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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.10% | | 5-Year Average Return: | 3.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.31% | |
Worst 1-Yr Total Return (2008): | -29.64% | |
Best 3-Yr Total Return (2004-6): | 5.87% | |
Worst 3-Yr Total Return (2006-8): | -6.12% |
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| 1-Year: | 8.93% | | 3-Year: | 0.76% | | 5-Year: | 3.35% | | 10-Year: | 5.14% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CNSBX | Category | Diff | Index* | Diff | | Year To Date | 37.10 | 37.83 | -0.73 | N/A | N/A | | 1-Month | 3.26 | 3.08 | 0.18 | N/A | N/A | | 3-Month | 6.30 | 6.43 | -0.13 | N/A | N/A | | 1-Year | 47.19 | 44.73 | 2.46 | N/A | N/A | | 3-Year | 1.09 | -0.80 | 1.89 | N/A | N/A | | 5-Year | 3.07 | 2.56 | 0.51 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.57 | 40.71 | -6.14 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.71 | -8.58 | 4.87 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CNSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.64 | -33.38 | 3.74 | | 2007 | | | 6.58 | 7.51 | -0.93 | | 2006 | | | 10.31 | 10.72 | -0.41 | | 2005 | | | 0.35 | 3.59 | -3.24 | | 2004 | | | 7.18 | 9.03 | -1.85 | | 2003 | | | 22.90 | 26.24 | -3.34 | | 2002 | | | -6.72 | -7.77 | 1.05 | | 2001 | | | -3.17 | -6.57 | 3.40 | | 2000 | | | 2.67 | 2.52 | 0.15 | | 1999 | | | 27.44 | 29.21 | -1.77 |
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| PAST QUARTERLY RETURNS (%) FOR
CNSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.03 | 10.85 | 16.31 | N/A | | 2008 | -5.95 | 3.03 | -13.69 | -15.87 | | 2007 | 2.47 | 3.69 | 1.87 | -1.52 | | 2006 | 5.41 | -1.87 | 2.94 | 3.61 | | 2005 | -4.30 | 0.38 | 4.09 | 0.36 | | 2004 | 2.70 | -0.55 | -1.61 | 6.66 | | 2003 | 1.01 | 9.43 | 1.91 | 9.10 | | 2002 | 0.80 | -5.20 | -7.51 | 5.53 | | 2001 | -3.13 | 2.04 | -8.85 | 7.47 | | 2000 | 11.93 | -2.74 | 1.05 | -6.67 | | 1999 | N/A | N/A | N/A | 20.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 75 | 34.67 | | 1-Month | 34 | 81 | 41.98 | | 3-Month | 42 | 81 | 51.85 | | 6-Month | 42 | 81 | 51.85 | | 1-Year | 15 | 75 | 20.00 | | 3-Year | 12 | 61 | 19.67 | | 5-Year | 17 | 57 | 29.82 |
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0.02% Nasdaq 0.00%
Performance
