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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.94% | | 5-Year Average Return: | -2.23% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 8.59% | |
Worst 1-Yr Total Return (2008): | -37.50% | |
Best 3-Yr Total Return (2005-7): | 4.12% | |
Worst 3-Yr Total Return (2006-8): | -10.62% |
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| 1-Year: | -15.47% | | 3-Year: | -6.57% | | 5-Year: | -1.87% | | 10-Year: | -1.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CWCBX | Category | Diff | Index* | Diff | | Year To Date | 21.94 | 31.59 | -9.65 | 24.07 | -2.13 | | 1-Month | 3.62 | 4.49 | -0.87 | 6.00 | -2.38 | | 3-Month | 10.08 | 6.16 | 3.92 | 7.91 | 2.17 | | 1-Year | 25.75 | 35.24 | -9.49 | 25.39 | 0.36 | | 3-Year | -6.58 | -5.04 | -1.54 | -5.79 | -0.79 | | 5-Year | -2.23 | 1.47 | -3.7 | 0.71 | -2.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.81 | 48.99 | -10.18 | 45.76 | -6.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.52 | -20.53 | -6.99 | -18.25 | -9.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CWCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.50 | -43.77 | 6.27 | | 2007 | | | 8.59 | 15.09 | -6.50 | | 2006 | | | 5.21 | 9.00 | -3.79 | | 2005 | | | -1.21 | 9.84 | -11.05 | | 2004 | | | 7.56 | 13.23 | -5.67 | | 2003 | | | 29.27 | 35.96 | -6.69 | | 2002 | | | -29.38 | -27.24 | -2.14 | | 2001 | | | -13.69 | -19.98 | 6.29 | | 2000 | | | 9.36 | -4.78 | 14.14 | | 1999 | | | 5.28 | 60.49 | -55.21 |
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| PAST QUARTERLY RETURNS (%) FOR
CWCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.19 | 13.91 | 14.07 | N/A | | 2008 | -7.42 | 8.58 | -16.65 | -25.41 | | 2007 | 4.05 | 4.89 | 1.30 | -1.78 | | 2006 | 9.20 | -5.56 | -2.73 | 4.88 | | 2005 | -2.64 | 2.39 | -2.29 | 1.43 | | 2004 | 2.31 | 2.02 | -6.60 | 10.33 | | 2003 | -2.18 | 14.39 | 4.23 | 10.84 | | 2002 | -3.30 | -17.42 | -17.02 | 6.57 | | 2001 | -15.14 | 11.18 | -25.05 | 22.06 | | 2000 | 6.03 | 4.12 | 11.40 | -11.08 | | 1999 | N/A | N/A | N/A | 15.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 678 | 827 | 81.98 | | 1-Month | 281 | 881 | 31.90 | | 3-Month | 35 | 879 | 3.98 | | 6-Month | 525 | 862 | 60.90 | | 1-Year | 572 | 825 | 69.33 | | 3-Year | 412 | 734 | 56.13 | | 5-Year | 480 | 632 | 75.95 |
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0.51% Nasdaq 
Performance
