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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.56% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.24% | |
Worst 1-Yr Total Return (2008): | -36.11% | |
Best 3-Yr Total Return (2005-7): | 7.16% | |
Worst 3-Yr Total Return (2006-8): | -8.70% |
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| 1-Year: | -8.70% | | 3-Year: | -3.70% | | 5-Year: | 1.29% | | 10-Year: | 3.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSEBX | Category | Diff | Index* | Diff | | Year To Date | 24.56 | 24.15 | 0.41 | 17.05 | 7.51 | | 1-Month | -1.79 | -2.25 | 0.46 | -1.86 | 0.07 | | 3-Month | 6.55 | 4.52 | 2.03 | 5.48 | 1.07 | | 1-Year | 13.20 | 15.35 | -2.15 | 9.80 | 3.4 | | 3-Year | -4.22 | -4.95 | 0.73 | -7.02 | 2.8 | | 5-Year | 0.86 | 0.99 | -0.13 | 0.33 | 0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.85 | 42.81 | 7.04 | 45.76 | 4.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.45 | -17.14 | 0.69 | -18.25 | 1.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.11 | -40.67 | 4.56 | | 2007 | | | 9.05 | 13.35 | -4.30 | | 2006 | | | 9.24 | 7.05 | 2.19 | | 2005 | | | 3.30 | 6.71 | -3.41 | | 2004 | | | 5.82 | 7.81 | -1.99 | | 2003 | | | 21.25 | 28.66 | -7.41 | | 2002 | | | -15.67 | -27.64 | 11.97 | | 2001 | | | -0.38 | -22.30 | 21.92 | | 2000 | | | 10.66 | -13.05 | 23.71 | | 1999 | | | 21.85 | 38.87 | -17.02 |
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| PAST QUARTERLY RETURNS (%) FOR
CSEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.72 | 17.69 | 15.53 | N/A | | 2008 | -8.71 | 2.33 | -9.33 | -24.58 | | 2007 | -0.85 | 5.24 | 4.84 | -0.31 | | 2006 | 3.58 | -2.69 | 3.74 | 4.47 | | 2005 | -2.42 | 2.29 | 2.24 | 1.23 | | 2004 | -0.99 | 1.89 | -3.49 | 8.68 | | 2003 | -4.51 | 14.03 | 1.72 | 9.47 | | 2002 | 1.61 | -10.21 | -16.38 | 10.54 | | 2001 | -8.52 | 9.45 | -13.41 | 14.89 | | 2000 | 10.86 | -2.25 | 1.42 | 0.68 | | 1999 | N/A | N/A | N/A | 17.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 901 | 1802 | 50.00 | | 1-Month | 1115 | 1890 | 58.99 | | 3-Month | 960 | 1884 | 50.96 | | 6-Month | 749 | 1827 | 41.00 | | 1-Year | 1052 | 1797 | 58.54 | | 3-Year | 573 | 1518 | 37.75 | | 5-Year | 599 | 1251 | 47.88 |
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1.00% Nasdaq 
Performance
