|
| Morningstar Return Rating: | Low | | Year to Date Return: | 39.96% | | 5-Year Average Return: | -7.02% | | Number of Years Up: | 1 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 15.01% | |
Worst 1-Yr Total Return (2008): | -47.43% | |
Best 3-Yr Total Return (2005-7): | -4.15% | |
Worst 3-Yr Total Return (2006-8): | -20.30% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CYPIX | Category | Diff | Index* | Diff | | Year To Date | 39.96 | 32.50 | 7.46 | 24.07 | 15.89 | | 1-Month | 8.06 | 5.56 | 2.5 | 6.00 | 2.06 | | 3-Month | 11.61 | 7.35 | 4.26 | 7.91 | 3.7 | | 1-Year | 50.51 | 41.94 | 8.57 | 25.39 | 25.12 | | 3-Year | -14.03 | -9.12 | -4.91 | -5.79 | -8.24 | | 5-Year | -7.02 | -2.19 | -4.83 | 0.71 | -7.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.16 | 53.82 | 17.34 | 45.76 | 25.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.23 | -16.31 | -8.92 | -18.25 | -6.98 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CYPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.43 | -39.80 | -7.63 | | 2007 | | | -16.27 | -6.83 | -9.44 | | 2006 | | | 15.01 | 16.06 | -1.05 | | 2005 | | | -8.55 | -0.22 | -8.33 | | 2004 | | | N/A | 12.53 | N/A | | 2003 | | | N/A | 30.18 | N/A | | 2002 | | | N/A | -17.74 | N/A | | 2001 | | | N/A | -1.13 | N/A | | 2000 | | | N/A | -14.28 | N/A | | 1999 | | | N/A | 14.76 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CYPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.44 | 18.13 | 27.01 | N/A | | 2008 | -11.30 | -8.15 | -5.78 | -31.52 | | 2007 | 1.25 | 1.79 | -6.43 | -13.18 | | 2006 | 4.10 | -4.00 | 3.23 | 11.49 | | 2005 | -6.61 | -0.85 | -3.25 | 2.07 | | 2004 | N/A | -3.25 | -4.06 | 18.70 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 30 | 3.33 | | 1-Month | 0 | 30 | 0.00 | | 3-Month | 0 | 30 | 0.00 | | 6-Month | 0 | 30 | 0.00 | | 1-Year | 2 | 30 | 6.67 | | 3-Year | 24 | 29 | 82.76 | | 5-Year | 23 | 27 | 85.19 |
|
|
|
|
|