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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.80% | | 5-Year Average Return: | -0.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.94% | |
Worst 1-Yr Total Return (2008): | -39.69% | |
Best 3-Yr Total Return (2004-6): | 7.80% | |
Worst 3-Yr Total Return (2006-8): | -11.34% |
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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 | CISIX | Category | Diff | Index* | Diff | | Year To Date | 30.80 | 31.20 | -0.4 | 24.07 | 6.73 | | 1-Month | 5.51 | 5.67 | -0.16 | 6.00 | -0.49 | | 3-Month | 7.29 | 8.18 | -0.89 | 7.91 | -0.62 | | 1-Year | 32.45 | 34.04 | -1.59 | 25.39 | 7.06 | | 3-Year | -6.34 | -3.89 | -2.45 | -5.79 | -0.55 | | 5-Year | -0.44 | 1.25 | -1.69 | 0.71 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.67 | 43.84 | 9.83 | 45.76 | 7.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.82 | -18.03 | 1.21 | -18.25 | 1.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CISIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.69 | -40.67 | 0.98 | | 2007 | | | 3.23 | 13.35 | -10.12 | | 2006 | | | 11.94 | 7.05 | 4.89 | | 2005 | | | 3.50 | 6.71 | -3.21 | | 2004 | | | 8.13 | 7.81 | 0.32 | | 2003 | | | 30.16 | 28.66 | 1.50 | | 2002 | | | -24.45 | -27.64 | 3.19 | | 2001 | | | -13.83 | -22.30 | 8.47 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CISIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.89 | 18.39 | 17.68 | N/A | | 2008 | -10.32 | -4.91 | -5.25 | -25.36 | | 2007 | 0.00 | 5.48 | 1.83 | -3.89 | | 2006 | 3.68 | -3.55 | 5.99 | 5.61 | | 2005 | -5.10 | 2.04 | 3.36 | 3.41 | | 2004 | 1.21 | 1.56 | -4.08 | 9.66 | | 2003 | -2.53 | 16.34 | 2.87 | 11.59 | | 2002 | -1.63 | -15.31 | -17.65 | 10.12 | | 2001 | -14.33 | 6.91 | -17.26 | 13.72 | | 2000 | N/A | N/A | -1.20 | -13.07 | | 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 | 872 | 1818 | 47.96 | | 1-Month | 648 | 1906 | 34.00 | | 3-Month | 932 | 1904 | 48.95 | | 6-Month | 130 | 1866 | 6.97 | | 1-Year | 688 | 1815 | 37.91 | | 3-Year | 1081 | 1537 | 70.33 | | 5-Year | 862 | 1273 | 67.71 |
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0.51% Nasdaq 
Performance
