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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.88% | | 5-Year Average Return: | 5.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.26% | |
Worst 1-Yr Total Return (2008): | -39.48% | |
Best 3-Yr Total Return (2004-6): | 15.15% | |
Worst 3-Yr Total Return (2006-8): | -4.69% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CNZLX | Category | Diff | Index* | Diff | | Year To Date | 33.88 | 56.85 | -22.97 | 27.36 | 6.52 | | 1-Month | -1.80 | -0.01 | -1.79 | -1.25 | -0.55 | | 3-Month | 15.09 | 3.46 | 11.63 | 8.10 | 6.99 | | 1-Year | 29.09 | 67.45 | -38.36 | 27.71 | 1.38 | | 3-Year | 0.75 | 8.60 | -7.85 | -5.22 | 5.97 | | 5-Year | 5.42 | 15.34 | -9.92 | 5.10 | 0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.58 | 75.47 | -3.89 | 59.35 | 12.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.87 | 2.18 | -14.05 | -14.95 | 3.08 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CNZLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.48 | -53.50 | 14.02 | | 2007 | | | 15.12 | 47.53 | -32.41 | | 2006 | | | 24.26 | 45.36 | -21.10 | | 2005 | | | 2.80 | 21.30 | -18.50 | | 2004 | | | 19.54 | 13.21 | 6.33 | | 2003 | | | 39.64 | 53.64 | -14.00 | | 2002 | | | 21.61 | -8.76 | 30.37 | | 2001 | | | 7.59 | -2.63 | 10.22 | | 2000 | | | -18.47 | -25.36 | 6.89 | | 1999 | | | 16.08 | 73.61 | -57.53 |
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| PAST QUARTERLY RETURNS (%) FOR
CNZLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.57 | 18.30 | 26.04 | N/A | | 2008 | -7.56 | -1.87 | -15.72 | -20.83 | | 2007 | 4.70 | 9.31 | 0.00 | 0.59 | | 2006 | -0.58 | 1.37 | 5.61 | 16.75 | | 2005 | -1.42 | 0.31 | 5.94 | -1.87 | | 2004 | 1.34 | -5.07 | 10.20 | 12.76 | | 2003 | 2.72 | 13.86 | 4.81 | 13.92 | | 2002 | 9.04 | 5.76 | -5.16 | 11.19 | | 2001 | -11.39 | 9.37 | -3.30 | 14.81 | | 2000 | -12.77 | -7.21 | -8.84 | 10.48 | | 1999 | N/A | N/A | N/A | 9.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 153 | 160 | 95.63 | | 1-Month | 123 | 171 | 71.93 | | 3-Month | 15 | 171 | 8.77 | | 6-Month | 45 | 164 | 27.44 | | 1-Year | 116 | 148 | 78.38 | | 3-Year | 76 | 106 | 71.70 | | 5-Year | 65 | 79 | 82.28 |
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0.67% Nasdaq 
Performance
