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| Morningstar Return Rating: | High | | Year to Date Return: | 24.01% | | 5-Year Average Return: | 3.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 24.98% | |
Worst 1-Yr Total Return (2008): | -35.03% | |
Best 3-Yr Total Return (2004-6): | 16.53% | |
Worst 3-Yr Total Return (2006-8): | -5.60% |
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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 | CRIMX | Category | Diff | Index* | Diff | | Year To Date | 24.01 | 30.74 | -6.73 | 24.07 | -0.06 | | 1-Month | 5.15 | 4.28 | 0.87 | 6.00 | -0.85 | | 3-Month | 4.72 | 5.45 | -0.73 | 7.91 | -3.19 | | 1-Year | 26.43 | 36.41 | -9.98 | 25.39 | 1.04 | | 3-Year | -3.72 | -6.04 | 2.32 | -5.79 | 2.07 | | 5-Year | 3.05 | 0.99 | 2.06 | 0.71 | 2.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.83 | 54.55 | -16.72 | 45.76 | -7.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.76 | -16.09 | -1.67 | -18.25 | 0.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CRIMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.03 | -39.18 | 4.15 | | 2007 | | | 10.42 | 4.85 | 5.57 | | 2006 | | | 17.26 | 14.03 | 3.23 | | 2005 | | | 7.97 | 9.25 | -1.28 | | 2004 | | | 24.98 | 16.30 | 8.68 | | 2003 | | | 41.92 | 36.28 | 5.64 | | 2002 | | | -16.67 | -16.55 | -0.12 | | 2001 | | | 19.42 | -3.12 | 22.54 | | 2000 | | | 55.55 | 6.36 | 49.19 | | 1999 | | | 4.35 | 20.92 | -16.57 |
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| PAST QUARTERLY RETURNS (%) FOR
CRIMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.65 | 14.71 | 12.97 | N/A | | 2008 | -8.51 | 0.26 | -8.91 | -22.24 | | 2007 | 5.40 | 7.12 | -0.30 | -1.90 | | 2006 | 7.84 | -2.33 | 2.99 | 8.10 | | 2005 | -0.27 | 1.97 | 3.93 | 2.15 | | 2004 | 6.53 | 3.54 | -1.08 | 14.54 | | 2003 | -2.15 | 18.00 | 6.61 | 15.29 | | 2002 | 5.68 | -8.24 | -16.68 | 3.13 | | 2001 | 2.12 | 7.95 | -13.25 | 24.87 | | 2000 | 17.21 | 2.40 | 15.25 | 12.46 | | 1999 | N/A | N/A | N/A | 18.58 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 382 | 450 | 84.89 | | 1-Month | 273 | 479 | 56.99 | | 3-Month | 257 | 476 | 53.99 | | 6-Month | 391 | 472 | 82.84 | | 1-Year | 336 | 450 | 74.67 | | 3-Year | 93 | 367 | 25.34 | | 5-Year | 50 | 293 | 17.06 |
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