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| Morningstar Return Rating: | Average | | Year to Date Return: | 0.64% | | 5-Year Average Return: | -0.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.70% | |
Worst 1-Yr Total Return (2008): | -15.61% | |
Best 3-Yr Total Return (2004-6): | 12.72% | |
Worst 3-Yr Total Return (2006-8): | -3.43% |
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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 | COPLX | Category | Diff | Index* | Diff | | Year To Date | 0.64 | 21.73 | -21.09 | 24.07 | -23.43 | | 1-Month | 3.10 | 5.16 | -2.06 | 6.00 | -2.9 | | 3-Month | 3.28 | 6.45 | -3.17 | 7.91 | -4.63 | | 1-Year | -0.32 | 24.67 | -24.99 | 25.39 | -25.71 | | 3-Year | -8.47 | -7.33 | -1.14 | -5.79 | -2.68 | | 5-Year | -0.48 | 0.27 | -0.75 | 0.71 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.93 | 47.53 | -36.6 | 45.76 | -34.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.99 | -16.99 | 6 | -18.25 | 7.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | COPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.61 | -37.09 | 21.48 | | 2007 | | | -10.83 | 1.42 | -12.25 | | 2006 | | | 19.70 | 18.15 | 1.55 | | 2005 | | | 5.89 | 5.95 | -0.06 | | 2004 | | | 12.99 | 12.97 | 0.02 | | 2003 | | | 14.31 | 28.44 | -14.13 | | 2002 | | | -13.93 | -18.69 | 4.76 | | 2001 | | | -9.30 | -4.99 | -4.31 | | 2000 | | | 22.49 | 7.87 | 14.62 | | 1999 | | | -6.86 | 6.72 | -13.58 |
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| PAST QUARTERLY RETURNS (%) FOR
COPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.38 | 4.43 | 3.72 | N/A | | 2008 | -7.48 | 2.76 | -7.03 | -4.53 | | 2007 | 4.74 | 2.32 | 1.81 | -18.28 | | 2006 | 2.79 | 1.66 | 5.85 | 8.21 | | 2005 | 1.85 | 4.33 | 4.37 | -4.53 | | 2004 | 3.39 | -0.82 | 4.73 | 5.21 | | 2003 | -4.00 | 11.97 | -1.47 | 7.93 | | 2002 | 1.85 | -7.35 | -14.93 | 7.21 | | 2001 | -6.48 | 1.21 | -3.45 | -0.75 | | 2000 | -0.55 | 0.55 | 13.59 | 7.83 | | 1999 | N/A | N/A | N/A | -3.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1280 | 1293 | 98.99 | | 1-Month | 26 | 1338 | 1.94 | | 3-Month | 411 | 1329 | 30.93 | | 6-Month | 1320 | 1320 | 100.00 | | 1-Year | 1079 | 1280 | 84.30 | | 3-Year | 579 | 1088 | 53.22 | | 5-Year | 445 | 917 | 48.53 |
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0.02% Nasdaq 0.00%
Performance
