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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.01% | | 5-Year Average Return: | -1.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.32% | |
Worst 1-Yr Total Return (2008): | -39.30% | |
Best 3-Yr Total Return (2004-6): | 8.59% | |
Worst 3-Yr Total Return (2006-8): | -11.89% |
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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 | CSMCX | Category | Diff | Index* | Diff | | Year To Date | 19.01 | 21.65 | -2.64 | 17.05 | 1.96 | | 1-Month | -3.66 | -5.90 | 2.24 | -1.86 | -1.8 | | 3-Month | 4.41 | 2.07 | 2.34 | 5.48 | -1.07 | | 1-Year | 11.69 | 13.17 | -1.48 | 9.80 | 1.89 | | 3-Year | -8.35 | -7.45 | -0.9 | -7.02 | -1.33 | | 5-Year | -1.70 | 0.22 | -1.92 | 0.33 | -2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.21 | 52.20 | -6.99 | 45.76 | -0.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.26 | -18.89 | -5.37 | -18.25 | -6.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.30 | -41.55 | 2.25 | | 2007 | | | 2.85 | 7.59 | -4.74 | | 2006 | | | 9.58 | 10.81 | -1.23 | | 2005 | | | 4.04 | 6.02 | -1.98 | | 2004 | | | 12.32 | 12.41 | -0.09 | | 2003 | | | 47.29 | 45.54 | 1.75 | | 2002 | | | 0.75 | -27.88 | 28.63 | | 2001 | | | 5.80 | -8.91 | 14.71 | | 2000 | | | 54.95 | -3.85 | 58.80 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.10 | 19.15 | 14.06 | N/A | | 2008 | -10.65 | 1.24 | -8.55 | -26.62 | | 2007 | 2.80 | 5.45 | -2.74 | -2.46 | | 2006 | 8.46 | -5.08 | 0.72 | 5.67 | | 2005 | 0.21 | 1.81 | 2.31 | -0.32 | | 2004 | 3.97 | 0.22 | -2.04 | 10.04 | | 2003 | -0.58 | 18.25 | 9.94 | 13.96 | | 2002 | 6.25 | -3.92 | -9.03 | 8.49 | | 2001 | -9.08 | 14.08 | -4.54 | 6.87 | | 2000 | 11.49 | 4.03 | 20.67 | 10.71 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 529 | 790 | 66.96 | | 1-Month | 393 | 820 | 47.93 | | 3-Month | 237 | 819 | 28.94 | | 6-Month | 168 | 800 | 21.00 | | 1-Year | 468 | 783 | 59.77 | | 3-Year | 367 | 669 | 54.86 | | 5-Year | 367 | 554 | 66.25 |
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1.35% Nasdaq 
0.20 (1.19%) 
Performance
