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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.93% | | 5-Year Average Return: | 4.64% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.52% | |
Worst 1-Yr Total Return (2005): | -3.69% | |
Best 3-Yr Total Return (2004-6): | 4.36% | |
Worst 3-Yr Total Return (2005-7): | 3.48% |
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| 1-Year: | 11.23% | | 3-Year: | 6.40% | | 5-Year: | 5.40% | | 10-Year: | 6.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CWBCX | Category | Diff | Index* | Diff | | Year To Date | 12.93 | 16.41 | -3.48 | 7.61 | 5.32 | | 1-Month | 2.03 | 2.04 | -0.01 | 1.29 | 0.74 | | 3-Month | 5.29 | 5.59 | -0.3 | 2.86 | 2.43 | | 1-Year | 21.33 | 24.00 | -2.67 | 11.63 | 9.7 | | 3-Year | 5.97 | 6.78 | -0.81 | 6.40 | -0.43 | | 5-Year | 4.64 | 4.92 | -0.28 | 5.49 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.26 | 18.89 | -1.63 | 7.06 | 10.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.23 | 7.91 | -2.68 | 7.94 | -2.71 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CWBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.42 | -1.57 | 0.15 | | 2007 | | | 7.73 | 7.28 | 0.45 | | 2006 | | | 6.79 | 5.42 | 1.37 | | 2005 | | | -3.69 | -3.33 | -0.36 | | 2004 | | | 10.52 | 8.98 | 1.54 | | 2003 | | | 17.90 | 13.79 | 4.11 | | 2002 | | | 15.53 | 14.10 | 1.43 | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CWBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.80 | 6.61 | 7.27 | N/A | | 2008 | 4.82 | -2.25 | -5.67 | 2.01 | | 2007 | 1.61 | -0.04 | 4.40 | 1.60 | | 2006 | 0.13 | 0.69 | 2.75 | 3.09 | | 2005 | -2.19 | 0.06 | -0.26 | -1.33 | | 2004 | 1.82 | -3.77 | 4.20 | 8.24 | | 2003 | 3.89 | 5.98 | 2.07 | 4.90 | | 2002 | -0.45 | 6.64 | 1.64 | 7.07 | | 2001 | N/A | -0.68 | 3.05 | 0.19 | | 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 | 187 | 275 | 68.00 | | 1-Month | 180 | 300 | 60.00 | | 3-Month | 200 | 290 | 68.97 | | 6-Month | 174 | 286 | 60.84 | | 1-Year | 149 | 263 | 56.65 | | 3-Year | 115 | 189 | 60.85 | | 5-Year | 85 | 163 | 52.15 |
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0.23% Nasdaq 
0.15 (0.75%) 
Performance
