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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.78% | | 5-Year Average Return: | 5.49% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.38% | |
Worst 1-Yr Total Return (2005): | -2.86% | |
Best 3-Yr Total Return (2004-6): | 5.20% | |
Worst 3-Yr Total Return (2005-7): | 4.30% |
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| 1-Year: | 8.93% | | 3-Year: | 5.88% | | 5-Year: | 5.44% | | 10-Year: | 6.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CWBFX | Category | Diff | Index* | Diff | | Year To Date | 13.78 | 16.41 | -2.63 | 7.61 | 6.17 | | 1-Month | 2.11 | 2.04 | 0.07 | 1.29 | 0.82 | | 3-Month | 5.55 | 5.59 | -0.04 | 2.86 | 2.69 | | 1-Year | 22.37 | 24.00 | -1.63 | 11.63 | 10.74 | | 3-Year | 6.81 | 6.78 | 0.03 | 6.40 | 0.41 | | 5-Year | 5.49 | 4.92 | 0.57 | 5.49 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.86 | 18.89 | -1.03 | 7.06 | 10.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.13 | 7.91 | -1.78 | 7.94 | -1.81 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CWBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.58 | -1.57 | 0.99 | | 2007 | | | 8.56 | 7.28 | 1.28 | | 2006 | | | 7.60 | 5.42 | 2.18 | | 2005 | | | -2.86 | -3.33 | 0.47 | | 2004 | | | 11.38 | 8.98 | 2.40 | | 2003 | | | 18.86 | 13.79 | 5.07 | | 2002 | | | 16.45 | 14.10 | 2.35 | | 2001 | | | 1.53 | 1.95 | -0.42 | | 2000 | | | 1.46 | 3.21 | -1.75 | | 1999 | | | -3.12 | -2.86 | -0.26 |
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| PAST QUARTERLY RETURNS (%) FOR
CWBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.61 | 6.79 | 7.52 | N/A | | 2008 | 5.02 | -2.03 | -5.51 | 2.26 | | 2007 | 1.82 | 0.15 | 4.62 | 1.77 | | 2006 | 0.32 | 0.93 | 2.94 | 3.24 | | 2005 | -1.96 | 0.26 | -0.05 | -1.12 | | 2004 | 2.03 | -3.57 | 4.39 | 8.45 | | 2003 | 4.09 | 6.21 | 2.28 | 5.11 | | 2002 | -0.21 | 6.80 | 1.83 | 7.31 | | 2001 | -1.99 | -0.15 | 3.32 | 0.41 | | 2000 | -1.34 | -0.20 | -1.87 | 5.01 | | 1999 | N/A | N/A | N/A | -0.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 162 | 275 | 58.91 | | 1-Month | 168 | 300 | 56.00 | | 3-Month | 165 | 290 | 56.90 | | 6-Month | 151 | 286 | 52.80 | | 1-Year | 132 | 263 | 50.19 | | 3-Year | 89 | 189 | 47.09 | | 5-Year | 39 | 163 | 23.93 |
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0.51% Nasdaq 
Performance
