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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.93% | | 5-Year Average Return: | -0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.54% | |
Worst 1-Yr Total Return (2008): | -37.71% | |
Best 3-Yr Total Return (2004-6): | 9.11% | |
Worst 3-Yr Total Return (2006-8): | -9.35% |
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| 1-Year: | -12.00% | | 3-Year: | -7.56% | | 5-Year: | -0.51% | | 10-Year: | -1.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CIEBX | Category | Diff | Index* | Diff | | Year To Date | 15.93 | 18.65 | -2.72 | 17.05 | -1.12 | | 1-Month | -1.93 | -2.18 | 0.25 | -1.86 | -0.07 | | 3-Month | 5.20 | 5.08 | 0.12 | 5.48 | -0.28 | | 1-Year | 8.61 | 11.86 | -3.25 | 9.80 | -1.19 | | 3-Year | -8.05 | -6.78 | -1.27 | -7.02 | -1.03 | | 5-Year | -0.78 | 0.49 | -1.27 | 0.33 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.74 | 45.26 | -0.52 | 45.76 | -1.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.15 | -15.99 | -3.16 | -18.25 | -0.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CIEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.71 | -37.79 | 0.08 | | 2007 | | | 4.39 | 6.16 | -1.77 | | 2006 | | | 14.54 | 14.17 | 0.37 | | 2005 | | | 3.71 | 5.88 | -2.17 | | 2004 | | | 9.34 | 10.02 | -0.68 | | 2003 | | | 26.72 | 27.05 | -0.33 | | 2002 | | | -23.26 | -22.25 | -1.01 | | 2001 | | | -13.35 | -13.50 | 0.15 | | 2000 | | | -10.41 | -6.31 | -4.10 | | 1999 | | | 19.10 | 20.16 | -1.06 |
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| PAST QUARTERLY RETURNS (%) FOR
CIEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.37 | 15.72 | 15.26 | N/A | | 2008 | -9.71 | -3.06 | -8.63 | -22.11 | | 2007 | 0.37 | 5.99 | 1.73 | -3.55 | | 2006 | 3.92 | -1.72 | 5.43 | 6.37 | | 2005 | -2.40 | 1.01 | 3.38 | 1.76 | | 2004 | 1.35 | 1.34 | -2.19 | 8.84 | | 2003 | -3.57 | 15.04 | 2.23 | 11.73 | | 2002 | -0.09 | -13.75 | -17.61 | 8.09 | | 2001 | -12.22 | 5.39 | -14.99 | 10.19 | | 2000 | 1.94 | -3.21 | -1.20 | -8.10 | | 1999 | N/A | N/A | N/A | 14.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1368 | 2013 | 67.96 | | 1-Month | 696 | 2110 | 32.99 | | 3-Month | 940 | 2090 | 44.98 | | 6-Month | 1126 | 2049 | 54.95 | | 1-Year | 1127 | 1999 | 56.38 | | 3-Year | 971 | 1694 | 57.32 | | 5-Year | 851 | 1352 | 62.94 |
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1.23% Nasdaq 
Performance
