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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.56% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.47% | |
Worst 1-Yr Total Return (2008): | -45.98% | |
Best 3-Yr Total Return (2004-6): | 19.04% | |
Worst 3-Yr Total Return (2006-8): | -10.96% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CWVIX | Category | Diff | Index* | Diff | | Year To Date | 18.56 | 24.47 | -5.91 | 27.36 | -8.8 | | 1-Month | -4.53 | -2.54 | -1.99 | -1.25 | -3.28 | | 3-Month | 3.07 | 5.67 | -2.6 | 8.10 | -5.03 | | 1-Year | 20.55 | 25.04 | -4.49 | 27.71 | -7.16 | | 3-Year | -11.29 | -5.94 | -5.35 | -5.22 | -6.07 | | 5-Year | 0.78 | 4.57 | -3.79 | 5.10 | -4.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.35 | 57.09 | 1.26 | 59.35 | -1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.90 | -14.01 | -7.89 | -14.95 | -6.95 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CWVIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.98 | -43.99 | -1.99 | | 2007 | | | 2.52 | 12.71 | -10.19 | | 2006 | | | 27.47 | 24.77 | 2.70 | | 2005 | | | 11.88 | 14.72 | -2.84 | | 2004 | | | 18.29 | 17.39 | 0.90 | | 2003 | | | 30.11 | 33.58 | -3.47 | | 2002 | | | -12.26 | -16.69 | 4.43 | | 2001 | | | -23.22 | -21.67 | -1.55 | | 2000 | | | -17.02 | -16.34 | -0.68 | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CWVIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.28 | 23.79 | 18.41 | N/A | | 2008 | -7.34 | -2.30 | -21.57 | -23.93 | | 2007 | 2.84 | 6.62 | 0.41 | -6.88 | | 2006 | 9.79 | -0.21 | 4.57 | 11.26 | | 2005 | -0.91 | -1.63 | 10.18 | 4.17 | | 2004 | 4.41 | -0.17 | -1.63 | 15.38 | | 2003 | -8.17 | 17.38 | 6.46 | 13.39 | | 2002 | 0.99 | -2.88 | -16.63 | 7.30 | | 2001 | -15.04 | 0.00 | -17.04 | 8.94 | | 2000 | -1.33 | -6.55 | -6.37 | -3.88 | | 1999 | N/A | N/A | N/A | 20.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 702 | 827 | 84.89 | | 1-Month | 833 | 850 | 98.00 | | 3-Month | 830 | 847 | 97.99 | | 6-Month | 787 | 838 | 93.91 | | 1-Year | 539 | 803 | 67.12 | | 3-Year | 485 | 600 | 80.83 | | 5-Year | 377 | 466 | 80.90 |
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1.00% Nasdaq 
Performance
