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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.74% | | 5-Year Average Return: | -1.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 30.48% | |
Worst 1-Yr Total Return (2008): | -35.82% | |
Best 3-Yr Total Return (2004-6): | 20.78% | |
Worst 3-Yr Total Return (2006-8): | -12.54% |
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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 | CSDIX | Category | Diff | Index* | Diff | | Year To Date | 18.74 | 15.25 | 3.49 | 17.05 | 1.69 | | 1-Month | -4.59 | -4.31 | -0.28 | -1.86 | -2.73 | | 3-Month | 17.43 | 15.19 | 2.24 | 5.48 | 11.95 | | 1-Year | 8.15 | 2.82 | 5.33 | 9.80 | -1.65 | | 3-Year | -14.63 | -16.35 | 1.72 | -7.02 | -7.61 | | 5-Year | -1.69 | -1.54 | -0.15 | 0.33 | -2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.61 | 77.87 | 9.74 | 45.76 | 41.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.49 | -29.96 | 3.47 | -18.25 | -8.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.82 | -39.55 | 3.73 | | 2007 | | | -20.11 | -14.66 | -5.45 | | 2006 | | | 30.48 | 33.58 | -3.10 | | 2005 | | | 7.00 | 11.51 | -4.51 | | 2004 | | | 26.20 | 32.02 | -5.82 | | 2003 | | | 36.16 | 36.80 | -0.64 | | 2002 | | | 5.03 | 4.54 | 0.49 | | 2001 | | | 16.90 | 10.00 | 6.90 | | 2000 | | | 29.05 | 27.02 | 2.03 | | 1999 | | | -5.21 | -2.76 | -2.45 |
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| PAST QUARTERLY RETURNS (%) FOR
CSDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -30.92 | 32.50 | 35.97 | N/A | | 2008 | 2.72 | -5.63 | 3.28 | -35.88 | | 2007 | 0.96 | -6.07 | -2.72 | -13.40 | | 2006 | 12.74 | -1.39 | 9.29 | 7.40 | | 2005 | -6.71 | 12.61 | 1.97 | -0.12 | | 2004 | 11.61 | -6.25 | 7.10 | 12.62 | | 2003 | 0.84 | 13.64 | 7.97 | 10.05 | | 2002 | 8.48 | 4.45 | -6.64 | -0.71 | | 2001 | 4.22 | 11.51 | -3.95 | 4.73 | | 2000 | 1.35 | 13.05 | 8.35 | 3.94 | | 1999 | N/A | N/A | N/A | -2.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 272 | 13.97 | | 1-Month | 218 | 287 | 75.96 | | 3-Month | 66 | 278 | 23.74 | | 6-Month | 38 | 275 | 13.82 | | 1-Year | 28 | 268 | 10.45 | | 3-Year | 43 | 232 | 18.53 | | 5-Year | 108 | 204 | 52.94 |
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1.23% Nasdaq 
Performance
