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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.62% | | 5-Year Average Return: | -3.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.22% | |
Worst 1-Yr Total Return (2008): | -48.88% | |
Best 3-Yr Total Return (2004-6): | 7.94% | |
Worst 3-Yr Total Return (2006-8): | -17.06% |
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| 1-Year: | -8.96% | | 3-Year: | -6.80% | | 5-Year: | -0.43% | | 10-Year: | -0.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHCBX | Category | Diff | Index* | Diff | | Year To Date | 33.62 | 31.59 | 2.03 | 24.07 | 9.55 | | 1-Month | 4.08 | 4.49 | -0.41 | 6.00 | -1.92 | | 3-Month | 3.73 | 6.16 | -2.43 | 7.91 | -4.18 | | 1-Year | 39.73 | 35.24 | 4.49 | 25.39 | 14.34 | | 3-Year | -9.79 | -5.04 | -4.75 | -5.79 | -4 | | 5-Year | -3.17 | 1.47 | -4.64 | 0.71 | -3.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.22 | 48.99 | 6.23 | 45.76 | 9.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.77 | -20.53 | -3.24 | -18.25 | -5.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.88 | -43.77 | -5.11 | | 2007 | | | 11.05 | 15.09 | -4.04 | | 2006 | | | 0.49 | 9.00 | -8.51 | | 2005 | | | 5.85 | 9.84 | -3.99 | | 2004 | | | 18.22 | 13.23 | 4.99 | | 2003 | | | 64.46 | 35.96 | 28.50 | | 2002 | | | -33.41 | -27.24 | -6.17 | | 2001 | | | -18.83 | -19.98 | 1.15 | | 2000 | | | -16.43 | -4.78 | -11.65 | | 1999 | | | 32.63 | 60.49 | -27.86 |
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| PAST QUARTERLY RETURNS (%) FOR
CHCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.18 | 19.64 | 16.42 | N/A | | 2008 | -13.39 | -5.15 | -10.60 | -30.40 | | 2007 | 1.88 | 4.51 | 9.22 | -4.50 | | 2006 | 12.76 | -12.65 | -4.00 | 6.28 | | 2005 | -12.19 | 5.31 | 8.14 | 5.85 | | 2004 | 9.75 | -0.77 | -8.75 | 18.98 | | 2003 | 3.83 | 23.83 | 10.03 | 16.26 | | 2002 | -5.10 | -19.80 | -23.17 | 13.89 | | 2001 | -21.66 | 13.22 | -25.69 | 23.14 | | 2000 | -3.42 | -8.32 | 5.55 | -10.58 | | 1999 | N/A | N/A | N/A | 26.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 330 | 827 | 39.90 | | 1-Month | 378 | 881 | 42.91 | | 3-Month | 685 | 879 | 77.93 | | 6-Month | 491 | 862 | 56.96 | | 1-Year | 201 | 825 | 24.36 | | 3-Year | 539 | 734 | 73.43 | | 5-Year | 510 | 632 | 80.70 |
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0.51% Nasdaq 
Performance
