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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.84% | | 5-Year Average Return: | -0.59% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.59% | |
Worst 1-Yr Total Return (2008): | -37.38% | |
Best 3-Yr Total Return (2006-8): | -10.02% | |
Worst 3-Yr Total Return (2006-8): | -10.02% |
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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 | CMDIX | Category | Diff | Index* | Diff | | Year To Date | 22.84 | 30.74 | -7.9 | 24.07 | -1.23 | | 1-Month | 4.05 | 4.28 | -0.23 | 6.00 | -1.95 | | 3-Month | 4.71 | 5.45 | -0.74 | 7.91 | -3.2 | | 1-Year | 27.46 | 36.41 | -8.95 | 25.39 | 2.07 | | 3-Year | -7.43 | -6.04 | -1.39 | -5.79 | -1.64 | | 5-Year | -0.59 | 0.99 | -1.58 | 0.71 | -1.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.25 | 54.55 | -12.3 | 45.76 | -3.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.51 | -16.09 | -1.42 | -18.25 | 0.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.38 | -39.18 | 1.80 | | 2007 | | | 1.51 | 4.85 | -3.34 | | 2006 | | | 14.59 | 14.03 | 0.56 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CMDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.75 | 11.62 | 17.53 | N/A | | 2008 | -12.18 | 0.76 | -8.81 | -22.39 | | 2007 | 2.92 | 6.61 | -3.26 | -4.36 | | 2006 | 5.91 | -1.86 | 3.51 | 6.51 | | 2005 | N/A | N/A | 1.71 | 1.69 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 378 | 450 | 84.00 | | 1-Month | 368 | 479 | 76.83 | | 3-Month | 147 | 476 | 30.88 | | 6-Month | 221 | 472 | 46.82 | | 1-Year | 284 | 450 | 63.11 | | 3-Year | 205 | 367 | 55.86 | | 5-Year | | 293 | N/A |
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