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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.48% | | 5-Year Average Return: | 4.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.06% | |
Worst 1-Yr Total Return (2008): | -7.34% | |
Best 3-Yr Total Return (2004-6): | 5.17% | |
Worst 3-Yr Total Return (2006-8): | 0.98% |
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| 1-Year: | 6.23% | | 3-Year: | 4.04% | | 5-Year: | 4.41% | | 10-Year: | 5.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLSBX | Category | Diff | Index* | Diff | | Year To Date | 18.48 | 26.40 | -7.92 | 7.61 | 10.87 | | 1-Month | 1.33 | 1.05 | 0.28 | 1.29 | 0.04 | | 3-Month | 5.38 | 5.48 | -0.1 | 2.86 | 2.52 | | 1-Year | 23.37 | 32.78 | -9.41 | 11.63 | 11.74 | | 3-Year | 4.85 | 3.95 | 0.9 | 6.40 | -1.55 | | 5-Year | 4.49 | 4.79 | -0.3 | 5.49 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.58 | 23.40 | -6.82 | 7.06 | 9.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.37 | 3.93 | 0.44 | 7.94 | -3.57 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.34 | -15.41 | 8.07 | | 2007 | | | 4.88 | 4.45 | 0.43 | | 2006 | | | 5.97 | 6.90 | -0.93 | | 2005 | | | 0.67 | 2.12 | -1.45 | | 2004 | | | 9.06 | 8.38 | 0.68 | | 2003 | | | 18.61 | 16.18 | 2.43 | | 2002 | | | 7.17 | 6.76 | 0.41 | | 2001 | | | 2.14 | 4.22 | -2.08 | | 2000 | | | -1.41 | 1.73 | -3.14 | | 1999 | | | 0.52 | 2.89 | -2.37 |
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| PAST QUARTERLY RETURNS (%) FOR
CLSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.88 | 6.93 | 7.51 | N/A | | 2008 | 1.17 | -0.87 | -3.66 | -4.09 | | 2007 | 1.66 | -0.20 | 2.36 | 0.98 | | 2006 | 0.24 | 0.01 | 3.09 | 2.53 | | 2005 | -1.69 | 1.55 | 0.88 | -0.04 | | 2004 | 1.95 | -2.35 | 4.56 | 4.77 | | 2003 | 3.98 | 7.52 | 1.21 | 4.82 | | 2002 | 0.70 | 0.59 | 0.70 | 5.08 | | 2001 | 1.68 | -1.91 | -1.21 | 3.67 | | 2000 | -0.28 | -0.26 | 0.02 | -0.89 | | 1999 | N/A | N/A | N/A | 1.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 211 | 252 | 83.73 | | 1-Month | 193 | 280 | 68.93 | | 3-Month | 221 | 267 | 82.77 | | 6-Month | 215 | 266 | 80.83 | | 1-Year | 172 | 236 | 72.88 | | 3-Year | 58 | 170 | 34.12 | | 5-Year | 73 | 141 | 51.77 |
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0.51% Nasdaq 
0.01 (0.17%) 
Performance
