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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.34% | | 5-Year Average Return: | 5.09% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.66% | |
Worst 1-Yr Total Return (2005): | 2.06% | |
Best 3-Yr Total Return (2006-8): | 4.75% | |
Worst 3-Yr Total Return (2004-6): | 3.09% |
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| 1-Year: | 7.88% | | 3-Year: | 5.29% | | 5-Year: | 4.20% | | 10-Year: | 5.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CTLAX | Category | Diff | Index* | Diff | | Year To Date | 9.34 | 13.54 | -4.2 | 6.24 | 3.1 | | 1-Month | 0.50 | 0.89 | -0.39 | 0.49 | 0.01 | | 3-Month | 3.29 | 4.14 | -0.85 | 2.60 | 0.69 | | 1-Year | 15.56 | 17.86 | -2.3 | 13.79 | 1.77 | | 3-Year | 6.87 | 4.54 | 2.33 | 6.35 | 0.52 | | 5-Year | 5.09 | 3.85 | 1.24 | 5.05 | 0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.82 | 13.81 | -4.99 | 7.06 | 1.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.25 | 6.49 | 3.76 | 7.94 | 2.31 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.23 | -4.70 | 8.93 | | 2007 | | | 6.66 | 4.70 | 1.96 | | 2006 | | | 3.38 | 4.15 | -0.77 | | 2005 | | | 2.06 | 1.80 | 0.26 | | 2004 | | | 3.84 | 3.91 | -0.07 | | 2003 | | | 3.77 | 5.10 | -1.33 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CTLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.14 | 2.95 | 4.49 | N/A | | 2008 | 1.93 | -0.99 | -0.25 | 3.55 | | 2007 | 1.45 | -0.40 | 2.83 | 2.65 | | 2006 | -0.66 | 0.01 | 3.25 | 0.77 | | 2005 | -0.42 | 2.61 | -0.58 | 0.47 | | 2004 | 2.58 | -2.14 | 2.92 | 0.50 | | 2003 | 1.26 | 2.34 | -0.04 | 0.18 | | 2002 | N/A | 3.60 | 4.33 | 1.21 | | 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 | 841 | 1122 | 74.96 | | 1-Month | 966 | 1164 | 82.99 | | 3-Month | 819 | 1154 | 70.97 | | 6-Month | 827 | 1133 | 72.99 | | 1-Year | 607 | 1113 | 54.54 | | 3-Year | 125 | 957 | 13.06 | | 5-Year | 142 | 845 | 16.80 |
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