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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.67% | | 5-Year Average Return: | 1.46% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 36.34% | |
Worst 1-Yr Total Return (2008): | -34.89% | |
Best 3-Yr Total Return (2004-6): | 27.06% | |
Worst 3-Yr Total Return (2006-8): | -9.42% |
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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 | CRARX | Category | Diff | Index* | Diff | | Year To Date | 20.67 | 22.99 | -2.32 | 24.07 | -3.4 | | 1-Month | 7.56 | 6.66 | 0.9 | 6.00 | 1.56 | | 3-Month | 9.59 | 8.82 | 0.77 | 7.91 | 1.68 | | 1-Year | 39.17 | 42.04 | -2.87 | 25.39 | 13.78 | | 3-Year | -13.47 | -15.72 | 2.25 | -5.79 | -7.68 | | 5-Year | 1.46 | -1.07 | 2.53 | 0.71 | 0.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.18 | 78.85 | 2.33 | 45.76 | 35.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.58 | -30.70 | 0.12 | -18.25 | -12.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CRARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.89 | -39.55 | 4.66 | | 2007 | | | -16.28 | -14.66 | -1.62 | | 2006 | | | 36.34 | 33.58 | 2.76 | | 2005 | | | 12.61 | 11.51 | 1.10 | | 2004 | | | 33.60 | 32.02 | 1.58 | | 2003 | | | 36.58 | 36.80 | -0.22 | | 2002 | | | 4.30 | 4.54 | -0.24 | | 2001 | | | 7.42 | 10.00 | -2.58 | | 2000 | | | 32.27 | 27.02 | 5.25 | | 1999 | | | -2.55 | -2.76 | 0.21 |
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| PAST QUARTERLY RETURNS (%) FOR
CRARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -32.40 | 27.93 | 36.19 | N/A | | 2008 | 2.11 | -4.71 | 6.99 | -37.46 | | 2007 | 2.45 | -9.61 | 2.77 | -12.03 | | 2006 | 15.77 | -0.45 | 7.94 | 9.61 | | 2005 | -7.77 | 13.63 | 3.87 | 3.45 | | 2004 | 12.25 | -5.33 | 6.33 | 18.24 | | 2003 | 1.92 | 11.39 | 8.45 | 10.93 | | 2002 | 9.10 | 4.06 | -8.92 | 0.86 | | 2001 | -3.28 | 10.37 | -4.65 | 5.53 | | 2000 | 2.71 | 13.14 | 8.34 | 5.06 | | 1999 | N/A | N/A | N/A | -0.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 138 | 267 | 51.69 | | 1-Month | 67 | 282 | 23.76 | | 3-Month | 49 | 276 | 17.75 | | 6-Month | 35 | 270 | 12.96 | | 1-Year | 116 | 265 | 43.77 | | 3-Year | 20 | 228 | 8.77 | | 5-Year | 25 | 201 | 12.44 |
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0.51% Nasdaq 
Performance
