|
| Morningstar Return Rating: | High | | Year to Date Return: | 37.20% | | 5-Year Average Return: | 6.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.58% | |
Worst 1-Yr Total Return (2008): | -22.01% | |
Best 3-Yr Total Return (2004-6): | 9.98% | |
Worst 3-Yr Total Return (2006-8): | -2.44% |
|
| 1-Year: | 17.97% | | 3-Year: | 5.02% | | 5-Year: | 6.89% | | 10-Year: | 7.12% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CCHIX | Category | Diff | Index* | Diff | | Year To Date | 37.20 | 42.53 | -5.33 | 7.61 | 29.59 | | 1-Month | 0.73 | 1.09 | -0.36 | 1.29 | -0.56 | | 3-Month | 5.96 | 7.76 | -1.8 | 2.86 | 3.1 | | 1-Year | 44.06 | 48.90 | -4.84 | 11.63 | 32.43 | | 3-Year | 4.17 | 2.47 | 1.7 | 6.40 | -2.23 | | 5-Year | 6.52 | 4.02 | 2.5 | 5.49 | 1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.54 | 35.54 | -1 | 7.06 | 27.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.13 | 0.71 | 3.42 | 7.94 | -3.81 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.01 | -26.41 | 4.40 | | 2007 | | | 4.84 | 1.47 | 3.37 | | 2006 | | | 13.58 | 10.14 | 3.44 | | 2005 | | | 5.80 | 2.59 | 3.21 | | 2004 | | | 10.71 | 9.99 | 0.72 | | 2003 | | | 27.06 | 24.36 | 2.70 | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CCHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.50 | 18.54 | 11.30 | N/A | | 2008 | -2.32 | 1.18 | -10.31 | -12.03 | | 2007 | 2.68 | 0.56 | 1.35 | 0.18 | | 2006 | 3.23 | 1.27 | 3.74 | 4.73 | | 2005 | -2.19 | 2.96 | 2.42 | 2.58 | | 2004 | 4.27 | -2.84 | 4.09 | 4.99 | | 2003 | 5.62 | 10.91 | 0.70 | 7.71 | | 2002 | N/A | -4.31 | -5.02 | 8.10 | | 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 | 412 | 543 | 75.87 | | 1-Month | 332 | 574 | 57.84 | | 3-Month | 496 | 571 | 86.87 | | 6-Month | 463 | 559 | 82.83 | | 1-Year | 358 | 543 | 65.93 | | 3-Year | 99 | 467 | 21.20 | | 5-Year | 11 | 403 | 2.73 |
|
|
|
|
|