|
| Morningstar Return Rating: | Low | | Year to Date Return: | 17.24% | | 5-Year Average Return: | -0.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.44% | |
Worst 1-Yr Total Return (2008): | -29.69% | |
Best 3-Yr Total Return (2004-6): | 6.11% | |
Worst 3-Yr Total Return (2006-8): | -8.26% |
|
| 1-Year: | -8.15% | | 3-Year: | -5.25% | | 5-Year: | -0.24% | | 10-Year: | -0.04% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSLBX | Category | Diff | Index* | Diff | | Year To Date | 17.24 | 18.16 | -0.92 | N/A | N/A | | 1-Month | -1.09 | -1.24 | 0.15 | N/A | N/A | | 3-Month | 4.06 | 4.71 | -0.65 | N/A | N/A | | 1-Year | 10.76 | 15.73 | -4.97 | N/A | N/A | | 3-Year | -5.12 | -2.66 | -2.46 | N/A | N/A | | 5-Year | -0.26 | 2.10 | -2.36 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.39 | 33.32 | -4.93 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.92 | -8.51 | -4.41 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.69 | -28.00 | -1.69 | | 2007 | | | 2.21 | 5.99 | -3.78 | | 2006 | | | 7.44 | 11.29 | -3.85 | | 2005 | | | 4.14 | 5.13 | -0.99 | | 2004 | | | 6.78 | 8.86 | -2.08 | | 2003 | | | 16.22 | 20.35 | -4.13 | | 2002 | | | -13.36 | -12.02 | -1.34 | | 2001 | | | -6.36 | -5.05 | -1.31 | | 2000 | | | -3.31 | 1.82 | -5.13 | | 1999 | | | 5.54 | 10.71 | -5.17 |
|
| PAST QUARTERLY RETURNS (%) FOR
CSLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.53 | 10.55 | 11.14 | N/A | | 2008 | -5.66 | -0.71 | -7.94 | -18.46 | | 2007 | 0.30 | 2.55 | 0.77 | -1.38 | | 2006 | 1.79 | -1.85 | 3.72 | 3.67 | | 2005 | -1.11 | 2.00 | 1.99 | 1.23 | | 2004 | 2.04 | -0.19 | -0.70 | 5.59 | | 2003 | -1.85 | 9.51 | 1.59 | 6.43 | | 2002 | -1.82 | -6.86 | -9.29 | 4.45 | | 2001 | -5.86 | 4.28 | -10.79 | 6.92 | | 2000 | 2.24 | -0.26 | 1.94 | -6.99 | | 1999 | N/A | N/A | N/A | 7.38 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 702 | 1211 | 57.97 | | 1-Month | 717 | 1258 | 57.00 | | 3-Month | 1029 | 1256 | 81.93 | | 6-Month | 939 | 1220 | 76.97 | | 1-Year | 774 | 1204 | 64.29 | | 3-Year | 639 | 950 | 67.26 | | 5-Year | 571 | 796 | 71.73 |
|
|
|
|
|