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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.43% | | 5-Year Average Return: | 0.20% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 40.98% | |
Worst 1-Yr Total Return (2008): | -42.60% | |
Best 3-Yr Total Return (2004-6): | 28.85% | |
Worst 3-Yr Total Return (2006-8): | -14.74% |
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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 | CSSPX | Category | Diff | Index* | Diff | | Year To Date | 28.43 | 29.96 | -1.53 | 27.36 | 1.07 | | 1-Month | -3.04 | -1.74 | -1.3 | -1.25 | -1.79 | | 3-Month | 10.68 | 10.81 | -0.13 | 8.10 | 2.58 | | 1-Year | 19.08 | 21.38 | -2.3 | 27.71 | -8.63 | | 3-Year | -14.87 | -11.59 | -3.28 | -5.22 | -9.65 | | 5-Year | 0.20 | 2.36 | -2.16 | 5.10 | -4.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 88.21 | 75.03 | 13.18 | 59.35 | 28.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.80 | -15.39 | -3.41 | -14.95 | -3.85 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSSPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.60 | -46.63 | 4.03 | | 2007 | | | -18.58 | -7.68 | -10.90 | | 2006 | | | 32.62 | 39.00 | -6.38 | | 2005 | | | 14.41 | 13.40 | 1.01 | | 2004 | | | 40.98 | 35.79 | 5.19 | | 2003 | | | 46.89 | 41.26 | 5.63 | | 2002 | | | 7.71 | 5.60 | 2.11 | | 2001 | | | 4.35 | 7.01 | -2.66 | | 2000 | | | 3.38 | 19.66 | -16.28 | | 1999 | | | 28.76 | -0.11 | 28.87 |
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| PAST QUARTERLY RETURNS (%) FOR
CSSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -23.09 | 36.08 | 26.55 | N/A | | 2008 | -3.50 | -7.72 | -6.66 | -30.94 | | 2007 | 1.68 | -7.87 | -1.20 | -12.03 | | 2006 | 12.46 | -1.11 | 9.99 | 8.42 | | 2005 | -5.49 | 14.49 | 3.92 | 1.75 | | 2004 | 12.48 | -1.32 | 8.50 | 17.06 | | 2003 | 0.29 | 18.97 | 11.40 | 10.51 | | 2002 | 11.46 | 5.78 | -10.04 | 1.55 | | 2001 | 3.80 | 4.88 | -7.43 | 3.55 | | 2000 | -6.20 | -7.57 | 14.27 | 4.35 | | 1999 | N/A | N/A | N/A | 29.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 81 | 154 | 52.60 | | 1-Month | 142 | 162 | 87.65 | | 3-Month | 117 | 159 | 73.58 | | 6-Month | 75 | 158 | 47.47 | | 1-Year | 49 | 151 | 32.45 | | 3-Year | 65 | 78 | 83.33 | | 5-Year | 17 | 26 | 65.38 |
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