|
| Morningstar Return Rating: | Low | | Year to Date Return: | 18.92% | | 5-Year Average Return: | -1.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.43% | |
Worst 1-Yr Total Return (2008): | -46.88% | |
Best 3-Yr Total Return (2004-6): | 16.92% | |
Worst 3-Yr Total Return (2006-8): | -12.39% |
|
| 1-Year: | -12.00% | | 3-Year: | -11.07% | | 5-Year: | 0.40% | | 10-Year: | -1.76% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CWVBX | Category | Diff | Index* | Diff | | Year To Date | 18.92 | 28.50 | -9.58 | 29.91 | -10.99 | | 1-Month | 2.12 | 2.93 | -0.81 | 2.00 | 0.12 | | 3-Month | 1.43 | 4.52 | -3.09 | 4.58 | -3.15 | | 1-Year | 28.97 | 37.87 | -8.9 | 37.72 | -8.75 | | 3-Year | -13.12 | -5.94 | -7.18 | -5.52 | -7.6 | | 5-Year | -1.63 | 3.48 | -5.11 | 4.13 | -5.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.37 | 59.57 | -3.2 | 59.35 | -2.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.45 | -11.44 | -12.01 | -14.95 | -8.5 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CWVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.88 | -42.41 | -4.47 | | 2007 | | | 0.94 | 9.01 | -8.07 | | 2006 | | | 25.43 | 25.98 | -0.55 | | 2005 | | | 9.87 | 13.19 | -3.32 | | 2004 | | | 15.97 | 21.99 | -6.02 | | 2003 | | | 27.27 | 39.07 | -11.80 | | 2002 | | | -14.39 | -12.37 | -2.02 | | 2001 | | | -24.76 | -15.98 | -8.78 | | 2000 | | | -18.71 | -6.76 | -11.95 | | 1999 | | | 28.37 | 30.02 | -1.65 |
|
| PAST QUARTERLY RETURNS (%) FOR
CWVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.86 | 23.30 | 17.76 | N/A | | 2008 | -7.68 | -2.72 | -21.91 | -24.26 | | 2007 | 2.45 | 6.21 | 0.00 | -7.23 | | 2006 | 9.38 | -0.62 | 4.10 | 10.84 | | 2005 | -1.37 | -2.08 | 9.66 | 3.73 | | 2004 | 3.89 | -0.76 | -2.05 | 14.84 | | 2003 | -8.73 | 16.76 | 5.85 | 12.83 | | 2002 | 0.35 | -3.39 | -17.24 | 6.69 | | 2001 | -15.47 | -0.50 | -17.45 | 8.39 | | 2000 | -1.69 | -6.99 | -6.77 | -4.65 | | 1999 | N/A | N/A | N/A | 20.04 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 299 | 340 | 87.94 | | 1-Month | 173 | 354 | 48.87 | | 3-Month | 283 | 354 | 79.94 | | 6-Month | 330 | 352 | 93.75 | | 1-Year | 269 | 338 | 79.59 | | 3-Year | 232 | 265 | 87.55 | | 5-Year | 170 | 199 | 85.43 |
|
|
|
|
|