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| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.63% | | 5-Year Average Return: | 5.49% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 9.55% | |
Worst 1-Yr Total Return (2005): | 2.41% | |
Best 3-Yr Total Return (2006-8): | 7.08% | |
Worst 3-Yr Total Return (2004-6): | 2.94% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CPTNX | Category | Diff | Index* | Diff | | Year To Date | 3.63 | 5.18 | -1.55 | 6.24 | -2.61 | | 1-Month | 0.46 | 0.57 | -0.11 | 0.49 | -0.03 | | 3-Month | 2.05 | 2.42 | -0.37 | 2.60 | -0.55 | | 1-Year | 10.36 | 10.54 | -0.18 | 13.79 | -3.43 | | 3-Year | 7.13 | 5.52 | 1.61 | 6.35 | 0.78 | | 5-Year | 5.49 | 4.28 | 1.21 | 5.05 | 0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.46 | 4.85 | -1.39 | 7.06 | -3.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.14 | 7.28 | 0.86 | 7.94 | 0.2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CPTNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 9.55 | 4.76 | 4.79 | | 2007 | | | 7.82 | 6.09 | 1.73 | | 2006 | | | 3.94 | 3.47 | 0.47 | | 2005 | | | 2.41 | 1.91 | 0.50 | | 2004 | | | 2.48 | 3.01 | -0.53 | | 2003 | | | 1.93 | 1.90 | 0.03 | | 2002 | | | 10.96 | 9.23 | 1.73 | | 2001 | | | 6.75 | 6.81 | -0.06 | | 2000 | | | 12.48 | 10.86 | 1.62 | | 1999 | | | -2.04 | -1.35 | -0.69 |
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| PAST QUARTERLY RETURNS (%) FOR
CPTNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.52 | -0.63 | 2.25 | N/A | | 2008 | 4.03 | -1.33 | 1.52 | 5.13 | | 2007 | 1.43 | -0.55 | 3.34 | 3.43 | | 2006 | -0.47 | 0.01 | 3.36 | 1.03 | | 2005 | -0.24 | 2.73 | -0.55 | 0.48 | | 2004 | 1.74 | -2.44 | 2.25 | 0.97 | | 2003 | 1.28 | 1.06 | -0.17 | -0.24 | | 2002 | -0.79 | 4.59 | 6.36 | 0.54 | | 2001 | 2.85 | -0.66 | 5.85 | -1.29 | | 2000 | 2.30 | 1.88 | 2.65 | 5.14 | | 1999 | N/A | N/A | N/A | -0.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 209 | 367 | 56.95 | | 1-Month | 220 | 374 | 58.82 | | 3-Month | 198 | 374 | 52.94 | | 6-Month | 261 | 373 | 69.97 | | 1-Year | 156 | 357 | 43.70 | | 3-Year | 34 | 345 | 9.86 | | 5-Year | 28 | 318 | 8.81 |
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0.18% Nasdaq 
0.42%
Performance
