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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.69% | | 5-Year Average Return: | 1.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.17% | |
Worst 1-Yr Total Return (2008): | -30.13% | |
Best 3-Yr Total Return (2004-6): | 10.44% | |
Worst 3-Yr Total Return (2006-8): | -5.72% |
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| 1-Year: | -9.19% | | 3-Year: | -5.31% | | 5-Year: | 0.67% | | 10-Year: | 2.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CMLAX | Category | Diff | Index* | Diff | | Year To Date | 15.69 | 15.79 | -0.1 | 17.05 | -1.36 | | 1-Month | -1.01 | -2.21 | 1.2 | -1.86 | 0.85 | | 3-Month | 4.70 | 5.62 | -0.92 | 5.48 | -0.78 | | 1-Year | 11.22 | 9.52 | 1.7 | 9.80 | 1.42 | | 3-Year | -4.87 | -8.36 | 3.49 | -7.02 | 2.15 | | 5-Year | 1.52 | 0.18 | 1.34 | 0.33 | 1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.10 | 46.84 | -9.74 | 45.76 | -8.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.03 | -16.40 | 3.37 | -18.25 | 5.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.13 | -37.09 | 6.96 | | 2007 | | | 3.23 | 1.42 | 1.81 | | 2006 | | | 16.17 | 18.15 | -1.98 | | 2005 | | | 4.82 | 5.95 | -1.13 | | 2004 | | | 10.61 | 12.97 | -2.36 | | 2003 | | | 23.24 | 28.44 | -5.20 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CMLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.49 | 13.41 | 12.62 | N/A | | 2008 | -7.26 | -1.84 | -6.90 | -17.56 | | 2007 | 1.72 | 6.30 | -0.06 | -4.47 | | 2006 | 3.79 | 0.36 | 4.39 | 6.85 | | 2005 | -0.91 | 1.30 | 2.52 | 1.86 | | 2004 | 1.49 | 1.79 | 0.21 | 6.85 | | 2003 | -3.71 | 13.07 | 2.06 | 10.91 | | 2002 | N/A | -6.31 | -15.77 | 7.35 | | 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 | 627 | 1335 | 46.97 | | 1-Month | 151 | 1379 | 10.95 | | 3-Month | 492 | 1368 | 35.96 | | 6-Month | 1063 | 1346 | 78.97 | | 1-Year | 511 | 1318 | 38.77 | | 3-Year | 107 | 1124 | 9.52 | | 5-Year | 177 | 934 | 18.95 |
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