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| Morningstar Return Rating: | Average | | Year to Date Return: | 0.14% | | 5-Year Average Return: | 3.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.08% | |
Worst 1-Yr Total Return (2008): | -5.93% | |
Best 3-Yr Total Return (2004-6): | 6.38% | |
Worst 3-Yr Total Return (2006-8): | -1.11% |
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| 1-Year: | -8.68% | | 3-Year: | -2.68% | | 5-Year: | 2.19% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CNCRX | Category | Diff | Index* | Diff | | Year To Date | 0.14 | 10.05 | -9.91 | 17.05 | -16.91 | | 1-Month | -2.52 | -4.79 | 2.27 | -1.86 | -0.66 | | 3-Month | -0.99 | -0.29 | -0.7 | 5.48 | -6.47 | | 1-Year | -0.73 | 8.75 | -9.48 | 9.80 | -10.53 | | 3-Year | -2.40 | -2.62 | 0.22 | -7.02 | 4.62 | | 5-Year | 3.95 | 3.14 | 0.81 | 0.33 | 3.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.83 | 29.31 | -19.48 | 45.76 | -35.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.80 | -11.79 | 3.99 | -18.25 | 10.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CNCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.93 | -23.43 | 17.50 | | 2007 | | | 1.88 | 9.27 | -7.39 | | 2006 | | | 0.91 | 4.27 | -3.36 | | 2005 | | | 17.08 | 9.64 | 7.44 | | 2004 | | | 1.91 | 9.84 | -7.93 | | 2003 | | | 35.11 | 32.51 | 2.60 | | 2002 | | | -27.64 | -28.13 | 0.49 | | 2001 | | | N/A | -11.26 | N/A | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CNCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.88 | 1.79 | 4.99 | N/A | | 2008 | -4.10 | 1.30 | 2.94 | -5.93 | | 2007 | 0.83 | 3.58 | 3.01 | -5.31 | | 2006 | 1.41 | -3.57 | 4.16 | -0.93 | | 2005 | -4.04 | 12.62 | 4.60 | 3.57 | | 2004 | 1.77 | 3.88 | -4.92 | 1.38 | | 2003 | 1.26 | 21.22 | 0.23 | 9.82 | | 2002 | -4.37 | -21.25 | -8.23 | 4.71 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 158 | 165 | 95.76 | | 1-Month | 121 | 171 | 70.76 | | 3-Month | 144 | 170 | 84.71 | | 6-Month | 158 | 165 | 95.76 | | 1-Year | 126 | 165 | 76.36 | | 3-Year | 73 | 151 | 48.34 | | 5-Year | 38 | 143 | 26.57 |
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0.22% Nasdaq 
Performance
