | Index* | Diff | | Year To Date | 13.58 | 16.56 | -2.98 | 12.53 | 1.05 | | 1-Month | -0.24 | -0.07 | -0.17 | 0.83 | -1.07 | | 3-Month | 2.59 | 3.01 | -0.42 | 2.25 | 0.34 | | 1-Year | 13.13 | 15.24 | -2.11 | 14.17 | -1.04 | | 3-Year | 1.46 | 1.27 | 0.19 | 4.17 | -2.71 | | 5-Year | 2.81 | 2.91 | -0.1 | 4.50 | -1.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.97 | 13.07 | -2.1 | 9.40 | 1.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.60 | 0.67 | -0.07 | 5.67 | -5.07 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.28 | -11.05 | 1.77 | | 2007 | | | 1.63 | 0.71 | 0.92 | | 2006 | | | 4.64 | 4.58 | 0.06 | | 2005 | | | 3.44 | 3.93 | -0.49 | | 2004 | | | 4.26 | 4.37 | -0.11 | | 2003 | | | 4.31 | 4.27 | 0.04 | | 2002 | | | 8.37 | 8.03 | 0.34 | | 2001 | | | 3.90 | 3.84 | 0.06 | | 2000 | | | 12.17 | 12.79 | -0.62 | | 1999 | | | -3.91 | -4.60 | 0.69 |
|
| PAST QUARTERLY RETURNS (%) FOR
CLFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.03 | 2.31 | 10.48 | N/A | | 2008 | -1.17 | 0.34 | -4.81 | -3.90 | | 2007 | 0.68 | -0.90 | 0.93 | 0.91 | | 2006 | 0.28 | -0.14 | 3.29 | 1.16 | | 2005 | -0.20 | 3.08 | -0.28 | 0.83 | | 2004 | 1.57 | -2.31 | 3.77 | 1.26 | | 2003 | 0.75 | 2.10 | -0.18 | 1.58 | | 2002 | -0.11 | 3.49 | 5.36 | -0.50 | | 2001 | 1.11 | -0.37 | 4.10 | -0.91 | | 2000 | 3.56 | 1.39 | 2.79 | 3.93 | | 1999 | N/A | N/A | N/A | -1.37 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 106 | 169 | 62.72 | | 1-Month | 37 | 169 | 21.89 | | 3-Month | 84 | 169 | 49.70 | | 6-Month | 119 | 169 | 70.41 | | 1-Year | 74 | 168 | 44.05 | | 3-Year | 69 | 158 | 43.67 | | 5-Year | 67 | 146 | 45.89 |
|
|
|
|
|