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| Morningstar Return Rating: | Above average | | Year to Date Return: | 51.78% | | 5-Year Average Return: | 5.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.94% | |
Worst 1-Yr Total Return (2008): | -46.92% | |
Best 3-Yr Total Return (2005-7): | 15.78% | |
Worst 3-Yr Total Return (2006-8): | -11.04% |
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| 1-Year: | 5.63% | | 3-Year: | 0.09% | | 5-Year: | 5.86% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPMAX | Category | Diff | Index* | Diff | | Year To Date | 51.78 | 31.59 | 20.19 | 24.07 | 27.71 | | 1-Month | 4.92 | 4.49 | 0.43 | 6.00 | -1.08 | | 3-Month | 8.78 | 6.16 | 2.62 | 7.91 | 0.87 | | 1-Year | 55.97 | 35.24 | 20.73 | 25.39 | 30.58 | | 3-Year | -0.52 | -5.04 | 4.52 | -5.79 | 5.27 | | 5-Year | 5.41 | 1.47 | 3.94 | 0.71 | 4.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.98 | 48.99 | 18.99 | 45.76 | 22.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.36 | -20.53 | 9.17 | -18.25 | 6.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.92 | -43.77 | -3.15 | | 2007 | | | 21.94 | 15.09 | 6.85 | | 2006 | | | 8.77 | 9.00 | -0.23 | | 2005 | | | 17.01 | 9.84 | 7.17 | | 2004 | | | 20.66 | 13.23 | 7.43 | | 2003 | | | 28.38 | 35.96 | -7.58 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CPMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.58 | 25.90 | 22.17 | N/A | | 2008 | -12.91 | 3.24 | -20.04 | -26.16 | | 2007 | 2.63 | 8.95 | 9.76 | -0.64 | | 2006 | 8.76 | -5.26 | -2.52 | 8.28 | | 2005 | -2.62 | 5.38 | 8.18 | 5.40 | | 2004 | 5.39 | 2.50 | -0.97 | 12.79 | | 2003 | 0.00 | 12.33 | 3.76 | 10.14 | | 2002 | N/A | N/A | N/A | 7.25 | | 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 | 33 | 827 | 3.99 | | 1-Month | 854 | 881 | 96.94 | | 3-Month | 316 | 879 | 35.95 | | 6-Month | 43 | 862 | 4.99 | | 1-Year | 27 | 825 | 3.27 | | 3-Year | 67 | 734 | 9.13 | | 5-Year | 27 | 632 | 4.27 |
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0.41% Nasdaq 
0.02 (0.25%) 
Performance
