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| Morningstar Return Rating: | Average | | Year to Date Return: | 62.10% | | 5-Year Average Return: | 5.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.44% | |
Worst 1-Yr Total Return (2008): | -49.07% | |
Best 3-Yr Total Return (2004-6): | 16.15% | |
Worst 3-Yr Total Return (2006-8): | -13.83% |
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| 1-Year: | 5.50% | | 3-Year: | -0.06% | | 5-Year: | 6.25% | | 10-Year: | -3.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPOCX | Category | Diff | Index* | Diff | | Year To Date | 62.10 | 31.20 | 30.9 | 24.07 | 38.03 | | 1-Month | 6.18 | 5.67 | 0.51 | 6.00 | 0.18 | | 3-Month | 12.61 | 8.18 | 4.43 | 7.91 | 4.7 | | 1-Year | 61.96 | 34.04 | 27.92 | 25.39 | 36.57 | | 3-Year | -1.21 | -3.89 | 2.68 | -5.79 | 4.58 | | 5-Year | 5.47 | 1.25 | 4.22 | 0.71 | 4.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.22 | 43.84 | 18.38 | 45.76 | 16.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.81 | -18.03 | 1.22 | -18.25 | 1.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.07 | -40.67 | -8.40 | | 2007 | | | 17.96 | 13.35 | 4.61 | | 2006 | | | 6.49 | 7.05 | -0.56 | | 2005 | | | 21.17 | 6.71 | 14.46 | | 2004 | | | 21.44 | 7.81 | 13.63 | | 2003 | | | 39.98 | 28.66 | 11.32 | | 2002 | | | -46.45 | -27.64 | -18.81 | | 2001 | | | -39.36 | -22.30 | -17.06 | | 2000 | | | -35.88 | -13.05 | -22.83 | | 1999 | | | 123.93 | 38.87 | 85.06 |
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| PAST QUARTERLY RETURNS (%) FOR
CPOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.94 | 22.46 | 19.02 | N/A | | 2008 | -10.92 | 5.09 | -20.38 | -31.67 | | 2007 | 2.30 | 6.43 | 8.49 | -0.14 | | 2006 | 4.72 | -2.88 | -1.79 | 6.61 | | 2005 | -5.17 | 6.76 | 9.47 | 9.33 | | 2004 | 6.11 | 2.37 | -0.23 | 12.06 | | 2003 | 0.00 | 16.76 | 7.53 | 11.48 | | 2002 | -8.22 | -28.73 | -19.58 | 1.79 | | 2001 | -37.23 | 20.56 | -40.39 | 34.43 | | 2000 | 7.74 | -10.42 | 6.80 | -37.79 | | 1999 | N/A | N/A | N/A | 62.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 1818 | 1.98 | | 1-Month | 1543 | 1906 | 80.95 | | 3-Month | 95 | 1904 | 4.99 | | 6-Month | 93 | 1866 | 4.98 | | 1-Year | 17 | 1815 | 0.94 | | 3-Year | 176 | 1537 | 11.45 | | 5-Year | 42 | 1273 | 3.30 |
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0.83% Nasdaq 
Performance
