|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.97% | | 5-Year Average Return: | -1.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 29.91% | |
Worst 1-Yr Total Return (2008): | -36.07% | |
Best 3-Yr Total Return (2004-6): | 20.36% | |
Worst 3-Yr Total Return (2006-8): | -12.87% |
|
| 1-Year: | -24.00% | | 3-Year: | -13.47% | | 5-Year: | -1.18% | | 10-Year: | 8.02% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSEIX | Category | Diff | Index* | Diff | | Year To Date | 26.97 | 22.99 | 3.98 | 24.07 | 2.9 | | 1-Month | 7.11 | 6.66 | 0.45 | 6.00 | 1.11 | | 3-Month | 9.84 | 8.82 | 1.02 | 7.91 | 1.93 | | 1-Year | 45.13 | 42.04 | 3.09 | 25.39 | 19.74 | | 3-Year | -13.86 | -15.72 | 1.86 | -5.79 | -8.07 | | 5-Year | -1.35 | -1.07 | -0.28 | 0.71 | -2.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.22 | 78.85 | 8.37 | 45.76 | 41.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.72 | -30.70 | 3.98 | -18.25 | -8.47 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.07 | -39.55 | 3.48 | | 2007 | | | -20.36 | -14.66 | -5.70 | | 2006 | | | 29.91 | 33.58 | -3.67 | | 2005 | | | 6.71 | 11.51 | -4.80 | | 2004 | | | 25.78 | 32.02 | -6.24 | | 2003 | | | 35.65 | 36.80 | -1.15 | | 2002 | | | 4.73 | 4.54 | 0.19 | | 2001 | | | 16.43 | 10.00 | 6.43 | | 2000 | | | 27.55 | 27.02 | 0.53 | | 1999 | | | -5.42 | -2.76 | -2.66 |
|
| PAST QUARTERLY RETURNS (%) FOR
CSEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -31.02 | 32.51 | 35.95 | N/A | | 2008 | 2.61 | -5.70 | 3.17 | -35.96 | | 2007 | 0.89 | -6.18 | -2.75 | -13.49 | | 2006 | 12.58 | -1.48 | 9.24 | 7.23 | | 2005 | -6.75 | 12.48 | 1.89 | -0.14 | | 2004 | 11.48 | -6.28 | 7.00 | 12.50 | | 2003 | 0.76 | 13.45 | 7.91 | 9.96 | | 2002 | 8.40 | 4.34 | -6.72 | -0.73 | | 2001 | 4.05 | 11.51 | -4.15 | 4.69 | | 2000 | 1.24 | 12.80 | 8.05 | 3.37 | | 1999 | N/A | N/A | N/A | -2.67 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 267 | 9.74 | | 1-Month | 31 | 282 | 10.99 | | 3-Month | 27 | 276 | 9.78 | | 6-Month | 32 | 270 | 11.85 | | 1-Year | 34 | 265 | 12.83 | | 3-Year | 40 | 228 | 17.54 | | 5-Year | 107 | 201 | 53.23 |
|
|
|
|
|
0.02% Nasdaq 
0.33%
Performance
