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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.17% | | 5-Year Average Return: | 0.14% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.87% | |
Worst 1-Yr Total Return (2008): | -28.77% | |
Best 3-Yr Total Return (2004-6): | 14.67% | |
Worst 3-Yr Total Return (2006-8): | -6.60% |
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| 1-Year: | -12.93% | | 3-Year: | -4.39% | | 5-Year: | 2.80% | | 10-Year: | 8.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSSBX | Category | Diff | Index* | Diff | | Year To Date | 15.17 | 22.92 | -7.75 | 24.07 | -8.9 | | 1-Month | 0.88 | 2.83 | -1.95 | 6.00 | -5.12 | | 3-Month | 0.66 | 2.63 | -1.97 | 7.91 | -7.25 | | 1-Year | 21.46 | 29.66 | -8.2 | 25.39 | -3.93 | | 3-Year | -7.22 | -8.12 | 0.9 | -5.79 | -1.43 | | 5-Year | 0.14 | -0.18 | 0.32 | 0.71 | -0.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.51 | 63.44 | -6.93 | 45.76 | 10.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.74 | -16.13 | -1.61 | -18.25 | 0.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.77 | -32.24 | 3.47 | | 2007 | | | -3.35 | -6.08 | 2.73 | | 2006 | | | 18.37 | 16.27 | 2.10 | | 2005 | | | 4.51 | 6.40 | -1.89 | | 2004 | | | 21.87 | 21.14 | 0.73 | | 2003 | | | 38.39 | 42.38 | -3.99 | | 2002 | | | -7.68 | -10.12 | 2.44 | | 2001 | | | 5.92 | 15.92 | -10.00 | | 2000 | | | 18.11 | 18.64 | -0.53 | | 1999 | | | 3.36 | 6.78 | -3.42 |
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| PAST QUARTERLY RETURNS (%) FOR
CSSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.96 | 19.14 | 20.33 | N/A | | 2008 | -5.58 | -4.01 | 3.73 | -24.24 | | 2007 | 2.32 | 3.87 | -4.81 | -4.47 | | 2006 | 12.57 | -3.45 | 0.98 | 7.85 | | 2005 | -3.21 | 1.74 | 5.32 | 0.78 | | 2004 | 7.21 | 1.59 | -1.36 | 13.43 | | 2003 | -7.89 | 18.95 | 8.80 | 16.10 | | 2002 | 9.54 | -4.88 | -16.87 | 6.58 | | 2001 | -5.63 | 10.70 | -13.59 | 17.34 | | 2000 | 1.69 | 2.10 | 9.60 | 3.79 | | 1999 | N/A | N/A | N/A | 10.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 267 | 361 | 73.96 | | 1-Month | 178 | 380 | 46.84 | | 3-Month | 271 | 377 | 71.88 | | 6-Month | 320 | 368 | 86.96 | | 1-Year | 219 | 358 | 61.17 | | 3-Year | 101 | 293 | 34.47 | | 5-Year | 87 | 233 | 37.34 |
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0.51% Nasdaq 
Performance
