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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.58% | | 5-Year Average Return: | 3.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.98% | |
Worst 1-Yr Total Return (2008): | -30.68% | |
Best 3-Yr Total Return (2004-6): | 13.51% | |
Worst 3-Yr Total Return (2006-8): | -2.74% |
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| 1-Year: | -2.04% | | 3-Year: | -1.77% | | 5-Year: | 3.96% | | 10-Year: | 6.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CIRCX | Category | Diff | Index* | Diff | | Year To Date | 14.58 | 19.81 | -5.23 | N/A | N/A | | 1-Month | -0.88 | -1.18 | 0.3 | N/A | N/A | | 3-Month | 4.69 | 5.08 | -0.39 | N/A | N/A | | 1-Year | 14.50 | 19.31 | -4.81 | N/A | N/A | | 3-Year | -2.98 | -0.31 | -2.67 | N/A | N/A | | 5-Year | 3.26 | 5.57 | -2.31 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.56 | 33.14 | -1.58 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.18 | -3.45 | -8.73 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CIRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.68 | -28.98 | -1.70 | | 2007 | | | 9.71 | 11.39 | -1.68 | | 2006 | | | 20.98 | 16.61 | 4.37 | | 2005 | | | 3.95 | 6.56 | -2.61 | | 2004 | | | 16.28 | 15.24 | 1.04 | | 2003 | | | 20.42 | 25.32 | -4.90 | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CIRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.70 | 12.92 | 12.12 | N/A | | 2008 | -7.08 | -1.23 | -11.73 | -14.43 | | 2007 | 2.48 | 5.03 | 3.05 | -1.09 | | 2006 | 4.74 | 1.45 | 5.61 | 7.81 | | 2005 | -1.84 | 2.04 | 2.77 | 0.99 | | 2004 | 2.33 | -0.32 | 3.76 | 9.86 | | 2003 | -2.27 | 10.21 | 2.13 | 9.48 | | 2002 | N/A | 0.42 | -8.81 | 4.78 | | 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 | 204 | 272 | 75.00 | | 1-Month | 35 | 322 | 10.87 | | 3-Month | 154 | 322 | 47.83 | | 6-Month | 155 | 283 | 54.77 | | 1-Year | 153 | 244 | 62.70 | | 3-Year | 76 | 136 | 55.88 | | 5-Year | 56 | 93 | 60.22 |
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0.26% Nasdaq 
0.51 (1.05%) 
Performance
