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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.15% | | 5-Year Average Return: | -1.99% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 29.14% | |
Worst 1-Yr Total Return (2008): | -36.46% | |
Best 3-Yr Total Return (2004-6): | 19.57% | |
Worst 3-Yr Total Return (2006-8): | -13.42% |
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| 1-Year: | -24.70% | | 3-Year: | -13.30% | | 5-Year: | -1.13% | | 10-Year: | 7.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSBIX | Category | Diff | Index* | Diff | | Year To Date | 26.15 | 22.99 | 3.16 | 24.07 | 2.08 | | 1-Month | 7.12 | 6.66 | 0.46 | 6.00 | 1.12 | | 3-Month | 9.70 | 8.82 | 0.88 | 7.91 | 1.79 | | 1-Year | 44.07 | 42.04 | 2.03 | 25.39 | 18.68 | | 3-Year | -14.43 | -15.72 | 1.29 | -5.79 | -8.64 | | 5-Year | -1.99 | -1.07 | -0.92 | 0.71 | -2.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 86.29 | 78.85 | 7.44 | 45.76 | 40.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.27 | -30.70 | 3.43 | -18.25 | -9.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.46 | -39.55 | 3.09 | | 2007 | | | -20.90 | -14.66 | -6.24 | | 2006 | | | 29.14 | 33.58 | -4.44 | | 2005 | | | 5.96 | 11.51 | -5.55 | | 2004 | | | 24.92 | 32.02 | -7.10 | | 2003 | | | 34.84 | 36.80 | -1.96 | | 2002 | | | 4.01 | 4.54 | -0.53 | | 2001 | | | 15.57 | 10.00 | 5.57 | | 2000 | | | 26.31 | 27.02 | -0.71 | | 1999 | | | -5.98 | -2.76 | -3.22 |
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| PAST QUARTERLY RETURNS (%) FOR
CSBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -31.01 | 32.04 | 35.72 | N/A | | 2008 | 2.50 | -5.91 | 2.98 | -36.02 | | 2007 | 0.71 | -6.32 | -2.92 | -13.64 | | 2006 | 12.41 | -1.58 | 8.99 | 7.10 | | 2005 | -6.93 | 12.32 | 1.68 | -0.32 | | 2004 | 11.31 | -6.46 | 6.81 | 12.33 | | 2003 | 0.60 | 13.33 | 7.72 | 9.79 | | 2002 | 8.22 | 4.19 | -6.89 | -0.93 | | 2001 | 3.82 | 11.31 | -4.30 | 4.51 | | 2000 | 1.02 | 12.68 | 7.82 | 2.92 | | 1999 | N/A | N/A | N/A | -2.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 37 | 267 | 13.86 | | 1-Month | 28 | 282 | 9.93 | | 3-Month | 38 | 276 | 13.77 | | 6-Month | 40 | 270 | 14.81 | | 1-Year | 39 | 265 | 14.72 | | 3-Year | 58 | 228 | 25.44 | | 5-Year | 122 | 201 | 60.70 |
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0.41% Nasdaq 
Performance
