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 Dow Down0.42% Nasdaq Down0.52%

Capital Management Small Cap Inv (CMSVX)

22.88 Up 0.10(0.44%) Jul 9

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:0.04%
5-Year Average Return:19.14%
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:16.40%
3-Year:11.82%
5-Year:18.42%
10-Year:8.99%
Trailing Returns (%) vs. Benchmarks 
ReturnCMSVXCategoryDiffIndex*Diff
Year To Date0.04N/AN/AN/AN/A
1-Month3.57N/AN/AN/AN/A
3-Month-1.98N/AN/AN/AN/A
1-Year20.00N/AN/AN/AN/A
3-Year12.96N/AN/AN/AN/A
5-Year19.14N/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
20142.07-1.98N/AN/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 Date95N/A
1-Month81N/A
3-Month99N/A
6-Month95N/A
1-Year90N/A
3-Year74N/A
5-Year69N/A