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| Morningstar Return Rating: | High | | Year to Date Return: | 15.25% | | 5-Year Average Return: | 1.27% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 38.48% | |
Worst 1-Yr Total Return (2008): | -34.40% | |
Best 3-Yr Total Return (2004-6): | 29.69% | |
Worst 3-Yr Total Return (2006-8): | -10.08% |
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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 | CSRSX | Category | Diff | Index* | Diff | | Year To Date | 15.25 | 15.25 | 0 | 17.05 | -1.8 | | 1-Month | -5.26 | -4.31 | -0.95 | -1.86 | -3.4 | | 3-Month | 15.98 | 15.19 | 0.79 | 5.48 | 10.5 | | 1-Year | 6.31 | 2.82 | 3.49 | 9.80 | -3.49 | | 3-Year | -14.20 | -16.35 | 2.15 | -7.02 | -7.18 | | 5-Year | 1.27 | -1.54 | 2.81 | 0.33 | 0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.92 | 77.87 | 6.05 | 45.76 | 38.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.53 | -29.96 | 2.43 | -18.25 | -9.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSRSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.40 | -39.55 | 5.15 | | 2007 | | | -19.19 | -14.66 | -4.53 | | 2006 | | | 37.13 | 33.58 | 3.55 | | 2005 | | | 14.88 | 11.51 | 3.37 | | 2004 | | | 38.48 | 32.02 | 6.46 | | 2003 | | | 38.09 | 36.80 | 1.29 | | 2002 | | | 2.79 | 4.54 | -1.75 | | 2001 | | | 5.70 | 10.00 | -4.30 | | 2000 | | | 26.63 | 27.02 | -0.39 | | 1999 | | | 2.68 | -2.76 | 5.44 |
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| PAST QUARTERLY RETURNS (%) FOR
CSRSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -30.73 | 29.64 | 35.47 | N/A | | 2008 | 2.70 | -5.17 | 4.24 | -35.39 | | 2007 | 2.17 | -9.07 | 2.28 | -14.96 | | 2006 | 15.14 | -0.51 | 9.07 | 9.76 | | 2005 | -7.02 | 15.30 | 4.01 | 3.03 | | 2004 | 11.95 | -4.05 | 9.65 | 17.57 | | 2003 | 0.48 | 13.58 | 9.98 | 10.03 | | 2002 | 8.25 | 4.58 | -8.82 | -0.42 | | 2001 | -2.61 | 9.80 | -4.28 | 3.27 | | 2000 | 1.35 | 8.22 | 10.87 | 4.13 | | 1999 | N/A | N/A | N/A | 4.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 65 | 272 | 23.90 | | 1-Month | 238 | 287 | 82.93 | | 3-Month | 180 | 278 | 64.75 | | 6-Month | 96 | 275 | 34.91 | | 1-Year | 34 | 268 | 12.69 | | 3-Year | 29 | 232 | 12.50 | | 5-Year | 23 | 204 | 11.27 |
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0.34% Nasdaq 
Performance
