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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.63% | | 5-Year Average Return: | 4.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.66% | |
Worst 1-Yr Total Return (2008): | -5.03% | |
Best 3-Yr Total Return (2005-7): | 5.14% | |
Worst 3-Yr Total Return (2006-8): | 1.84% |
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| 1-Year: | 1.99% | | 3-Year: | 2.75% | | 5-Year: | 3.42% | | 10-Year: | 5.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSIBX | Category | Diff | Index* | Diff | | Year To Date | 11.63 | 14.86 | -3.23 | 7.61 | 4.02 | | 1-Month | 0.79 | 1.13 | -0.34 | 1.29 | -0.5 | | 3-Month | 3.29 | 3.76 | -0.47 | 2.86 | 0.43 | | 1-Year | 12.41 | 18.84 | -6.43 | 11.63 | 0.78 | | 3-Year | 4.02 | 4.58 | -0.56 | 6.40 | -2.38 | | 5-Year | 4.48 | 4.20 | 0.28 | 5.49 | -1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.43 | 13.91 | -2.48 | 7.06 | 4.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.09 | 6.57 | -4.48 | 7.94 | -5.85 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.03 | -4.70 | -0.33 | | 2007 | | | 6.66 | 4.70 | 1.96 | | 2006 | | | 4.28 | 4.15 | 0.13 | | 2005 | | | 4.51 | 1.80 | 2.71 | | 2004 | | | 5.94 | 3.91 | 2.03 | | 2003 | | | 8.18 | 5.10 | 3.08 | | 2002 | | | 6.15 | 8.04 | -1.89 | | 2001 | | | 13.39 | 7.64 | 5.75 | | 2000 | | | 5.95 | 9.44 | -3.49 | | 1999 | | | 0.67 | -1.35 | 2.02 |
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| PAST QUARTERLY RETURNS (%) FOR
CSIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.25 | 4.45 | 5.58 | N/A | | 2008 | 0.47 | -0.04 | -1.84 | -3.66 | | 2007 | 1.69 | -0.28 | 2.66 | 2.46 | | 2006 | -0.42 | 0.06 | 3.46 | 1.17 | | 2005 | 0.96 | 2.83 | -0.05 | 0.71 | | 2004 | 3.23 | -1.89 | 3.33 | 1.23 | | 2003 | 1.25 | 4.95 | 0.53 | 1.26 | | 2002 | -0.39 | 2.96 | 2.18 | 1.28 | | 2001 | 7.68 | 3.10 | 1.78 | 0.36 | | 2000 | 2.92 | -0.73 | 3.20 | 0.49 | | 1999 | N/A | N/A | N/A | 0.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 698 | 1126 | 61.99 | | 1-Month | 642 | 1168 | 54.97 | | 3-Month | 706 | 1158 | 60.97 | | 6-Month | 706 | 1140 | 61.93 | | 1-Year | 640 | 1120 | 57.14 | | 3-Year | 587 | 970 | 60.52 | | 5-Year | 391 | 854 | 45.78 |
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0.03% Nasdaq 0.00%
Performance
