|
| Morningstar Return Rating: | Average | | Year to Date Return: | 9.12% | | 5-Year Average Return: | 3.44% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.07% | |
Worst 1-Yr Total Return (2008): | -37.35% | |
Best 3-Yr Total Return (2005-7): | 18.03% | |
Worst 3-Yr Total Return (2006-8): | -2.92% |
|
| 1-Year: | -4.98% | | 3-Year: | -2.28% | | 5-Year: | 4.73% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSUBX | Category | Diff | Index* | Diff | | Year To Date | 9.12 | 25.91 | -16.79 | 27.36 | -18.24 | | 1-Month | -3.77 | -2.31 | -1.46 | -1.25 | -2.52 | | 3-Month | 5.51 | 5.52 | -0.01 | 8.10 | -2.59 | | 1-Year | 13.07 | 22.45 | -9.38 | 27.71 | -14.64 | | 3-Year | -4.46 | -5.03 | 0.57 | -5.22 | 0.76 | | 5-Year | 3.44 | 3.41 | 0.03 | 5.10 | -1.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.64 | 50.04 | -13.4 | 59.35 | -22.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.32 | -12.42 | -6.9 | -14.95 | -4.37 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSUBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.35 | -41.91 | 4.56 | | 2007 | | | 23.07 | 11.28 | 11.79 | | 2006 | | | 18.66 | 19.72 | -1.06 | | 2005 | | | 12.59 | 11.61 | 0.98 | | 2004 | | | N/A | 15.27 | N/A | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CSUBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.23 | 15.50 | 15.81 | N/A | | 2008 | -11.91 | 0.22 | -19.45 | -11.90 | | 2007 | 9.07 | 3.35 | 1.65 | 7.41 | | 2006 | -0.96 | 3.84 | 5.63 | 9.23 | | 2005 | 2.65 | 8.09 | 7.32 | -5.45 | | 2004 | N/A | N/A | 5.36 | 9.48 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 743 | 767 | 96.87 | | 1-Month | 590 | 844 | 69.91 | | 3-Month | 282 | 830 | 33.98 | | 6-Month | 692 | 787 | 87.93 | | 1-Year | 535 | 741 | 72.20 | | 3-Year | 184 | 530 | 34.72 | | 5-Year | 169 | 434 | 38.94 |
|
|
|
|
|
0.04% Nasdaq 
Performance
