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| Morningstar Return Rating: | Low | | Year to Date Return: | 26.59% | | 5-Year Average Return: | -0.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.63% | |
Worst 1-Yr Total Return (2008): | -47.64% | |
Best 3-Yr Total Return (2004-6): | 15.53% | |
Worst 3-Yr Total Return (2006-8): | -11.65% |
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| 1-Year: | -8.30% | | 3-Year: | -9.66% | | 5-Year: | 0.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPIAX | Category | Diff | Index* | Diff | | Year To Date | 26.59 | 28.50 | -1.91 | 29.91 | -3.32 | | 1-Month | 3.03 | 2.93 | 0.1 | 2.00 | 1.03 | | 3-Month | 3.61 | 4.52 | -0.91 | 4.58 | -0.97 | | 1-Year | 33.46 | 37.87 | -4.41 | 37.72 | -4.26 | | 3-Year | -10.09 | -5.94 | -4.15 | -5.52 | -4.57 | | 5-Year | -0.36 | 3.48 | -3.84 | 4.13 | -4.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.86 | 59.57 | 2.29 | 59.35 | 2.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.36 | -11.44 | -7.92 | -14.95 | -4.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.64 | -42.41 | -5.23 | | 2007 | | | 5.70 | 9.01 | -3.31 | | 2006 | | | 24.63 | 25.98 | -1.35 | | 2005 | | | 8.12 | 13.19 | -5.07 | | 2004 | | | 14.42 | 21.99 | -7.57 | | 2003 | | | 25.87 | 39.07 | -13.20 | | 2002 | | | N/A | -12.37 | N/A | | 2001 | | | N/A | -15.98 | N/A | | 2000 | | | N/A | -6.76 | N/A | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CPIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.78 | 25.11 | 20.52 | N/A | | 2008 | -10.47 | -3.32 | -20.83 | -23.60 | | 2007 | 3.16 | 7.81 | 0.71 | -5.63 | | 2006 | 8.59 | -0.83 | 4.23 | 11.03 | | 2005 | -0.38 | -1.43 | 7.16 | 2.74 | | 2004 | 0.76 | 0.44 | -0.85 | 14.03 | | 2003 | -7.13 | 14.86 | 1.90 | 15.80 | | 2002 | N/A | N/A | N/A | 9.62 | | 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 | 207 | 340 | 60.88 | | 1-Month | 251 | 354 | 70.90 | | 3-Month | 261 | 354 | 73.73 | | 6-Month | 200 | 352 | 56.82 | | 1-Year | 193 | 338 | 57.10 | | 3-Year | 211 | 265 | 79.62 | | 5-Year | 166 | 199 | 83.42 |
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0.28% Nasdaq 0.00%
Performance
