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| Morningstar Return Rating: | Average | | Year to Date Return: | 52.63% | | 5-Year Average Return: | 1.11% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 18.67% | |
Worst 1-Yr Total Return (2008): | -48.81% | |
Best 3-Yr Total Return (2005-7): | 6.93% | |
Worst 3-Yr Total Return (2006-8): | -17.11% |
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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 | CFSIX | Category | Diff | Index* | Diff | | Year To Date | 52.63 | 24.15 | 28.48 | 17.05 | 35.58 | | 1-Month | -1.23 | -2.25 | 1.02 | -1.86 | 0.63 | | 3-Month | 11.37 | 4.52 | 6.85 | 5.48 | 5.89 | | 1-Year | 31.34 | 15.35 | 15.99 | 9.80 | 21.54 | | 3-Year | -2.62 | -4.95 | 2.33 | -7.02 | 4.4 | | 5-Year | 1.11 | 0.99 | 0.12 | 0.33 | 0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.21 | 42.81 | 21.4 | 45.76 | 18.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.89 | -17.14 | 3.25 | -18.25 | 4.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CFSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.81 | -40.67 | -8.14 | | 2007 | | | 18.67 | 13.35 | 5.32 | | 2006 | | | -6.24 | 7.05 | -13.29 | | 2005 | | | 9.88 | 6.71 | 3.17 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CFSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.63 | 22.13 | 20.92 | N/A | | 2008 | -15.09 | 4.70 | -16.85 | -30.76 | | 2007 | 2.43 | 4.24 | 9.58 | 1.42 | | 2006 | -1.92 | -7.95 | 0.93 | 2.89 | | 2005 | -9.22 | 7.69 | 5.26 | 6.79 | | 2004 | N/A | N/A | N/A | 11.62 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 1802 | 2.00 | | 1-Month | 56 | 1890 | 2.96 | | 3-Month | 18 | 1884 | 0.96 | | 6-Month | 54 | 1827 | 2.96 | | 1-Year | 20 | 1797 | 1.11 | | 3-Year | 141 | 1518 | 9.29 | | 5-Year | 431 | 1251 | 34.45 |
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