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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.29% | | 5-Year Average Return: | 2.13% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.11% | |
Worst 1-Yr Total Return (2008): | -30.44% | |
Best 3-Yr Total Return (2004-6): | 14.46% | |
Worst 3-Yr Total Return (2006-8): | -8.21% |
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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 | CRISX | Category | Diff | Index* | Diff | | Year To Date | 17.29 | 19.13 | -1.84 | 17.05 | 0.24 | | 1-Month | -4.24 | -5.65 | 1.41 | -1.86 | -2.38 | | 3-Month | 2.42 | 2.75 | -0.33 | 5.48 | -3.06 | | 1-Year | 11.52 | 11.45 | 0.07 | 9.80 | 1.72 | | 3-Year | -6.51 | -8.46 | 1.95 | -7.02 | 0.51 | | 5-Year | 2.13 | 0.52 | 1.61 | 0.33 | 1.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.96 | 57.02 | -9.06 | 45.76 | 2.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.48 | -18.27 | 0.79 | -18.25 | 0.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CRISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.44 | -36.56 | 6.12 | | 2007 | | | -3.12 | -1.10 | -2.02 | | 2006 | | | 14.75 | 15.03 | -0.28 | | 2005 | | | 10.64 | 6.75 | 3.89 | | 2004 | | | 18.11 | 18.94 | -0.83 | | 2003 | | | 48.69 | 43.41 | 5.28 | | 2002 | | | -17.60 | -16.22 | -1.38 | | 2001 | | | 26.47 | 8.92 | 17.55 | | 2000 | | | 18.38 | 11.89 | 6.49 | | 1999 | | | 11.45 | 19.95 | -8.50 |
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| PAST QUARTERLY RETURNS (%) FOR
CRISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.87 | 18.03 | 16.43 | N/A | | 2008 | -3.82 | -4.17 | -1.06 | -23.72 | | 2007 | 2.57 | 6.81 | -6.90 | -5.02 | | 2006 | 8.57 | -4.10 | 1.16 | 8.95 | | 2005 | -3.03 | 3.65 | 5.03 | 4.80 | | 2004 | 10.89 | -2.42 | -3.63 | 13.26 | | 2003 | -5.42 | 27.38 | 7.51 | 14.80 | | 2002 | 7.61 | -5.89 | -19.28 | 0.80 | | 2001 | 6.22 | 16.74 | -15.55 | 20.77 | | 2000 | 0.25 | 3.06 | 10.55 | 3.64 | | 1999 | N/A | N/A | N/A | 10.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 326 | 641 | 50.86 | | 1-Month | 72 | 662 | 10.88 | | 3-Month | 195 | 652 | 29.91 | | 6-Month | 323 | 647 | 49.92 | | 1-Year | 198 | 630 | 31.43 | | 3-Year | 156 | 553 | 28.21 | | 5-Year | 104 | 452 | 23.01 |
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0.33% Nasdaq 
0.12 (0.65%) 
Performance
