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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.47% | | 5-Year Average Return: | -1.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.38% | |
Worst 1-Yr Total Return (2008): | -40.04% | |
Best 3-Yr Total Return (2004-6): | 7.34% | |
Worst 3-Yr Total Return (2006-8): | -11.83% |
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| 1-Year: | -10.28% | | 3-Year: | -7.90% | | 5-Year: | -1.40% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSXAX | Category | Diff | Index* | Diff | | Year To Date | 23.47 | 24.15 | -0.68 | 17.05 | 6.42 | | 1-Month | -2.37 | -2.25 | -0.12 | -1.86 | -0.51 | | 3-Month | 5.69 | 4.52 | 1.17 | 5.48 | 0.21 | | 1-Year | 13.09 | 15.35 | -2.26 | 9.80 | 3.29 | | 3-Year | -8.06 | -4.95 | -3.11 | -7.02 | -1.04 | | 5-Year | -1.25 | 0.99 | -2.24 | 0.33 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.24 | 42.81 | 10.43 | 45.76 | 7.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.33 | -17.14 | -0.19 | -18.25 | 0.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSXAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.04 | -40.67 | 0.63 | | 2007 | | | 2.65 | 13.35 | -10.70 | | 2006 | | | 11.38 | 7.05 | 4.33 | | 2005 | | | 3.07 | 6.71 | -3.64 | | 2004 | | | 7.74 | 7.81 | -0.07 | | 2003 | | | 29.56 | 28.66 | 0.90 | | 2002 | | | -24.68 | -27.64 | 2.96 | | 2001 | | | -14.17 | -22.30 | 8.13 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSXAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.00 | 18.19 | 17.58 | N/A | | 2008 | -10.41 | -4.99 | -5.43 | -25.52 | | 2007 | -0.08 | 5.33 | 1.71 | -4.11 | | 2006 | 3.63 | -3.67 | 5.89 | 5.37 | | 2005 | -5.13 | 1.86 | 3.29 | 3.25 | | 2004 | 1.13 | 1.49 | -4.14 | 9.50 | | 2003 | -2.68 | 16.13 | 2.80 | 11.51 | | 2002 | -1.73 | -15.32 | -17.76 | 10.07 | | 2001 | -14.36 | 6.75 | -17.34 | 13.58 | | 2000 | N/A | N/A | -1.47 | -13.07 | | 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 | 919 | 1802 | 51.00 | | 1-Month | 1341 | 1890 | 70.95 | | 3-Month | 1111 | 1884 | 58.97 | | 6-Month | 274 | 1827 | 15.00 | | 1-Year | 833 | 1797 | 46.36 | | 3-Year | 1104 | 1518 | 72.73 | | 5-Year | 915 | 1251 | 73.14 |
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0.83% Nasdaq 
Performance
