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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.77% | | 5-Year Average Return: | 0.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.07% | |
Worst 1-Yr Total Return (2008): | -29.49% | |
Best 3-Yr Total Return (2005-7): | 8.49% | |
Worst 3-Yr Total Return (2006-8): | -3.79% |
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| 1-Year: | -11.93% | | 3-Year: | -3.05% | | 5-Year: | 1.19% | | 10-Year: | 1.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPACX | Category | Diff | Index* | Diff | | Year To Date | 6.77 | 18.65 | -11.88 | 17.05 | -10.28 | | 1-Month | -1.80 | -2.18 | 0.38 | -1.86 | 0.06 | | 3-Month | 1.66 | 5.08 | -3.42 | 5.48 | -3.82 | | 1-Year | 0.89 | 11.86 | -10.97 | 9.80 | -8.91 | | 3-Year | -4.89 | -6.78 | 1.89 | -7.02 | 2.13 | | 5-Year | 0.43 | 0.49 | -0.06 | 0.33 | 0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.61 | 45.26 | -13.65 | 45.76 | -14.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.74 | -15.99 | -3.75 | -18.25 | -1.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.49 | -37.79 | 8.30 | | 2007 | | | 9.75 | 6.16 | 3.59 | | 2006 | | | 15.07 | 14.17 | 0.90 | | 2005 | | | 1.10 | 5.88 | -4.78 | | 2004 | | | 6.37 | 10.02 | -3.65 | | 2003 | | | 22.89 | 27.05 | -4.16 | | 2002 | | | -19.39 | -22.25 | 2.86 | | 2001 | | | -6.89 | -13.50 | 6.61 | | 2000 | | | -4.45 | -6.31 | 1.86 | | 1999 | | | 42.32 | 20.16 | 22.16 |
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| PAST QUARTERLY RETURNS (%) FOR
CPACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.41 | 10.68 | 9.65 | N/A | | 2008 | -6.22 | -0.31 | -7.81 | -18.19 | | 2007 | 1.56 | 8.94 | 1.83 | -2.58 | | 2006 | 3.60 | -2.49 | 5.19 | 8.29 | | 2005 | -2.14 | -0.17 | 1.86 | 1.59 | | 2004 | 1.03 | 0.30 | -3.13 | 8.37 | | 2003 | -4.80 | 14.24 | 1.07 | 11.80 | | 2002 | 1.74 | -9.99 | -17.55 | 6.76 | | 2001 | -8.34 | 6.17 | -11.62 | 8.27 | | 2000 | 8.32 | -5.49 | 2.35 | -8.81 | | 1999 | N/A | N/A | N/A | 27.31 |
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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 | 527 | 2110 | 24.98 | | 3-Month | 1943 | 2090 | 92.97 | | 6-Month | 1987 | 2049 | 96.97 | | 1-Year | 1552 | 1999 | 77.64 | | 3-Year | 341 | 1694 | 20.13 | | 5-Year | 492 | 1352 | 36.39 |
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0.22% Nasdaq 
Performance
