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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.01% | | 5-Year Average Return: | -1.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.19% | |
Worst 1-Yr Total Return (2008): | -40.59% | |
Best 3-Yr Total Return (2004-6): | 6.25% | |
Worst 3-Yr Total Return (2006-8): | -12.70% |
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| 1-Year: | -11.31% | | 3-Year: | -8.54% | | 5-Year: | -1.80% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSXBX | Category | Diff | Index* | Diff | | Year To Date | 29.01 | 31.20 | -2.19 | 24.07 | 4.94 | | 1-Month | 5.40 | 5.67 | -0.27 | 6.00 | -0.6 | | 3-Month | 6.94 | 8.18 | -1.24 | 7.91 | -0.97 | | 1-Year | 30.49 | 34.04 | -3.55 | 25.39 | 5.1 | | 3-Year | -7.78 | -3.89 | -3.89 | -5.79 | -1.99 | | 5-Year | -1.91 | 1.25 | -3.16 | 0.71 | -2.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.21 | 43.84 | 8.37 | 45.76 | 6.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.13 | -18.03 | -0.1 | -18.25 | 0.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.59 | -40.67 | 0.08 | | 2007 | | | 1.64 | 13.35 | -11.71 | | 2006 | | | 10.19 | 7.05 | 3.14 | | 2005 | | | 2.10 | 6.71 | -4.61 | | 2004 | | | 6.63 | 7.81 | -1.18 | | 2003 | | | 28.39 | 28.66 | -0.27 | | 2002 | | | -25.47 | -27.64 | 2.17 | | 2001 | | | -15.08 | -22.30 | 7.22 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.31 | 18.01 | 17.28 | N/A | | 2008 | -10.61 | -5.27 | -5.66 | -25.64 | | 2007 | -0.32 | 5.04 | 1.47 | -4.33 | | 2006 | 3.30 | -3.98 | 5.67 | 5.12 | | 2005 | -5.38 | 1.64 | 3.03 | 3.04 | | 2004 | 0.78 | 1.25 | -4.38 | 9.28 | | 2003 | -2.85 | 15.84 | 2.54 | 11.27 | | 2002 | -1.93 | -15.59 | -17.91 | 9.68 | | 2001 | -14.61 | 6.50 | -17.53 | 13.23 | | 2000 | N/A | N/A | -1.47 | -13.34 | | 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 | 1072 | 1818 | 58.97 | | 1-Month | 743 | 1906 | 38.98 | | 3-Month | 1123 | 1904 | 58.98 | | 6-Month | 205 | 1866 | 10.99 | | 1-Year | 898 | 1815 | 49.48 | | 3-Year | 1200 | 1537 | 78.07 | | 5-Year | 1030 | 1273 | 80.91 |
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0.02% Nasdaq 0.00%
Performance
