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 Dow Down0.52% Nasdaq Down1.11%

CNI Charter Socially Rspnb Eq Instl (AHSRX)

12.15 Up 0.02(0.16%) May 21


Performance Overview as of Feb 27, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:6.71%
5-Year Average Return:3.00%
Number of Years Up:4
Number of Years Down:3
Best 1 Yr Total Return (2009-12-31):23.07%
Worst 1 Yr Total Return (2008-12-31):-34.58%
Best 3-Yr Total Return (N/A):11.35%
Worst 3-Yr Total Return (N/A):-8.93%
Load Adjusted Returns 
1-Year:12.60%
3-Year:9.96%
5-Year:3.00%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnAHSRXCategoryDiffIndex*Diff
Year To Date6.71N/AN/AN/AN/A
1-Month1.67N/AN/AN/AN/A
3-Month8.59N/AN/AN/AN/A
1-Year12.60N/AN/AN/AN/A
3-Year9.96N/AN/AN/AN/A
5-Year3.00N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)20.30N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.02N/AN/AN/AN/A
Annual Total Return (%) History () 
YearAHSRXCategoryDiff
2013N/AN/AN/A
2012
 
11.98N/AN/A
2011
 
-1.55N/AN/A
2010
 
13.96N/AN/A
2009
 
23.07N/AN/A
2008
 
-34.58N/AN/A
2007
 
-0.01N/AN/A
2006
 
15.48N/AN/A
2005N/AN/AN/A
Past Quarterly Returns (%) for AHSRX 
Q1Q2Q3Q4
201311.01N/AN/AN/A
20129.16-4.034.112.68
20115.55-0.17-16.2311.53
20105.62-7.617.019.13
2009-15.0218.4717.643.92
2008-7.602.25-6.72-25.78
20070.576.33-1.60-4.97
20064.23-0.182.548.24
20051.726.200.95N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date38N/A
1-Month15N/A
3-Month25N/A
6-Month16N/A
1-Year41N/A
3-Year78N/A
5-Year71N/A