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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.40% | | 5-Year Average Return: | 4.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.39% | |
Worst 1-Yr Total Return (2008): | -7.03% | |
Best 3-Yr Total Return (2004-6): | 5.38% | |
Worst 3-Yr Total Return (2006-8): | 1.20% |
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| 1-Year: | 10.38% | | 3-Year: | 5.09% | | 5-Year: | 4.91% | | 10-Year: | 5.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLSCX | Category | Diff | Index* | Diff | | Year To Date | 18.40 | 26.40 | -8 | 7.61 | 10.79 | | 1-Month | 1.34 | 1.05 | 0.29 | 1.29 | 0.05 | | 3-Month | 5.23 | 5.48 | -0.25 | 2.86 | 2.37 | | 1-Year | 23.54 | 32.78 | -9.24 | 11.63 | 11.91 | | 3-Year | 4.94 | 3.95 | 0.99 | 6.40 | -1.46 | | 5-Year | 4.61 | 4.79 | -0.18 | 5.49 | -0.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.88 | 23.40 | -6.52 | 7.06 | 9.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.52 | 3.93 | 0.59 | 7.94 | -3.42 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.03 | -15.41 | 8.38 | | 2007 | | | 4.86 | 4.45 | 0.41 | | 2006 | | | 6.29 | 6.90 | -0.61 | | 2005 | | | 0.65 | 2.12 | -1.47 | | 2004 | | | 9.39 | 8.38 | 1.01 | | 2003 | | | 18.57 | 16.18 | 2.39 | | 2002 | | | 7.32 | 6.76 | 0.56 | | 2001 | | | 2.46 | 4.22 | -1.76 | | 2000 | | | -1.28 | 1.73 | -3.01 | | 1999 | | | 0.67 | 2.89 | -2.22 |
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| PAST QUARTERLY RETURNS (%) FOR
CLSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.91 | 6.76 | 7.74 | N/A | | 2008 | 1.38 | -1.01 | -3.46 | -4.04 | | 2007 | 1.69 | -0.16 | 2.40 | 0.86 | | 2006 | 0.45 | -0.12 | 3.30 | 2.56 | | 2005 | -1.81 | 1.75 | 0.75 | -0.01 | | 2004 | 1.99 | -2.32 | 4.60 | 4.97 | | 2003 | 4.02 | 7.38 | 1.24 | 4.86 | | 2002 | 0.55 | 0.62 | 0.73 | 5.30 | | 2001 | 1.70 | -2.58 | -1.11 | 4.58 | | 2000 | -0.25 | -0.22 | 0.22 | -1.03 | | 1999 | N/A | N/A | N/A | 1.43 |
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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 | 210 | 280 | 75.00 | | 3-Month | 218 | 267 | 81.65 | | 6-Month | 218 | 266 | 81.95 | | 1-Year | 168 | 236 | 71.19 | | 3-Year | 55 | 170 | 32.35 | | 5-Year | 70 | 141 | 49.65 |
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0.51% Nasdaq 0.00%
Performance
