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| Morningstar Return Rating: | Below average | | Year to Date Return: | 37.96% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 14.99% | |
Worst 1-Yr Total Return (2008): | -37.82% | |
Best 3-Yr Total Return (2004-6): | 8.20% | |
Worst 3-Yr Total Return (2006-8): | -12.84% |
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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 | CSCVX | Category | Diff | Index* | Diff | | Year To Date | 37.96 | 19.19 | 18.77 | 17.05 | 20.91 | | 1-Month | -4.54 | -5.16 | 0.62 | -1.86 | -2.68 | | 3-Month | 7.87 | 4.11 | 3.76 | 5.48 | 2.39 | | 1-Year | 26.30 | 11.22 | 15.08 | 9.80 | 16.5 | | 3-Year | -4.46 | -7.72 | 3.26 | -7.02 | 2.56 | | 5-Year | 0.12 | 1.02 | -0.9 | 0.33 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.21 | 60.83 | 18.38 | 45.76 | 33.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.20 | -15.36 | -1.84 | -18.25 | 1.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.82 | -32.24 | -5.58 | | 2007 | | | -4.88 | -6.08 | 1.20 | | 2006 | | | 11.97 | 16.27 | -4.30 | | 2005 | | | -1.61 | 6.40 | -8.01 | | 2004 | | | 14.99 | 21.14 | -6.15 | | 2003 | | | 39.10 | 42.38 | -3.28 | | 2002 | | | -11.83 | -10.12 | -1.71 | | 2001 | | | 23.55 | 15.92 | 7.63 | | 2000 | | | 11.80 | 18.64 | -6.84 | | 1999 | | | 2.67 | 6.78 | -4.11 |
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| PAST QUARTERLY RETURNS (%) FOR
CSCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.13 | 31.05 | 24.08 | N/A | | 2008 | -2.74 | -0.75 | -5.30 | -31.98 | | 2007 | 3.84 | 6.89 | -4.92 | -9.87 | | 2006 | 5.77 | -6.35 | 0.16 | 12.86 | | 2005 | -1.88 | -1.72 | 2.22 | -0.19 | | 2004 | 4.75 | 1.86 | -1.89 | 9.84 | | 2003 | -7.54 | 21.78 | 7.40 | 15.02 | | 2002 | 12.78 | -4.17 | -21.13 | 3.44 | | 2001 | 3.84 | 12.67 | -12.48 | 20.66 | | 2000 | -5.64 | -0.11 | 10.84 | 7.02 | | 1999 | N/A | N/A | N/A | -4.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 35 | 390 | 8.97 | | 1-Month | 215 | 406 | 52.96 | | 3-Month | 56 | 405 | 13.83 | | 6-Month | 63 | 396 | 15.91 | | 1-Year | 30 | 381 | 7.87 | | 3-Year | 72 | 317 | 22.71 | | 5-Year | 144 | 242 | 59.50 |
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