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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.84% | | 5-Year Average Return: | 6.63% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.57% | |
Worst 1-Yr Total Return (2005): | 2.02% | |
Best 3-Yr Total Return (2006-8): | 4.64% | |
Worst 3-Yr Total Return (2004-6): | 3.30% |
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| 1-Year: | 15.05% | | 3-Year: | 6.54% | | 5-Year: | 5.06% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPAMX | Category | Diff | Index* | Diff | | Year To Date | 16.84 | 14.86 | 1.98 | 7.61 | 9.23 | | 1-Month | 1.11 | 1.13 | -0.02 | 1.29 | -0.18 | | 3-Month | 3.48 | 3.76 | -0.28 | 2.86 | 0.62 | | 1-Year | 24.01 | 18.84 | 5.17 | 11.63 | 12.38 | | 3-Year | 8.70 | 4.58 | 4.12 | 6.40 | 2.3 | | 5-Year | 6.63 | 4.20 | 2.43 | 5.49 | 1.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.70 | 13.91 | 2.79 | 7.06 | 9.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 14.60 | 6.57 | 8.03 | 7.94 | 6.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPAMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.86 | -4.70 | 7.56 | | 2007 | | | 7.57 | 4.70 | 2.87 | | 2006 | | | 3.56 | 4.15 | -0.59 | | 2005 | | | 2.02 | 1.80 | 0.22 | | 2004 | | | 4.33 | 3.91 | 0.42 | | 2003 | | | 5.28 | 5.10 | 0.18 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CPAMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.59 | 7.56 | 6.01 | N/A | | 2008 | 3.40 | -2.79 | -3.58 | 6.14 | | 2007 | 1.64 | -1.71 | 4.25 | 3.29 | | 2006 | -0.61 | -0.36 | 3.72 | 0.81 | | 2005 | -0.78 | 3.32 | -0.63 | 0.15 | | 2004 | 2.95 | -2.69 | 3.09 | 1.02 | | 2003 | 1.97 | 3.10 | -0.18 | 0.32 | | 2002 | N/A | N/A | N/A | 2.51 | | 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 | 326 | 1126 | 28.95 | | 1-Month | 303 | 1168 | 25.94 | | 3-Month | 602 | 1158 | 51.99 | | 6-Month | 672 | 1140 | 58.95 | | 1-Year | 176 | 1120 | 15.71 | | 3-Year | 21 | 970 | 2.16 | | 5-Year | 24 | 854 | 2.81 |
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