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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.04% | | 5-Year Average Return: | -0.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.27% | |
Worst 1-Yr Total Return (2008): | -38.30% | |
Best 3-Yr Total Return (2004-6): | 7.02% | |
Worst 3-Yr Total Return (2006-8): | -11.34% |
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| 1-Year: | -8.83% | | 3-Year: | -4.77% | | 5-Year: | 0.83% | | 10-Year: | -0.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CUWAX | Category | Diff | Index* | Diff | | Year To Date | 27.04 | 30.74 | -3.7 | 24.07 | 2.97 | | 1-Month | 3.47 | 4.28 | -0.81 | 6.00 | -2.53 | | 3-Month | 3.47 | 5.45 | -1.98 | 7.91 | -4.44 | | 1-Year | 36.80 | 36.41 | 0.39 | 25.39 | 11.41 | | 3-Year | -4.70 | -6.04 | 1.34 | -5.79 | 1.09 | | 5-Year | -0.10 | 0.99 | -1.09 | 0.71 | -0.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.17 | 54.55 | 1.62 | 45.76 | 10.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.84 | -16.09 | -2.75 | -18.25 | -0.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CUWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.30 | -39.18 | 0.88 | | 2007 | | | 11.34 | 4.85 | 6.49 | | 2006 | | | 1.46 | 14.03 | -12.57 | | 2005 | | | 6.65 | 9.25 | -2.60 | | 2004 | | | 13.27 | 16.30 | -3.03 | | 2003 | | | 44.99 | 36.28 | 8.71 | | 2002 | | | -30.47 | -16.55 | -13.92 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CUWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.47 | 18.61 | 19.17 | N/A | | 2008 | -11.02 | 5.33 | -11.96 | -25.23 | | 2007 | 4.23 | 6.47 | 1.03 | -0.70 | | 2006 | 5.87 | -6.64 | -0.43 | 3.09 | | 2005 | -2.11 | 3.51 | 3.97 | 1.23 | | 2004 | 8.68 | -1.73 | -7.78 | 15.01 | | 2003 | 0.32 | 20.35 | 6.93 | 12.30 | | 2002 | -4.82 | -12.77 | -20.85 | 5.81 | | 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 | 198 | 450 | 44.00 | | 1-Month | 100 | 479 | 20.88 | | 3-Month | 318 | 476 | 66.81 | | 6-Month | 311 | 472 | 65.89 | | 1-Year | 137 | 450 | 30.44 | | 3-Year | 87 | 367 | 23.71 | | 5-Year | 184 | 293 | 62.80 |
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0.20% Nasdaq 
Performance
