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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.76% | | 5-Year Average Return: | -2.39% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.93% | |
Worst 1-Yr Total Return (2008): | -35.74% | |
Best 3-Yr Total Return (2004-6): | 13.82% | |
Worst 3-Yr Total Return (2006-8): | -10.79% |
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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 | CSWCX | Category | Diff | Index* | Diff | | Year To Date | 12.76 | 22.72 | -9.96 | 24.07 | -11.31 | | 1-Month | 2.85 | 3.14 | -0.29 | 6.00 | -3.15 | | 3-Month | 1.08 | 3.09 | -2.01 | 7.91 | -6.83 | | 1-Year | 18.84 | 29.36 | -10.52 | 25.39 | -6.55 | | 3-Year | -10.60 | -8.14 | -2.46 | -5.79 | -4.81 | | 5-Year | -2.39 | -0.30 | -2.09 | 0.71 | -3.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.39 | 57.49 | -8.1 | 45.76 | 3.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.40 | -19.40 | -5 | -18.25 | -6.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.74 | -36.56 | 0.82 | | 2007 | | | -1.23 | -1.10 | -0.13 | | 2006 | | | 11.85 | 15.03 | -3.18 | | 2005 | | | 8.13 | 6.75 | 1.38 | | 2004 | | | 21.93 | 18.94 | 2.99 | | 2003 | | | 25.19 | 43.41 | -18.22 | | 2002 | | | -7.73 | -16.22 | 8.49 | | 2001 | | | 11.22 | 8.92 | 2.30 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.56 | 16.48 | 17.78 | N/A | | 2008 | -10.74 | 2.34 | -4.65 | -26.21 | | 2007 | 1.58 | 5.94 | -3.02 | -5.35 | | 2006 | 8.01 | -3.04 | 0.69 | 6.07 | | 2005 | 1.10 | 3.12 | 4.80 | -1.03 | | 2004 | 4.48 | 4.71 | 0.18 | 11.26 | | 2003 | -5.73 | 13.02 | 3.32 | 13.73 | | 2002 | 10.08 | -5.16 | -14.77 | 3.69 | | 2001 | -2.14 | 11.35 | -11.20 | 14.95 | | 2000 | N/A | N/A | N/A | 10.15 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 578 | 657 | 87.98 | | 1-Month | 88 | 679 | 12.96 | | 3-Month | 543 | 671 | 80.92 | | 6-Month | 510 | 663 | 76.92 | | 1-Year | 485 | 646 | 75.08 | | 3-Year | 359 | 573 | 62.65 | | 5-Year | 319 | 475 | 67.16 |
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1.01% Nasdaq 
0.07 (0.71%) 
Performance
