|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.52% | | 5-Year Average Return: | 0.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.05% | |
Worst 1-Yr Total Return (2008): | -32.99% | |
Best 3-Yr Total Return (2004-6): | 11.67% | |
Worst 3-Yr Total Return (2006-8): | -6.28% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CMSSX | Category | Diff | Index* | Diff | | Year To Date | 13.52 | 25.65 | -12.13 | 24.07 | -10.55 | | 1-Month | -1.04 | 3.38 | -4.42 | 6.00 | -7.04 | | 3-Month | 1.75 | 3.71 | -1.96 | 7.91 | -6.16 | | 1-Year | 17.10 | 31.83 | -14.73 | 25.39 | -8.29 | | 3-Year | -6.72 | -7.28 | 0.56 | -5.79 | -0.93 | | 5-Year | 0.68 | -0.38 | 1.06 | 0.71 | -0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.56 | 53.06 | -12.5 | 45.76 | -5.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.55 | -19.68 | -2.87 | -18.25 | -4.3 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.99 | -41.55 | 8.56 | | 2007 | | | 6.79 | 7.59 | -0.80 | | 2006 | | | 15.05 | 10.81 | 4.24 | | 2005 | | | 9.09 | 6.02 | 3.07 | | 2004 | | | 10.96 | 12.41 | -1.45 | | 2003 | | | 33.28 | 45.54 | -12.26 | | 2002 | | | -7.23 | -27.88 | 20.65 | | 2001 | | | -8.44 | -8.91 | 0.47 | | 2000 | | | 12.44 | -3.85 | 16.29 | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CMSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.71 | 17.52 | 14.02 | N/A | | 2008 | -7.81 | 5.07 | -7.76 | -25.00 | | 2007 | 3.33 | 3.22 | -1.82 | 1.99 | | 2006 | 12.84 | -5.31 | -0.95 | 8.71 | | 2005 | -0.24 | 6.49 | 9.14 | -5.90 | | 2004 | 1.59 | 0.52 | 0.13 | 8.51 | | 2003 | -4.99 | 19.45 | 6.71 | 10.05 | | 2002 | 9.83 | -5.55 | -14.57 | 4.67 | | 2001 | -4.60 | 9.42 | -22.55 | 13.25 | | 2000 | 13.73 | 6.66 | -1.04 | -6.33 | | 1999 | N/A | N/A | N/A | 10.59 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 715 | 786 | 90.97 | | 1-Month | 669 | 816 | 81.99 | | 3-Month | 684 | 815 | 83.93 | | 6-Month | 753 | 802 | 93.89 | | 1-Year | 606 | 781 | 77.59 | | 3-Year | 261 | 667 | 39.13 | | 5-Year | 149 | 563 | 26.47 |
|
|
|
|
|
0.20% Nasdaq 
Performance
