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| Morningstar Return Rating: | High | | Year to Date Return: | 38.13% | | 5-Year Average Return: | 7.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.47% | |
Worst 1-Yr Total Return (2008): | -21.34% | |
Best 3-Yr Total Return (2004-6): | 10.78% | |
Worst 3-Yr Total Return (2006-8): | -1.63% |
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| 1-Year: | 15.33% | | 3-Year: | 4.54% | | 5-Year: | 6.92% | | 10-Year: | 7.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPHYX | Category | Diff | Index* | Diff | | Year To Date | 38.13 | 42.53 | -4.4 | 7.61 | 30.52 | | 1-Month | 0.92 | 1.09 | -0.17 | 1.29 | -0.37 | | 3-Month | 6.18 | 7.76 | -1.58 | 2.86 | 3.32 | | 1-Year | 45.18 | 48.90 | -3.72 | 11.63 | 33.55 | | 3-Year | 5.02 | 2.47 | 2.55 | 6.40 | -1.38 | | 5-Year | 7.34 | 4.02 | 3.32 | 5.49 | 1.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.12 | 35.54 | -0.42 | 7.06 | 28.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.96 | 0.71 | 4.25 | 7.94 | -2.98 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.34 | -26.41 | 5.07 | | 2007 | | | 5.72 | 1.47 | 4.25 | | 2006 | | | 14.46 | 10.14 | 4.32 | | 2005 | | | 6.59 | 2.59 | 4.00 | | 2004 | | | 11.43 | 9.99 | 1.44 | | 2003 | | | 28.10 | 24.36 | 3.74 | | 2002 | | | 3.66 | -1.52 | 5.18 | | 2001 | | | 3.14 | 2.39 | 0.75 | | 2000 | | | -1.53 | -7.12 | 5.59 | | 1999 | | | 12.02 | 5.05 | 6.97 |
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| PAST QUARTERLY RETURNS (%) FOR
CPHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.54 | 18.88 | 11.56 | N/A | | 2008 | -2.13 | 1.53 | -10.15 | -11.89 | | 2007 | 2.93 | 0.75 | 1.55 | 0.39 | | 2006 | 3.42 | 1.46 | 3.94 | 4.94 | | 2005 | -2.02 | 3.16 | 2.61 | 2.77 | | 2004 | 4.35 | -2.68 | 4.30 | 5.20 | | 2003 | 5.83 | 11.01 | 1.03 | 7.93 | | 2002 | 4.94 | -4.15 | -4.87 | 8.34 | | 2001 | 1.51 | -1.32 | -1.12 | 4.13 | | 2000 | 2.02 | 0.00 | 2.03 | -5.41 | | 1999 | N/A | N/A | N/A | 3.58 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 385 | 543 | 70.90 | | 1-Month | 304 | 574 | 52.96 | | 3-Month | 485 | 571 | 84.94 | | 6-Month | 436 | 559 | 78.00 | | 1-Year | 337 | 543 | 62.06 | | 3-Year | 53 | 467 | 11.35 | | 5-Year | 5 | 403 | 1.24 |
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