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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.95% | | 5-Year Average Return: | 0.89% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.81% | |
Worst 1-Yr Total Return (2008): | -28.23% | |
Best 3-Yr Total Return (2004-6): | 15.53% | |
Worst 3-Yr Total Return (2006-8): | -5.89% |
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| 1-Year: | -13.31% | | 3-Year: | -4.82% | | 5-Year: | 2.63% | | 10-Year: | 8.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSMIX | Category | Diff | Index* | Diff | | Year To Date | 15.95 | 22.92 | -6.97 | 24.07 | -8.12 | | 1-Month | 0.93 | 2.83 | -1.9 | 6.00 | -5.07 | | 3-Month | 0.87 | 2.63 | -1.76 | 7.91 | -7.04 | | 1-Year | 22.40 | 29.66 | -7.26 | 25.39 | -2.99 | | 3-Year | -6.51 | -8.12 | 1.61 | -5.79 | -0.72 | | 5-Year | 0.89 | -0.18 | 1.07 | 0.71 | 0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.26 | 63.44 | -6.18 | 45.76 | 11.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.15 | -16.13 | -1.02 | -18.25 | 1.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.23 | -32.24 | 4.01 | | 2007 | | | -2.63 | -6.08 | 3.45 | | 2006 | | | 19.28 | 16.27 | 3.01 | | 2005 | | | 5.27 | 6.40 | -1.13 | | 2004 | | | 22.81 | 21.14 | 1.67 | | 2003 | | | 39.41 | 42.38 | -2.97 | | 2002 | | | -6.95 | -10.12 | 3.17 | | 2001 | | | 6.86 | 15.92 | -9.06 | | 2000 | | | 18.96 | 18.64 | 0.32 | | 1999 | | | 4.13 | 6.78 | -2.65 |
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| PAST QUARTERLY RETURNS (%) FOR
CSMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.81 | 19.36 | 20.59 | N/A | | 2008 | -5.39 | -3.85 | 3.92 | -24.09 | | 2007 | 2.49 | 4.07 | -4.64 | -4.27 | | 2006 | 12.79 | -3.26 | 1.17 | 8.06 | | 2005 | -3.07 | 1.94 | 5.52 | 0.97 | | 2004 | 7.42 | 1.79 | -1.16 | 13.65 | | 2003 | -7.74 | 19.22 | 8.98 | 16.30 | | 2002 | 9.78 | -4.72 | -16.70 | 6.79 | | 2001 | -5.43 | 11.05 | -13.42 | 17.52 | | 2000 | 1.86 | 2.33 | 9.80 | 3.95 | | 1999 | N/A | N/A | N/A | 10.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 256 | 361 | 70.91 | | 1-Month | 171 | 380 | 45.00 | | 3-Month | 271 | 377 | 71.88 | | 6-Month | 309 | 368 | 83.97 | | 1-Year | 206 | 358 | 57.54 | | 3-Year | 82 | 293 | 27.99 | | 5-Year | 56 | 233 | 24.03 |
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0.51% Nasdaq 
Performance
