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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.92% | | 5-Year Average Return: | 1.83% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.23% | |
Worst 1-Yr Total Return (2008): | -34.67% | |
Best 3-Yr Total Return (2005-7): | 8.77% | |
Worst 3-Yr Total Return (2006-8): | -7.69% |
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| 1-Year: | -5.11% | | 3-Year: | -4.00% | | 5-Year: | 2.24% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPBDX | Category | Diff | Index* | Diff | | Year To Date | 21.92 | 18.65 | 3.27 | 17.05 | 4.87 | | 1-Month | -1.85 | -2.18 | 0.33 | -1.86 | 0.01 | | 3-Month | 5.98 | 5.08 | 0.9 | 5.48 | 0.5 | | 1-Year | 17.80 | 11.86 | 5.94 | 9.80 | 8 | | 3-Year | -4.29 | -6.78 | 2.49 | -7.02 | 2.73 | | 5-Year | 1.83 | 0.49 | 1.34 | 0.33 | 1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.86 | 45.26 | 1.6 | 45.76 | 1.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.36 | -15.99 | 2.63 | -18.25 | 4.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.67 | -37.79 | 3.12 | | 2007 | | | 6.36 | 6.16 | 0.20 | | 2006 | | | 13.23 | 14.17 | -0.94 | | 2005 | | | 6.84 | 5.88 | 0.96 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CPBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.85 | 17.96 | 15.52 | N/A | | 2008 | -7.00 | -2.31 | -10.47 | -19.69 | | 2007 | 2.01 | 4.62 | 2.23 | -2.52 | | 2006 | 4.91 | -1.99 | 3.63 | 6.27 | | 2005 | -1.76 | 1.29 | 4.57 | 2.68 | | 2004 | N/A | 0.10 | -1.19 | 8.87 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 603 | 2013 | 29.96 | | 1-Month | 1055 | 2110 | 50.00 | | 3-Month | 1024 | 2090 | 49.00 | | 6-Month | 614 | 2049 | 29.97 | | 1-Year | 331 | 1999 | 16.56 | | 3-Year | 232 | 1694 | 13.70 | | 5-Year | 208 | 1352 | 15.38 |
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0.67% Nasdaq 
Performance
