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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.79% | | 5-Year Average Return: | 5.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.65% | |
Worst 1-Yr Total Return (2008): | -1.48% | |
Best 3-Yr Total Return (2004-6): | 4.35% | |
Worst 3-Yr Total Return (2006-8): | 3.14% |
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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 | CTBIX | Category | Diff | Index* | Diff | | Year To Date | 15.79 | 13.54 | 2.25 | 6.24 | 9.55 | | 1-Month | 0.93 | 0.89 | 0.04 | 0.49 | 0.44 | | 3-Month | 4.48 | 4.14 | 0.34 | 2.60 | 1.88 | | 1-Year | 23.14 | 17.86 | 5.28 | 13.79 | 9.35 | | 3-Year | 7.09 | 4.54 | 2.55 | 6.35 | 0.74 | | 5-Year | 5.29 | 3.85 | 1.44 | 5.05 | 0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.49 | 13.81 | 1.68 | 7.06 | 8.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.59 | 6.49 | 3.1 | 7.94 | 1.65 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.48 | -4.70 | 3.22 | | 2007 | | | 4.43 | 4.70 | -0.27 | | 2006 | | | 6.65 | 4.15 | 2.50 | | 2005 | | | 1.61 | 1.80 | -0.19 | | 2004 | | | 4.84 | 3.91 | 0.93 | | 2003 | | | 4.16 | 5.10 | -0.94 | | 2002 | | | 6.93 | 8.04 | -1.11 | | 2001 | | | 7.73 | 7.64 | 0.09 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CTBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.27 | 7.88 | 6.64 | N/A | | 2008 | 1.01 | 0.53 | -4.89 | 2.01 | | 2007 | 1.11 | -0.18 | 1.82 | 1.62 | | 2006 | -0.51 | -0.20 | 3.40 | 3.89 | | 2005 | -0.76 | 2.58 | -0.56 | 0.38 | | 2004 | 2.70 | -2.47 | 3.52 | 1.12 | | 2003 | 1.31 | 2.35 | -0.12 | 0.57 | | 2002 | -0.07 | 2.16 | 3.97 | 0.75 | | 2001 | 3.00 | 0.31 | 4.16 | 0.10 | | 2000 | N/A | N/A | N/A | 3.86 | | 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 | 325 | 1122 | 28.97 | | 1-Month | 197 | 1164 | 16.92 | | 3-Month | 346 | 1154 | 29.98 | | 6-Month | 294 | 1133 | 25.95 | | 1-Year | 140 | 1113 | 12.58 | | 3-Year | 84 | 957 | 8.78 | | 5-Year | 98 | 845 | 11.60 |
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