|
| Morningstar Return Rating: | Low | | Year to Date Return: | 24.13% | | 5-Year Average Return: | -2.50% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.61% | |
Worst 1-Yr Total Return (2008): | -39.08% | |
Best 3-Yr Total Return (2004-6): | 7.95% | |
Worst 3-Yr Total Return (2006-8): | -12.78% |
|
| 1-Year: | -9.07% | | 3-Year: | -8.75% | | 5-Year: | -2.05% | | 10-Year: | -1.40% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CMICX | Category | Diff | Index* | Diff | | Year To Date | 24.13 | 25.10 | -0.97 | 24.07 | 0.06 | | 1-Month | 4.83 | 5.28 | -0.45 | 6.00 | -1.17 | | 3-Month | 7.02 | 7.01 | 0.01 | 7.91 | -0.89 | | 1-Year | 25.51 | 28.01 | -2.5 | 25.39 | 0.12 | | 3-Year | -9.33 | -5.87 | -3.46 | -5.79 | -3.54 | | 5-Year | -2.50 | 0.64 | -3.14 | 0.71 | -3.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.39 | 46.08 | 2.31 | 45.76 | 2.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.80 | -17.41 | -2.39 | -18.25 | -1.55 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.08 | -37.79 | -1.29 | | 2007 | | | -2.40 | 6.16 | -8.56 | | 2006 | | | 11.61 | 14.17 | -2.56 | | 2005 | | | 3.93 | 5.88 | -1.95 | | 2004 | | | 8.46 | 10.02 | -1.56 | | 2003 | | | 22.60 | 27.05 | -4.45 | | 2002 | | | -18.59 | -22.25 | 3.66 | | 2001 | | | -11.12 | -13.50 | 2.38 | | 2000 | | | -5.30 | -6.31 | 1.01 | | 1999 | | | 15.71 | 20.16 | -4.45 |
|
| PAST QUARTERLY RETURNS (%) FOR
CMICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.53 | 16.87 | 16.96 | N/A | | 2008 | -9.01 | -2.65 | -9.44 | -24.05 | | 2007 | -0.87 | 4.26 | -1.41 | -4.22 | | 2006 | 3.41 | -2.91 | 5.18 | 5.69 | | 2005 | -2.79 | 1.38 | 3.01 | 2.38 | | 2004 | 1.83 | 1.67 | -3.11 | 8.12 | | 2003 | -3.95 | 13.62 | 1.77 | 10.38 | | 2002 | -0.06 | -11.79 | -16.30 | 10.33 | | 2001 | -12.09 | 4.20 | -13.39 | 12.03 | | 2000 | 4.74 | -2.71 | 0.62 | -7.64 | | 1999 | N/A | N/A | N/A | 14.32 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 909 | 2021 | 44.98 | | 1-Month | 549 | 2113 | 25.98 | | 3-Month | 857 | 2091 | 40.99 | | 6-Month | 330 | 2064 | 15.99 | | 1-Year | 808 | 2011 | 40.18 | | 3-Year | 1338 | 1707 | 78.38 | | 5-Year | 1094 | 1360 | 80.44 |
|
|
|
|
|
0.02% Nasdaq 
Performance
