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    More On CMSVX


    Capital Management Small Cap Inv (CMSVX)

    19.97 Up 0.56(2.89%) Dec 17

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-5.11%
    5-Year Average Return:16.07%
    Number of Years Up:11
    Number of Years Down:3
    Best 1 Yr Total Return (2013-12-31):38.63%
    Worst 1 Yr Total Return (2008-12-31):-32.92%
    Best 3-Yr Total Return (N/A):17.89%
    Worst 3-Yr Total Return (N/A):-6.39%
    Load Adjusted Returns 
    1-Year:-4.55%
    3-Year:12.13%
    5-Year:15.37%
    10-Year:7.68%
    Trailing Returns (%) vs. Benchmarks 
    ReturnCMSVXCategoryDiffIndex*Diff
    Year To Date-5.11N/AN/AN/AN/A
    1-Month-1.51N/AN/AN/AN/A
    3-Month-2.59N/AN/AN/AN/A
    1-Year-1.59N/AN/AN/AN/A
    3-Year13.27N/AN/AN/AN/A
    5-Year16.07N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.85N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-17.66N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearCMSVXCategoryDiff
    2014N/AN/AN/A
    2013
     
    38.63N/AN/A
    2012
     
    10.68N/AN/A
    2011
     
    5.84N/AN/A
    2010
     
    28.03N/AN/A
    2009
     
    20.92N/AN/A
    2008
     
    -32.92N/AN/A
    2007
     
    6.41N/AN/A
    2006
     
    14.92N/AN/A
    2005
     
    8.75N/AN/A
    2004
     
    10.86N/AN/A
    2003
     
    33.04N/AN/A
    2002
     
    -7.21N/AN/A
    2001
     
    -8.97N/AN/A
    2000
     
    11.65N/AN/A
    1999N/AN/AN/A
    Past Quarterly Returns (%) for CMSVX 
    Q1Q2Q3Q4
    20142.07-1.98-8.82N/A
    201313.741.6210.009.05
    20126.21-5.406.423.51
    20118.433.97-16.8612.93
    201012.26-7.938.3314.34
    2009-10.7717.4113.901.33
    2008-7.404.99-7.86-25.12
    20073.263.11-1.881.85
    200612.78-5.20-1.098.67
    2005-0.316.399.07-6.00
    20041.560.470.138.50
    2003-5.0019.176.7010.13
    20029.86-5.58-14.544.67
    2001-4.759.18-22.7013.23
    200013.696.30-1.25-6.45
    199921.59-0.9810.43N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date97N/A
    1-Month91N/A
    3-Month84N/A
    6-Month89N/A
    1-Year93N/A
    3-Year91N/A
    5-Year51N/A