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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.38% | | 5-Year Average Return: | -0.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.97% | |
Worst 1-Yr Total Return (2008): | -39.49% | |
Best 3-Yr Total Return (2005-7): | 5.00% | |
Worst 3-Yr Total Return (2006-8): | -11.99% |
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| 1-Year: | -6.99% | | 3-Year: | -6.54% | | 5-Year: | -1.69% | | 10-Year: | -3.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CUAAX | Category | Diff | Index* | Diff | | Year To Date | 30.38 | 31.20 | -0.82 | 24.07 | 6.31 | | 1-Month | 5.57 | 5.67 | -0.1 | 6.00 | -0.43 | | 3-Month | 8.29 | 8.18 | 0.11 | 7.91 | 0.38 | | 1-Year | 37.43 | 34.04 | 3.39 | 25.39 | 12.04 | | 3-Year | -4.46 | -3.89 | -0.57 | -5.79 | 1.33 | | 5-Year | -0.82 | 1.25 | -2.07 | 0.71 | -1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.83 | 43.84 | 2.99 | 45.76 | 1.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.10 | -18.03 | 1.93 | -18.25 | 2.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CUAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.49 | -40.67 | 1.18 | | 2007 | | | 9.97 | 13.35 | -3.38 | | 2006 | | | 2.45 | 7.05 | -4.60 | | 2005 | | | 2.76 | 6.71 | -3.95 | | 2004 | | | 9.46 | 7.81 | 1.65 | | 2003 | | | 25.66 | 28.66 | -3.00 | | 2002 | | | -32.21 | -27.64 | -4.57 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CUAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.20 | 16.97 | 14.35 | N/A | | 2008 | -12.38 | -0.41 | -11.82 | -21.35 | | 2007 | 0.97 | 6.83 | 2.75 | -0.77 | | 2006 | 2.10 | -6.06 | 2.98 | 3.72 | | 2005 | -6.72 | 2.83 | 3.81 | 3.19 | | 2004 | 1.12 | 3.05 | -5.23 | 10.84 | | 2003 | -1.57 | 14.67 | 1.54 | 9.65 | | 2002 | -6.60 | -19.40 | -13.97 | 4.66 | | 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 | 454 | 1818 | 24.97 | | 1-Month | 19 | 1906 | 1.00 | | 3-Month | 19 | 1904 | 1.00 | | 6-Month | 746 | 1866 | 39.98 | | 1-Year | 233 | 1815 | 12.84 | | 3-Year | 500 | 1537 | 32.53 | | 5-Year | 816 | 1273 | 64.10 |
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Performance
