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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.43% | | 5-Year Average Return: | 3.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.85% | |
Worst 1-Yr Total Return (2008): | -5.61% | |
Best 3-Yr Total Return (2004-6): | 3.93% | |
Worst 3-Yr Total Return (2006-8): | 0.94% |
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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 | CLINX | Category | Diff | Index* | Diff | | Year To Date | 12.43 | 15.40 | -2.97 | 6.24 | 6.19 | | 1-Month | 0.43 | 0.24 | 0.19 | 0.49 | -0.06 | | 3-Month | 3.84 | 5.26 | -1.42 | 2.60 | 1.24 | | 1-Year | 14.88 | 30.47 | -15.59 | 13.79 | 1.09 | | 3-Year | 3.77 | 5.79 | -2.02 | 6.35 | -2.58 | | 5-Year | 3.47 | 4.29 | -0.82 | 5.05 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.14 | 23.33 | -10.19 | 7.06 | 6.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.41 | 8.82 | -4.41 | 7.94 | -3.53 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.61 | -3.72 | -1.89 | | 2007 | | | 4.31 | 3.10 | 1.21 | | 2006 | | | 4.44 | 4.43 | 0.01 | | 2005 | | | 1.54 | 2.23 | -0.69 | | 2004 | | | 5.85 | 6.47 | -0.62 | | 2003 | | | 15.65 | 8.79 | 6.86 | | 2002 | | | 8.23 | 8.36 | -0.13 | | 2001 | | | 8.92 | 7.85 | 1.07 | | 2000 | | | 2.74 | 9.36 | -6.62 | | 1999 | | | -0.37 | -2.73 | 2.36 |
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| PAST QUARTERLY RETURNS (%) FOR
CLINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.17 | 5.47 | 5.95 | N/A | | 2008 | -0.62 | 0.07 | -2.41 | -2.75 | | 2007 | 1.87 | -0.48 | 1.24 | 1.64 | | 2006 | 0.32 | 0.11 | 2.74 | 1.22 | | 2005 | -0.52 | 1.76 | 0.04 | 0.27 | | 2004 | 1.74 | -1.54 | 3.35 | 2.25 | | 2003 | 3.74 | 6.09 | 0.80 | 4.26 | | 2002 | 0.65 | 1.19 | 1.67 | 4.52 | | 2001 | 4.70 | 1.68 | 2.87 | -0.54 | | 2000 | 1.04 | -1.22 | 1.28 | 1.64 | | 1999 | N/A | N/A | N/A | -1.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 49 | 48.98 | | 1-Month | 25 | 52 | 48.08 | | 3-Month | 29 | 52 | 55.77 | | 6-Month | 42 | 51 | 82.35 | | 1-Year | 35 | 49 | 71.43 | | 3-Year | 29 | 38 | 76.32 | | 5-Year | 21 | 29 | 72.41 |
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0.50% Nasdaq 
Performance
