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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.17% | | 5-Year Average Return: | 3.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.47% | |
Worst 1-Yr Total Return (2008): | -28.95% | |
Best 3-Yr Total Return (2004-6): | 9.09% | |
Worst 3-Yr Total Return (2006-8): | -4.08% |
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| 1-Year: | -5.95% | | 3-Year: | -1.12% | | 5-Year: | 3.61% | | 10-Year: | -0.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCHTX | Category | Diff | Index* | Diff | | Year To Date | 21.17 | 18.65 | 2.52 | 17.05 | 4.12 | | 1-Month | -1.66 | -2.18 | 0.52 | -1.86 | 0.2 | | 3-Month | 5.91 | 5.08 | 0.83 | 5.48 | 0.43 | | 1-Year | 14.36 | 11.86 | 2.5 | 9.80 | 4.56 | | 3-Year | -1.42 | -6.78 | 5.36 | -7.02 | 5.6 | | 5-Year | 3.39 | 0.49 | 2.9 | 0.33 | 3.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.42 | 45.26 | -0.84 | 45.76 | -1.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.24 | -15.99 | 3.75 | -18.25 | 6.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCHTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.95 | -37.79 | 8.84 | | 2007 | | | 7.56 | 6.16 | 1.40 | | 2006 | | | 15.47 | 14.17 | 1.30 | | 2005 | | | 4.14 | 5.88 | -1.74 | | 2004 | | | 7.97 | 10.02 | -2.05 | | 2003 | | | 23.09 | 27.05 | -3.96 | | 2002 | | | -16.71 | -22.25 | 5.54 | | 2001 | | | -23.61 | -13.50 | -10.11 | | 2000 | | | -15.33 | -6.31 | -9.02 | | 1999 | | | 32.82 | 20.16 | 12.66 |
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| PAST QUARTERLY RETURNS (%) FOR
BCHTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.83 | 16.31 | 14.94 | N/A | | 2008 | -6.13 | -0.94 | -4.89 | -19.66 | | 2007 | 1.83 | 6.65 | 1.12 | -2.05 | | 2006 | 5.54 | -2.07 | 5.59 | 5.81 | | 2005 | -0.89 | -0.66 | 3.63 | 2.07 | | 2004 | 0.18 | 3.41 | -2.79 | 7.22 | | 2003 | -5.29 | 15.03 | 2.28 | 10.45 | | 2002 | 0.90 | -8.73 | -14.63 | 5.94 | | 2001 | -20.59 | 7.87 | -21.88 | 14.15 | | 2000 | 8.12 | -6.80 | 0.65 | -16.52 | | 1999 | N/A | N/A | N/A | 22.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 764 | 2013 | 37.95 | | 1-Month | 1266 | 2110 | 60.00 | | 3-Month | 1212 | 2090 | 57.99 | | 6-Month | 1618 | 2049 | 78.97 | | 1-Year | 681 | 1999 | 34.07 | | 3-Year | 41 | 1694 | 2.42 | | 5-Year | 59 | 1352 | 4.36 |
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0.36% Nasdaq 
0.11 (0.77%) 
Performance
