|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 52.77% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 18.74% | |
Worst 1-Yr Total Return (2008): | -48.45% | |
Best 3-Yr Total Return (2006-8): | -16.79% | |
Worst 3-Yr Total Return (2006-8): | -16.79% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CISGX | Category | Diff | Index* | Diff | | Year To Date | 52.77 | 24.15 | 28.62 | 17.05 | 35.72 | | 1-Month | -1.19 | -2.25 | 1.06 | -1.86 | 0.67 | | 3-Month | 11.45 | 4.52 | 6.93 | 5.48 | 5.97 | | 1-Year | 31.38 | 15.35 | 16.03 | 9.80 | 21.58 | | 3-Year | -2.36 | -4.95 | 2.59 | -7.02 | 4.66 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.68 | 42.81 | 20.87 | 45.76 | 17.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.41 | -17.14 | 3.73 | -18.25 | 4.84 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CISGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.45 | -40.67 | -7.78 | | 2007 | | | 18.74 | 13.35 | 5.39 | | 2006 | | | -5.85 | 7.05 | -12.90 | | 2005 | | | N/A | 6.71 | N/A | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
CISGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.92 | 21.85 | 20.94 | N/A | | 2008 | -15.02 | 4.64 | -16.55 | -30.53 | | 2007 | 2.61 | 4.21 | 9.35 | 1.54 | | 2006 | -1.61 | -7.84 | 0.94 | 2.87 | | 2005 | N/A | 7.48 | 5.34 | 6.70 | | 2004 | N/A | N/A | N/A | N/A | | 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 |
|
| 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 | 19 | 1797 | 1.06 | | 3-Year | 118 | 1518 | 7.77 | | 5-Year | | 1251 | N/A |
|
|
|
|
|
0.22% Nasdaq 0.00%
Performance
