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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.24% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.92% | |
Worst 1-Yr Total Return (2008): | -32.92% | |
Best 3-Yr Total Return (2004-6): | 11.48% | |
Worst 3-Yr Total Return (2006-8): | -6.39% |
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| 1-Year: | -13.32% | | 3-Year: | -3.53% | | 5-Year: | 2.30% | | 10-Year: | 4.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CMSVX | Category | Diff | Index* | Diff | | Year To Date | 13.24 | 25.65 | -12.41 | 24.07 | -10.83 | | 1-Month | -1.08 | 3.38 | -4.46 | 6.00 | -7.08 | | 3-Month | 1.66 | 3.71 | -2.05 | 7.91 | -6.25 | | 1-Year | 16.74 | 31.83 | -15.09 | 25.39 | -8.65 | | 3-Year | -6.90 | -7.28 | 0.38 | -5.79 | -1.11 | | 5-Year | 0.50 | -0.38 | 0.88 | 0.71 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.25 | 53.06 | -12.81 | 45.76 | -5.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.77 | -19.68 | -3.09 | -18.25 | -4.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CMSVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.92 | -41.55 | 8.63 | | 2007 | | | 6.41 | 7.59 | -1.18 | | 2006 | | | 14.92 | 10.81 | 4.11 | | 2005 | | | 8.75 | 6.02 | 2.73 | | 2004 | | | 10.86 | 12.41 | -1.55 | | 2003 | | | 33.04 | 45.54 | -12.50 | | 2002 | | | -7.21 | -27.88 | 20.67 | | 2001 | | | -8.97 | -8.91 | -0.06 | | 2000 | | | 11.65 | -3.85 | 15.50 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CMSVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.77 | 17.41 | 13.90 | N/A | | 2008 | -7.40 | 4.99 | -7.86 | -25.12 | | 2007 | 3.26 | 3.11 | -1.88 | 1.85 | | 2006 | 12.78 | -5.20 | -1.09 | 8.67 | | 2005 | -0.31 | 6.39 | 9.07 | -6.00 | | 2004 | 1.56 | 0.47 | 0.13 | 8.50 | | 2003 | -5.00 | 19.17 | 6.70 | 10.13 | | 2002 | 9.86 | -5.58 | -14.54 | 4.67 | | 2001 | -4.75 | 9.18 | -22.70 | 13.23 | | 2000 | 13.69 | 6.30 | -1.25 | -6.45 | | 1999 | N/A | N/A | N/A | 10.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 723 | 786 | 91.98 | | 1-Month | 685 | 816 | 83.95 | | 3-Month | 692 | 815 | 84.91 | | 6-Month | 761 | 802 | 94.89 | | 1-Year | 615 | 781 | 78.75 | | 3-Year | 271 | 667 | 40.63 | | 5-Year | 162 | 563 | 28.77 |
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0.24% Nasdaq 
0.02 (0.15%) 
Performance
