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Saturday, December 5, 2009, 7:51PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

Chase Growth Substantial Investor (CHAIX)

On Dec 4: 15.35   0.02 (0.13%)

MORE ON CHAIX

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Year to Date Return: 4.21% 5-Year Average Return: 0.27% Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -33.31% Worst 1-Yr Total Return (2008): -33.31% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return CHAIX Category Diff Index* Diff Year To Date 4.21 24.15 -19.94 17.05 -12.84 1-Month -2.38 -2.25 -0.13 -1.86 -0.52 3-Month -0.14 4.52 -4.66 5.48 -5.62 1-Year -3.18 15.35 -18.53 9.80 -12.98 3-Year -5.68 -4.95 -0.73 -7.02 1.34 5-Year 0.27 0.99 -0.72 0.33 -0.06 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 21.65 42.81 -21.16 45.76 -24.11 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -23.91 -17.14 -6.77 -18.25 -5.66 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year CHAIX Category Diff 2009 N/A N/A N/A 2008 -33.31 -40.67 7.36 2007 N/A 13.35 N/A 2006 N/A 7.05 N/A 2005 N/A 6.71 N/A 2004 N/A 7.81 N/A 2003 N/A 28.66 N/A 2002 N/A -27.64 N/A 2001 N/A -22.30 N/A 2000 N/A -13.05 N/A 1999 N/A 38.87 N/A PAST QUARTERLY RETURNS (%) FOR CHAIX   Q1 Q2 Q3 Q4 2009 -7.76 7.23 7.92 N/A 2008 -8.89 0.90 -9.68 -19.68 2007 N/A 5.15 9.94 2.75 2006 N/A N/A N/A N/A 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 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 1783 1802 98.95 1-Month 245 1890 12.96 3-Month 1770 1884 93.95 6-Month 1808 1827 98.96 1-Year 1481 1797 82.42 3-Year 1518 N/A 5-Year 1251 N/A
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