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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.75% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.34% | |
Worst 1-Yr Total Return (2008): | -36.05% | |
Best 3-Yr Total Return (2005-7): | 7.23% | |
Worst 3-Yr Total Return (2006-8): | -8.63% |
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| 1-Year: | -5.10% | | 3-Year: | -2.55% | | 5-Year: | 1.71% | | 10-Year: | 3.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSECX | Category | Diff | Index* | Diff | | Year To Date | 24.75 | 24.15 | 0.6 | 17.05 | 7.7 | | 1-Month | -1.73 | -2.25 | 0.52 | -1.86 | 0.13 | | 3-Month | 6.65 | 4.52 | 2.13 | 5.48 | 1.17 | | 1-Year | 13.36 | 15.35 | -1.99 | 9.80 | 3.56 | | 3-Year | -4.12 | -4.95 | 0.83 | -7.02 | 2.9 | | 5-Year | 0.96 | 0.99 | -0.03 | 0.33 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.97 | 42.81 | 7.16 | 45.76 | 4.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.36 | -17.14 | 0.78 | -18.25 | 1.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.05 | -40.67 | 4.62 | | 2007 | | | 9.09 | 13.35 | -4.26 | | 2006 | | | 9.34 | 7.05 | 2.29 | | 2005 | | | 3.37 | 6.71 | -3.34 | | 2004 | | | 5.88 | 7.81 | -1.93 | | 2003 | | | 21.33 | 28.66 | -7.33 | | 2002 | | | -15.63 | -27.64 | 12.01 | | 2001 | | | -0.31 | -22.30 | 21.99 | | 2000 | | | 10.73 | -13.05 | 23.78 | | 1999 | | | 22.13 | 38.87 | -16.74 |
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| PAST QUARTERLY RETURNS (%) FOR
CSECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.66 | 17.71 | 15.53 | N/A | | 2008 | -8.69 | 2.38 | -9.33 | -24.56 | | 2007 | -0.85 | 5.24 | 4.86 | -0.30 | | 2006 | 3.58 | -2.63 | 3.74 | 4.51 | | 2005 | -2.43 | 2.32 | 2.27 | 1.25 | | 2004 | -0.99 | 1.89 | -3.46 | 8.72 | | 2003 | -4.49 | 14.06 | 1.73 | 9.49 | | 2002 | 1.62 | -10.21 | -16.39 | 10.60 | | 2001 | -8.50 | 9.48 | -13.39 | 14.90 | | 2000 | 10.91 | -2.24 | 1.41 | 0.70 | | 1999 | N/A | N/A | N/A | 17.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 882 | 1802 | 48.95 | | 1-Month | 1096 | 1890 | 57.99 | | 3-Month | 960 | 1884 | 50.96 | | 6-Month | 694 | 1827 | 37.99 | | 1-Year | 1046 | 1797 | 58.21 | | 3-Year | 553 | 1518 | 36.43 | | 5-Year | 580 | 1251 | 46.36 |
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0.22% Nasdaq 0.00%
Performance
