|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.80% | | 5-Year Average Return: | 1.87% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 38.78% | |
Worst 1-Yr Total Return (2008): | -34.42% | |
Best 3-Yr Total Return (2004-6): | 29.73% | |
Worst 3-Yr Total Return (2006-8): | -9.92% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSRIX | Category | Diff | Index* | Diff | | Year To Date | 23.80 | 22.99 | 0.81 | 24.07 | -0.27 | | 1-Month | 7.17 | 6.66 | 0.51 | 6.00 | 1.17 | | 3-Month | 9.34 | 8.82 | 0.52 | 7.91 | 1.43 | | 1-Year | 42.18 | 42.04 | 0.14 | 25.39 | 16.79 | | 3-Year | -13.33 | -15.72 | 2.39 | -5.79 | -7.54 | | 5-Year | 1.87 | -1.07 | 2.94 | 0.71 | 1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.58 | 78.85 | 4.73 | 45.76 | 37.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.82 | -30.70 | 2.88 | -18.25 | -9.57 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.42 | -39.55 | 5.13 | | 2007 | | | -18.72 | -14.66 | -4.06 | | 2006 | | | 37.15 | 33.58 | 3.57 | | 2005 | | | 14.71 | 11.51 | 3.20 | | 2004 | | | 38.78 | 32.02 | 6.76 | | 2003 | | | 38.04 | 36.80 | 1.24 | | 2002 | | | 3.06 | 4.54 | -1.48 | | 2001 | | | 6.02 | 10.00 | -3.98 | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CSRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -30.72 | 29.53 | 35.85 | N/A | | 2008 | 3.21 | -5.34 | 4.31 | -35.65 | | 2007 | 2.41 | -8.96 | 2.40 | -14.86 | | 2006 | 15.00 | -0.41 | 9.06 | 9.79 | | 2005 | -7.05 | 15.23 | 3.96 | 3.02 | | 2004 | 11.97 | -4.14 | 9.76 | 17.80 | | 2003 | 0.44 | 13.48 | 10.04 | 10.05 | | 2002 | 8.37 | 4.63 | -8.90 | -0.22 | | 2001 | -2.70 | 10.04 | -4.27 | 3.43 | | 2000 | N/A | 8.10 | 10.89 | 4.22 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 53 | 267 | 19.85 | | 1-Month | 76 | 282 | 26.95 | | 3-Month | 121 | 276 | 43.84 | | 6-Month | 56 | 270 | 20.74 | | 1-Year | 52 | 265 | 19.62 | | 3-Year | 18 | 228 | 7.89 | | 5-Year | 12 | 201 | 5.97 |
|
|
|
|
|
0.01% Nasdaq 
Performance
