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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.89% | | 5-Year Average Return: | 0.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.17% | |
Worst 1-Yr Total Return (2008): | -30.66% | |
Best 3-Yr Total Return (2004-6): | 9.49% | |
Worst 3-Yr Total Return (2006-8): | -6.49% |
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| 1-Year: | -9.02% | | 3-Year: | -5.33% | | 5-Year: | 0.70% | | 10-Year: | 2.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CMLBX | Category | Diff | Index* | Diff | | Year To Date | 14.89 | 15.79 | -0.9 | 17.05 | -2.16 | | 1-Month | -1.11 | -2.21 | 1.1 | -1.86 | 0.75 | | 3-Month | 4.47 | 5.62 | -1.15 | 5.48 | -1.01 | | 1-Year | 10.31 | 9.52 | 0.79 | 9.80 | 0.51 | | 3-Year | -5.63 | -8.36 | 2.73 | -7.02 | 1.39 | | 5-Year | 0.69 | 0.18 | 0.51 | 0.33 | 0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.42 | 46.84 | -10.42 | 45.76 | -9.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.75 | -16.40 | 2.65 | -18.25 | 4.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.66 | -37.09 | 6.43 | | 2007 | | | 2.39 | 1.42 | 0.97 | | 2006 | | | 15.17 | 18.15 | -2.98 | | 2005 | | | 3.92 | 5.95 | -2.03 | | 2004 | | | 9.66 | 12.97 | -3.31 | | 2003 | | | 22.08 | 28.44 | -6.36 | | 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
CMLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.70 | 13.22 | 12.39 | N/A | | 2008 | -7.44 | -2.01 | -7.11 | -17.70 | | 2007 | 1.54 | 6.07 | -0.26 | -4.68 | | 2006 | 3.59 | 0.14 | 4.14 | 6.61 | | 2005 | -1.16 | 1.10 | 2.31 | 1.65 | | 2004 | 1.24 | 1.57 | 0.00 | 6.64 | | 2003 | -3.97 | 12.78 | 1.86 | 10.66 | | 2002 | N/A | -6.49 | -15.98 | 7.09 | | 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 | 680 | 1335 | 50.94 | | 1-Month | 165 | 1379 | 11.97 | | 3-Month | 560 | 1368 | 40.94 | | 6-Month | 1130 | 1346 | 83.95 | | 1-Year | 566 | 1318 | 42.94 | | 3-Year | 165 | 1124 | 14.68 | | 5-Year | 287 | 934 | 30.73 |
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