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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.05% | | 5-Year Average Return: | -1.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.20% | |
Worst 1-Yr Total Return (2008): | -40.65% | |
Best 3-Yr Total Return (2004-6): | 6.26% | |
Worst 3-Yr Total Return (2006-8): | -12.72% |
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| 1-Year: | -7.73% | | 3-Year: | -7.32% | | 5-Year: | -1.43% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CSXCX | Category | Diff | Index* | Diff | | Year To Date | 29.05 | 31.20 | -2.15 | 24.07 | 4.98 | | 1-Month | 5.29 | 5.67 | -0.38 | 6.00 | -0.71 | | 3-Month | 6.82 | 8.18 | -1.36 | 7.91 | -1.09 | | 1-Year | 30.30 | 34.04 | -3.74 | 25.39 | 4.91 | | 3-Year | -7.80 | -3.89 | -3.91 | -5.79 | -2.01 | | 5-Year | -1.92 | 1.25 | -3.17 | 0.71 | -2.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.30 | 43.84 | 8.46 | 45.76 | 6.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.09 | -18.03 | -0.06 | -18.25 | 0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CSXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.65 | -40.67 | 0.02 | | 2007 | | | 1.64 | 13.35 | -11.71 | | 2006 | | | 10.20 | 7.05 | 3.15 | | 2005 | | | 2.10 | 6.71 | -4.61 | | 2004 | | | 6.64 | 7.81 | -1.17 | | 2003 | | | 28.43 | 28.66 | -0.23 | | 2002 | | | -25.49 | -27.64 | 2.15 | | 2001 | | | -15.02 | -22.30 | 7.28 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CSXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.19 | 18.01 | 17.15 | N/A | | 2008 | -10.62 | -5.18 | -5.66 | -25.76 | | 2007 | -0.32 | 5.04 | 1.47 | -4.34 | | 2006 | 3.31 | -3.89 | 5.58 | 5.13 | | 2005 | -5.38 | 1.64 | 3.04 | 3.04 | | 2004 | 0.78 | 1.25 | -4.29 | 9.18 | | 2003 | -2.86 | 15.86 | 2.54 | 11.28 | | 2002 | -2.03 | -15.52 | -17.93 | 9.69 | | 2001 | -14.63 | 6.51 | -17.56 | 13.36 | | 2000 | N/A | N/A | -1.60 | -13.31 | | 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 | 1054 | 1818 | 57.98 | | 1-Month | 743 | 1906 | 38.98 | | 3-Month | 1123 | 1904 | 58.98 | | 6-Month | 205 | 1866 | 10.99 | | 1-Year | 881 | 1815 | 48.54 | | 3-Year | 1198 | 1537 | 77.94 | | 5-Year | 1027 | 1273 | 80.68 |
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0.51% Nasdaq 
Performance
