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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.76% | | 5-Year Average Return: | 0.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.10% | |
Worst 1-Yr Total Return (2008): | -29.55% | |
Best 3-Yr Total Return (2005-7): | 8.48% | |
Worst 3-Yr Total Return (2006-8): | -3.83% |
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| 1-Year: | -16.02% | | 3-Year: | -3.96% | | 5-Year: | 0.91% | | 10-Year: | 1.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPABX | Category | Diff | Index* | Diff | | Year To Date | 6.76 | 18.65 | -11.89 | 17.05 | -10.29 | | 1-Month | -1.79 | -2.18 | 0.39 | -1.86 | 0.07 | | 3-Month | 1.59 | 5.08 | -3.49 | 5.48 | -3.89 | | 1-Year | 0.83 | 11.86 | -11.03 | 9.80 | -8.97 | | 3-Year | -4.94 | -6.78 | 1.84 | -7.02 | 2.08 | | 5-Year | 0.41 | 0.49 | -0.08 | 0.33 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.53 | 45.26 | -13.73 | 45.76 | -14.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.78 | -15.99 | -3.79 | -18.25 | -1.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.55 | -37.79 | 8.24 | | 2007 | | | 9.70 | 6.16 | 3.54 | | 2006 | | | 15.10 | 14.17 | 0.93 | | 2005 | | | 1.09 | 5.88 | -4.79 | | 2004 | | | 6.40 | 10.02 | -3.62 | | 2003 | | | 22.93 | 27.05 | -4.12 | | 2002 | | | -19.38 | -22.25 | 2.87 | | 2001 | | | -6.92 | -13.50 | 6.58 | | 2000 | | | -4.49 | -6.31 | 1.82 | | 1999 | | | 42.29 | 20.16 | 22.13 |
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| PAST QUARTERLY RETURNS (%) FOR
CPABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.38 | 10.73 | 9.55 | N/A | | 2008 | -6.22 | -0.31 | -7.80 | -18.27 | | 2007 | 1.56 | 8.92 | 1.79 | -2.58 | | 2006 | 3.64 | -2.53 | 5.22 | 8.28 | | 2005 | -2.10 | -0.21 | 1.86 | 1.59 | | 2004 | 1.03 | 0.25 | -3.09 | 8.40 | | 2003 | -4.80 | 14.23 | 1.11 | 11.79 | | 2002 | 1.78 | -10.02 | -17.54 | 6.75 | | 2001 | -8.34 | 6.17 | -11.66 | 8.27 | | 2000 | 8.31 | -5.49 | 2.35 | -8.84 | | 1999 | N/A | N/A | N/A | 27.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1952 | 2013 | 96.97 | | 1-Month | 548 | 2110 | 25.97 | | 3-Month | 1943 | 2090 | 92.97 | | 6-Month | 2008 | 2049 | 98.00 | | 1-Year | 1553 | 1999 | 77.69 | | 3-Year | 343 | 1694 | 20.25 | | 5-Year | 497 | 1352 | 36.76 |
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0.22% Nasdaq 
Performance
