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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.50% | | 5-Year Average Return: | 0.93% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.82% | |
Worst 1-Yr Total Return (2008): | -30.62% | |
Best 3-Yr Total Return (2004-6): | 14.18% | |
Worst 3-Yr Total Return (2006-8): | -8.46% |
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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 | CRMSX | Category | Diff | Index* | Diff | | Year To Date | 20.50 | 22.72 | -2.22 | 24.07 | -3.57 | | 1-Month | 2.91 | 3.14 | -0.23 | 6.00 | -3.09 | | 3-Month | 3.35 | 3.09 | 0.26 | 7.91 | -4.56 | | 1-Year | 27.31 | 29.36 | -2.05 | 25.39 | 1.92 | | 3-Year | -6.82 | -8.14 | 1.32 | -5.79 | -1.03 | | 5-Year | 0.93 | -0.30 | 1.23 | 0.71 | 0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.73 | 57.49 | -9.76 | 45.76 | 1.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.69 | -19.40 | 1.71 | -18.25 | 0.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CRMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.62 | -36.56 | 5.94 | | 2007 | | | -3.39 | -1.10 | -2.29 | | 2006 | | | 14.45 | 15.03 | -0.58 | | 2005 | | | 10.39 | 6.75 | 3.64 | | 2004 | | | 17.82 | 18.94 | -1.12 | | 2003 | | | 48.33 | 43.41 | 4.92 | | 2002 | | | -17.83 | -16.22 | -1.61 | | 2001 | | | 26.34 | 8.92 | 17.42 | | 2000 | | | 18.04 | 11.89 | 6.15 | | 1999 | | | 10.99 | 19.95 | -8.96 |
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| PAST QUARTERLY RETURNS (%) FOR
CRMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.92 | 17.99 | 16.33 | N/A | | 2008 | -3.87 | -4.23 | -1.12 | -23.79 | | 2007 | 2.52 | 6.72 | -6.95 | -5.11 | | 2006 | 8.49 | -4.18 | 1.09 | 8.91 | | 2005 | -3.08 | 3.61 | 4.92 | 4.77 | | 2004 | 10.83 | -2.48 | -3.68 | 13.18 | | 2003 | -5.48 | 27.30 | 7.44 | 14.74 | | 2002 | 7.56 | -5.96 | -19.33 | 0.70 | | 2001 | 6.27 | 16.68 | -15.57 | 20.68 | | 2000 | 0.19 | 2.98 | 10.52 | 3.52 | | 1999 | N/A | N/A | N/A | 10.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 302 | 657 | 45.97 | | 1-Month | 67 | 679 | 9.87 | | 3-Month | 315 | 671 | 46.94 | | 6-Month | 132 | 663 | 19.91 | | 1-Year | 204 | 646 | 31.58 | | 3-Year | 178 | 573 | 31.06 | | 5-Year | 122 | 475 | 25.68 |
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0.01% Nasdaq 
0.08%
Performance
