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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.51% | | 5-Year Average Return: | 0.65% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.64% | |
Worst 1-Yr Total Return (2008): | -40.61% | |
Best 3-Yr Total Return (2004-6): | 12.82% | |
Worst 3-Yr Total Return (2006-8): | -12.07% |
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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 | CAMOX | Category | Diff | Index* | Diff | | Year To Date | 35.51 | 25.10 | 10.41 | 24.07 | 11.44 | | 1-Month | 4.19 | 5.28 | -1.09 | 6.00 | -1.81 | | 3-Month | 8.91 | 7.01 | 1.9 | 7.91 | 1 | | 1-Year | 44.43 | 28.01 | 16.42 | 25.39 | 19.04 | | 3-Year | -7.09 | -5.87 | -1.22 | -5.79 | -1.3 | | 5-Year | 0.65 | 0.64 | 0.01 | 0.71 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.25 | 46.08 | 12.17 | 45.76 | 12.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.04 | -17.41 | -1.63 | -18.25 | -0.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CAMOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.61 | -37.79 | -2.82 | | 2007 | | | -1.86 | 6.16 | -8.02 | | 2006 | | | 16.64 | 14.17 | 2.47 | | 2005 | | | 7.01 | 5.88 | 1.13 | | 2004 | | | 15.05 | 10.02 | 5.03 | | 2003 | | | 35.23 | 27.05 | 8.18 | | 2002 | | | -16.22 | -22.25 | 6.03 | | 2001 | | | 2.77 | -13.50 | 16.27 | | 2000 | | | 8.62 | -6.31 | 14.93 | | 1999 | | | 38.64 | 20.16 | 18.48 |
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| PAST QUARTERLY RETURNS (%) FOR
CAMOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.99 | 22.06 | 18.40 | N/A | | 2008 | -8.14 | 4.46 | -18.50 | -24.06 | | 2007 | -1.38 | 6.44 | -1.08 | -5.49 | | 2006 | 5.48 | -1.77 | 4.03 | 8.21 | | 2005 | 0.84 | 1.01 | 2.60 | 2.39 | | 2004 | 2.98 | 1.65 | -2.50 | 12.72 | | 2003 | -7.42 | 22.84 | 1.86 | 16.73 | | 2002 | 1.62 | -8.66 | -16.63 | 8.27 | | 2001 | 0.95 | 5.43 | -11.42 | 9.00 | | 2000 | 5.19 | -6.67 | 13.01 | -2.10 | | 1999 | N/A | N/A | N/A | 26.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 161 | 2021 | 7.97 | | 1-Month | 1500 | 2113 | 70.99 | | 3-Month | 146 | 2091 | 6.98 | | 6-Month | 268 | 2064 | 12.98 | | 1-Year | 113 | 2011 | 5.62 | | 3-Year | 1053 | 1707 | 61.69 | | 5-Year | 531 | 1360 | 39.04 |
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0.10% Nasdaq 0.00%
0.03 (0.20%) 
Performance
