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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.15% | | 5-Year Average Return: | 3.22% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.16% | |
Worst 1-Yr Total Return (2008): | -31.47% | |
Best 3-Yr Total Return (2005-7): | 11.10% | |
Worst 3-Yr Total Return (2006-8): | -4.05% |
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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 | CRMAX | Category | Diff | Index* | Diff | | Year To Date | 20.15 | 30.74 | -10.59 | 24.07 | -3.92 | | 1-Month | 4.28 | 4.28 | 0 | 6.00 | -1.72 | | 3-Month | 1.96 | 5.45 | -3.49 | 7.91 | -5.95 | | 1-Year | 25.40 | 36.41 | -11.01 | 25.39 | 0.01 | | 3-Year | -3.91 | -6.04 | 2.13 | -5.79 | 1.88 | | 5-Year | 3.22 | 0.99 | 2.23 | 0.71 | 2.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.52 | 54.55 | -19.03 | 45.76 | -10.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.49 | -16.09 | -0.4 | -18.25 | 1.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CRMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.47 | -39.18 | 7.71 | | 2007 | | | 8.16 | 4.85 | 3.31 | | 2006 | | | 19.16 | 14.03 | 5.13 | | 2005 | | | 6.41 | 9.25 | -2.84 | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CRMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.14 | 11.28 | 14.91 | N/A | | 2008 | -7.51 | 0.39 | -6.47 | -21.08 | | 2007 | 5.07 | 9.45 | -1.26 | -4.75 | | 2006 | 9.60 | -3.49 | 3.85 | 8.48 | | 2005 | -1.72 | 1.05 | 3.80 | 3.22 | | 2004 | N/A | N/A | N/A | 14.55 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 396 | 450 | 88.00 | | 1-Month | 52 | 479 | 10.86 | | 3-Month | 390 | 476 | 81.93 | | 6-Month | 363 | 472 | 76.91 | | 1-Year | 337 | 450 | 74.89 | | 3-Year | 66 | 367 | 17.98 | | 5-Year | 32 | 293 | 10.92 |
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