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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.41% | | 5-Year Average Return: | 1.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.46% | |
Worst 1-Yr Total Return (2008): | -35.99% | |
Best 3-Yr Total Return (2004-6): | 13.19% | |
Worst 3-Yr Total Return (2006-8): | -8.08% |
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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 | CSWVX | Category | Diff | Index* | Diff | | Year To Date | 24.41 | 21.73 | 2.68 | 24.07 | 0.34 | | 1-Month | 4.70 | 5.16 | -0.46 | 6.00 | -1.3 | | 3-Month | 6.53 | 6.45 | 0.08 | 7.91 | -1.38 | | 1-Year | 32.34 | 24.67 | 7.67 | 25.39 | 6.95 | | 3-Year | -6.18 | -7.33 | 1.15 | -5.79 | -0.39 | | 5-Year | 1.51 | 0.27 | 1.24 | 0.71 | 0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.14 | 47.53 | 6.61 | 45.76 | 8.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.38 | -16.99 | 3.61 | -18.25 | 4.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSWVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.99 | -37.09 | 1.10 | | 2007 | | | 1.57 | 1.42 | 0.15 | | 2006 | | | 19.46 | 18.15 | 1.31 | | 2005 | | | 8.40 | 5.95 | 2.45 | | 2004 | | | 12.00 | 12.97 | -0.97 | | 2003 | | | 24.32 | 28.44 | -4.12 | | 2002 | | | -15.76 | -18.69 | 2.93 | | 2001 | | | -6.62 | -4.99 | -1.63 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSWVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.62 | 18.06 | 17.89 | N/A | | 2008 | -10.55 | -4.73 | -6.12 | -19.99 | | 2007 | 0.82 | 5.13 | -0.14 | -4.04 | | 2006 | 3.27 | 1.01 | 6.53 | 7.49 | | 2005 | 1.39 | 1.56 | 4.22 | 1.01 | | 2004 | 0.45 | 2.72 | -0.44 | 9.02 | | 2003 | -4.07 | 13.49 | 1.52 | 12.48 | | 2002 | 2.70 | -8.65 | -14.68 | 5.24 | | 2001 | -6.30 | 2.96 | -10.35 | 7.97 | | 2000 | N/A | N/A | N/A | 7.27 | | 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 | 349 | 1293 | 26.99 | | 1-Month | 374 | 1338 | 27.95 | | 3-Month | 611 | 1329 | 45.97 | | 6-Month | 488 | 1320 | 36.97 | | 1-Year | 159 | 1280 | 12.42 | | 3-Year | 291 | 1088 | 26.75 | | 5-Year | 170 | 917 | 18.54 |
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0.20% Nasdaq 
Performance
