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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.98% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.86% | |
Worst 1-Yr Total Return (2008): | -37.27% | |
Best 3-Yr Total Return (2005-7): | 10.06% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
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| 1-Year: | -13.39% | | 3-Year: | -4.46% | | 5-Year: | 0.73% | | 10-Year: | 3.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CMCIX | Category | Diff | Index* | Diff | | Year To Date | 24.98 | 31.59 | -6.61 | 24.07 | 0.91 | | 1-Month | 4.35 | 4.49 | -0.14 | 6.00 | -1.65 | | 3-Month | 7.37 | 6.16 | 1.21 | 7.91 | -0.54 | | 1-Year | 27.56 | 35.24 | -7.68 | 25.39 | 2.17 | | 3-Year | -4.14 | -5.04 | 0.9 | -5.79 | 1.65 | | 5-Year | 0.96 | 1.47 | -0.51 | 0.71 | 0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.25 | 48.99 | -8.74 | 45.76 | -5.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.48 | -20.53 | -1.95 | -18.25 | -4.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.27 | -43.77 | 6.50 | | 2007 | | | 12.86 | 15.09 | -2.23 | | 2006 | | | 6.23 | 9.00 | -2.77 | | 2005 | | | 11.21 | 9.84 | 1.37 | | 2004 | | | 11.56 | 13.23 | -1.67 | | 2003 | | | 29.31 | 35.96 | -6.65 | | 2002 | | | -18.13 | -27.24 | 9.11 | | 2001 | | | -0.72 | -19.98 | 19.26 | | 2000 | | | 10.90 | -4.78 | 15.68 | | 1999 | | | 16.40 | 60.49 | -44.09 |
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| PAST QUARTERLY RETURNS (%) FOR
CMCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.10 | 14.90 | 14.25 | N/A | | 2008 | -9.38 | 3.87 | -9.96 | -25.98 | | 2007 | 3.09 | 8.87 | 2.65 | -2.04 | | 2006 | 5.82 | -3.39 | -1.26 | 5.24 | | 2005 | -0.95 | 2.71 | 8.26 | 0.98 | | 2004 | 4.73 | 1.55 | -1.00 | 5.96 | | 2003 | -5.07 | 14.08 | 5.35 | 13.34 | | 2002 | 3.43 | -4.91 | -17.16 | 0.49 | | 2001 | -6.09 | 3.69 | -10.69 | 14.15 | | 2000 | 11.86 | -1.04 | 0.06 | 0.14 | | 1999 | N/A | N/A | N/A | 10.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 636 | 827 | 76.90 | | 1-Month | 695 | 881 | 78.89 | | 3-Month | 158 | 879 | 17.97 | | 6-Month | 224 | 862 | 25.99 | | 1-Year | 566 | 825 | 68.61 | | 3-Year | 277 | 734 | 37.74 | | 5-Year | 308 | 632 | 48.73 |
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