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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.43% | | 5-Year Average Return: | 4.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.69% | |
Worst 1-Yr Total Return (2008): | -0.95% | |
Best 3-Yr Total Return (2005-7): | 4.75% | |
Worst 3-Yr Total Return (2006-8): | 3.28% |
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| 1-Year: | 6.20% | | 3-Year: | 4.61% | | 5-Year: | 4.37% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSDAX | Category | Diff | Index* | Diff | | Year To Date | 11.43 | 9.09 | 2.34 | 6.24 | 5.19 | | 1-Month | 0.41 | 0.68 | -0.27 | 0.49 | -0.08 | | 3-Month | 2.51 | 2.53 | -0.02 | 2.60 | -0.09 | | 1-Year | 12.76 | 9.59 | 3.17 | 13.79 | -1.03 | | 3-Year | 5.56 | 3.61 | 1.95 | 6.35 | -0.79 | | 5-Year | 4.97 | 3.21 | 1.76 | 5.05 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.26 | 7.68 | 1.58 | 7.06 | 2.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.42 | 4.17 | 2.25 | 7.94 | -1.52 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.95 | -4.23 | 3.28 | | 2007 | | | 5.69 | 4.29 | 1.40 | | 2006 | | | 5.25 | 4.05 | 1.20 | | 2005 | | | 3.32 | 1.45 | 1.87 | | 2004 | | | 3.62 | 1.63 | 1.99 | | 2003 | | | 8.62 | 2.54 | 6.08 | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.00 | 5.03 | 3.59 | N/A | | 2008 | 1.08 | 0.65 | -1.06 | -1.60 | | 2007 | 1.48 | 1.00 | 1.55 | 1.53 | | 2006 | 0.94 | 1.03 | 1.85 | 1.33 | | 2005 | 0.26 | 1.38 | 0.70 | 0.95 | | 2004 | 1.97 | -0.76 | 1.58 | 0.82 | | 2003 | 2.38 | 3.31 | 1.27 | 1.41 | | 2002 | N/A | 2.67 | 3.20 | 1.86 | | 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 | 150 | 419 | 35.80 | | 1-Month | 400 | 435 | 91.95 | | 3-Month | 325 | 434 | 74.88 | | 6-Month | 142 | 420 | 33.81 | | 1-Year | 75 | 419 | 17.90 | | 3-Year | 55 | 360 | 15.28 | | 5-Year | 9 | 305 | 2.95 |
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0.22% Nasdaq 
Performance
