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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.04% | | 5-Year Average Return: | -3.63% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.28% | |
Worst 1-Yr Total Return (2008): | -49.57% | |
Best 3-Yr Total Return (2004-6): | 6.78% | |
Worst 3-Yr Total Return (2006-8): | -16.53% |
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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 | CFIMX | Category | Diff | Index* | Diff | | Year To Date | 38.04 | 25.10 | 12.94 | 24.07 | 13.97 | | 1-Month | 6.38 | 5.28 | 1.1 | 6.00 | 0.38 | | 3-Month | 10.25 | 7.01 | 3.24 | 7.91 | 2.34 | | 1-Year | 37.33 | 28.01 | 9.32 | 25.39 | 11.94 | | 3-Year | -10.71 | -5.87 | -4.84 | -5.79 | -4.92 | | 5-Year | -3.63 | 0.64 | -4.27 | 0.71 | -4.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.51 | 46.08 | 17.43 | 45.76 | 17.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.56 | -17.41 | 0.85 | -18.25 | 1.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFIMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.57 | -37.79 | -11.78 | | 2007 | | | 0.05 | 6.16 | -6.11 | | 2006 | | | 15.28 | 14.17 | 1.11 | | 2005 | | | -0.24 | 5.88 | -6.12 | | 2004 | | | 5.87 | 10.02 | -4.15 | | 2003 | | | 19.35 | 27.05 | -7.70 | | 2002 | | | -5.50 | -22.25 | 16.75 | | 2001 | | | 10.26 | -13.50 | 23.76 | | 2000 | | | 37.40 | -6.31 | 43.71 | | 1999 | | | -2.02 | 20.16 | -22.18 |
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| PAST QUARTERLY RETURNS (%) FOR
CFIMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.11 | 20.62 | 20.41 | N/A | | 2008 | -14.53 | -8.20 | -12.23 | -26.77 | | 2007 | -2.41 | 4.99 | -1.43 | -0.93 | | 2006 | 1.44 | -0.11 | 4.11 | 9.27 | | 2005 | -3.06 | 1.20 | 0.48 | 1.20 | | 2004 | -2.76 | 2.71 | -2.31 | 8.51 | | 2003 | -10.17 | 17.32 | 3.63 | 9.27 | | 2002 | 5.71 | -6.22 | -12.34 | 8.74 | | 2001 | 1.03 | 3.02 | -2.52 | 8.67 | | 2000 | -3.03 | 5.55 | 16.20 | 15.54 | | 1999 | N/A | N/A | N/A | -1.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 2021 | 10.00 | | 1-Month | 2091 | 2113 | 98.96 | | 3-Month | 710 | 2091 | 33.96 | | 6-Month | 61 | 2064 | 2.96 | | 1-Year | 182 | 2011 | 9.05 | | 3-Year | 1405 | 1707 | 82.31 | | 5-Year | 1127 | 1360 | 82.87 |
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0.49% Nasdaq 0.00%
Performance
