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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.22% | | 5-Year Average Return: | -1.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.53% | |
Worst 1-Yr Total Return (2008): | -42.39% | |
Best 3-Yr Total Return (2005-7): | 9.25% | |
Worst 3-Yr Total Return (2006-8): | -11.66% |
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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 | CSITX | Category | Diff | Index* | Diff | | Year To Date | 17.22 | 31.20 | -13.98 | 24.07 | -6.85 | | 1-Month | 5.22 | 5.67 | -0.45 | 6.00 | -0.78 | | 3-Month | 5.93 | 8.18 | -2.25 | 7.91 | -1.98 | | 1-Year | 20.33 | 34.04 | -13.71 | 25.39 | -5.06 | | 3-Year | -8.66 | -3.89 | -4.77 | -5.79 | -2.87 | | 5-Year | -1.98 | 1.25 | -3.23 | 0.71 | -2.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.66 | 43.84 | -13.18 | 45.76 | -15.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.94 | -18.03 | -5.91 | -18.25 | -5.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.39 | -40.67 | -1.72 | | 2007 | | | 12.53 | 13.35 | -0.82 | | 2006 | | | 6.35 | 7.05 | -0.70 | | 2005 | | | 8.98 | 6.71 | 2.27 | | 2004 | | | 6.83 | 7.81 | -0.98 | | 2003 | | | 29.98 | 28.66 | 1.32 | | 2002 | | | -24.37 | -27.64 | 3.27 | | 2001 | | | -23.21 | -22.30 | -0.91 | | 2000 | | | -9.98 | -13.05 | 3.07 | | 1999 | | | 45.07 | 38.87 | 6.20 |
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| PAST QUARTERLY RETURNS (%) FOR
CSITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.88 | 12.94 | 10.77 | N/A | | 2008 | -14.79 | 4.11 | -17.09 | -21.67 | | 2007 | 1.50 | 8.25 | 4.41 | -1.92 | | 2006 | 6.12 | -6.15 | 1.86 | 4.83 | | 2005 | -3.32 | 1.09 | 8.19 | 3.06 | | 2004 | 0.99 | 1.20 | -5.11 | 10.16 | | 2003 | -1.74 | 13.60 | 4.07 | 11.89 | | 2002 | -0.30 | -14.01 | -16.39 | 5.51 | | 2001 | -21.26 | 7.08 | -23.20 | 18.58 | | 2000 | 14.43 | -4.71 | 5.90 | -22.04 | | 1999 | N/A | N/A | N/A | 36.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1708 | 1818 | 93.95 | | 1-Month | 1029 | 1906 | 53.99 | | 3-Month | 1428 | 1904 | 75.00 | | 6-Month | 1698 | 1866 | 91.00 | | 1-Year | 1448 | 1815 | 79.78 | | 3-Year | 1233 | 1537 | 80.22 | | 5-Year | 1010 | 1273 | 79.34 |
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0.51% Nasdaq 
Performance
