|
| Morningstar Return Rating: | Average | | Year to Date Return: | 37.99% | | 5-Year Average Return: | 3.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.06% | |
Worst 1-Yr Total Return (2008): | -29.10% | |
Best 3-Yr Total Return (2004-6): | 6.66% | |
Worst 3-Yr Total Return (2006-8): | -5.42% |
|
| 1-Year: | 8.77% | | 3-Year: | 0.66% | | 5-Year: | 3.36% | | 10-Year: | 5.37% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CNSAX | Category | Diff | Index* | Diff | | Year To Date | 37.99 | 37.83 | 0.16 | N/A | N/A | | 1-Month | 3.26 | 3.08 | 0.18 | N/A | N/A | | 3-Month | 6.44 | 6.43 | 0.01 | N/A | N/A | | 1-Year | 48.24 | 44.73 | 3.51 | N/A | N/A | | 3-Year | 1.84 | -0.80 | 2.64 | N/A | N/A | | 5-Year | 3.84 | 2.56 | 1.28 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.17 | 40.71 | -5.54 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.98 | -8.58 | 5.6 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CNSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.10 | -33.38 | 4.28 | | 2007 | | | 7.44 | 7.51 | -0.07 | | 2006 | | | 11.06 | 10.72 | 0.34 | | 2005 | | | 1.19 | 3.59 | -2.40 | | 2004 | | | 7.96 | 9.03 | -1.07 | | 2003 | | | 23.80 | 26.24 | -2.44 | | 2002 | | | -6.00 | -7.77 | 1.77 | | 2001 | | | -2.36 | -6.57 | 4.21 | | 2000 | | | 3.39 | 2.52 | 0.87 | | 1999 | | | 28.58 | 29.21 | -0.63 |
|
| PAST QUARTERLY RETURNS (%) FOR
CNSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.17 | 11.10 | 16.51 | N/A | | 2008 | -5.76 | 3.23 | -13.59 | -15.67 | | 2007 | 2.74 | 3.89 | 2.01 | -1.33 | | 2006 | 5.62 | -1.74 | 3.08 | 3.81 | | 2005 | -4.10 | 0.61 | 4.24 | 0.62 | | 2004 | 2.91 | -0.36 | -1.48 | 6.86 | | 2003 | 1.20 | 9.55 | 2.10 | 9.37 | | 2002 | 0.98 | -5.08 | -7.32 | 5.80 | | 2001 | -2.95 | 2.29 | -8.73 | 7.76 | | 2000 | 12.14 | -2.62 | 1.30 | -6.53 | | 1999 | N/A | N/A | N/A | 20.52 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 75 | 32.00 | | 1-Month | 27 | 81 | 33.33 | | 3-Month | 32 | 81 | 39.51 | | 6-Month | 34 | 81 | 41.98 | | 1-Year | 13 | 75 | 17.33 | | 3-Year | 6 | 61 | 9.84 | | 5-Year | 7 | 57 | 12.28 |
|
|
|
|
|
0.13% Nasdaq 
0.32%
Performance
