|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.92% | | 5-Year Average Return: | 4.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.33% | |
Worst 1-Yr Total Return (2008): | -28.95% | |
Best 3-Yr Total Return (2004-6): | 6.91% | |
Worst 3-Yr Total Return (2006-8): | -5.17% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CNSDX | Category | Diff | Index* | Diff | | Year To Date | 33.92 | 33.01 | 0.91 | N/A | N/A | | 1-Month | -1.84 | -1.69 | -0.15 | N/A | N/A | | 3-Month | 6.62 | 6.40 | 0.22 | N/A | N/A | | 1-Year | 37.89 | 32.21 | 5.68 | N/A | N/A | | 3-Year | 1.52 | -1.28 | 2.8 | N/A | N/A | | 5-Year | 4.33 | 2.75 | 1.58 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.36 | 40.24 | -4.88 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.78 | -6.87 | 4.09 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CNSDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.95 | -33.38 | 4.43 | | 2007 | | | 7.81 | 7.51 | 0.30 | | 2006 | | | 11.33 | 10.72 | 0.61 | | 2005 | | | 1.42 | 3.59 | -2.17 | | 2004 | | | 8.21 | 9.03 | -0.82 | | 2003 | | | 24.18 | 26.24 | -2.06 | | 2002 | | | -5.77 | -7.77 | 2.00 | | 2001 | | | -2.16 | -6.57 | 4.41 | | 2000 | | | 3.68 | 2.52 | 1.16 | | 1999 | | | 28.84 | 29.21 | -0.37 |
|
| PAST QUARTERLY RETURNS (%) FOR
CNSDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.31 | 11.08 | 16.64 | N/A | | 2008 | -5.70 | 3.29 | -13.51 | -15.66 | | 2007 | 2.73 | 4.07 | 2.13 | -1.26 | | 2006 | 5.62 | -1.67 | 3.20 | 3.88 | | 2005 | -4.05 | 0.66 | 4.31 | 0.68 | | 2004 | 2.96 | -0.30 | -1.42 | 6.93 | | 2003 | 1.26 | 9.69 | 2.16 | 9.43 | | 2002 | 1.04 | -4.95 | -7.26 | 5.79 | | 2001 | -2.88 | 2.36 | -8.66 | 7.75 | | 2000 | 12.19 | -2.50 | 1.36 | -6.48 | | 1999 | N/A | N/A | N/A | 20.58 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 80 | 30.00 | | 1-Month | 44 | 86 | 51.16 | | 3-Month | 31 | 86 | 36.05 | | 6-Month | 36 | 86 | 41.86 | | 1-Year | 12 | 79 | 15.19 | | 3-Year | 5 | 66 | 7.58 | | 5-Year | 7 | 61 | 11.48 |
|
|
|
|
|
0.83% Nasdaq 0.00%
Performance
