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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.50% | | 5-Year Average Return: | 1.97% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.16% | |
Worst 1-Yr Total Return (2008): | -34.76% | |
Best 3-Yr Total Return (2005-7): | 8.76% | |
Worst 3-Yr Total Return (2006-8): | -7.74% |
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| 1-Year: | -1.22% | | 3-Year: | -2.85% | | 5-Year: | 2.57% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPCDX | Category | Diff | Index* | Diff | | Year To Date | 27.50 | 25.10 | 2.4 | 24.07 | 3.43 | | 1-Month | 4.51 | 5.28 | -0.77 | 6.00 | -1.49 | | 3-Month | 6.97 | 7.01 | -0.04 | 7.91 | -0.94 | | 1-Year | 33.66 | 28.01 | 5.65 | 25.39 | 8.27 | | 3-Year | -3.66 | -5.87 | 2.21 | -5.79 | 2.13 | | 5-Year | 1.97 | 0.64 | 1.33 | 0.71 | 1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.07 | 46.08 | 0.99 | 45.76 | 1.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.30 | -17.41 | 4.11 | -18.25 | 4.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPCDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.76 | -37.79 | 3.03 | | 2007 | | | 6.39 | 6.16 | 0.23 | | 2006 | | | 13.16 | 14.17 | -1.01 | | 2005 | | | 6.86 | 5.88 | 0.98 | | 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
CPCDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.88 | 18.03 | 15.58 | N/A | | 2008 | -6.94 | -2.32 | -10.57 | -19.75 | | 2007 | 2.10 | 4.63 | 2.23 | -2.58 | | 2006 | 4.92 | -1.99 | 3.55 | 6.28 | | 2005 | -1.76 | 1.29 | 4.58 | 2.69 | | 2004 | N/A | 0.00 | -1.09 | 8.80 | | 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 | 565 | 2021 | 27.96 | | 1-Month | 1542 | 2113 | 72.98 | | 3-Month | 1191 | 2091 | 56.96 | | 6-Month | 1403 | 2064 | 67.97 | | 1-Year | 431 | 2011 | 21.43 | | 3-Year | 232 | 1707 | 13.59 | | 5-Year | 237 | 1360 | 17.43 |
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0.38% Nasdaq 
0.10 (0.99%) 
Performance
