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| Morningstar Return Rating: | Below average | | Year to Date Return: | -6.01% | | 5-Year Average Return: | -2.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 45.41% | |
Worst 1-Yr Total Return (2008): | -48.88% | |
Best 3-Yr Total Return (2005-7): | 5.71% | |
Worst 3-Yr Total Return (2006-8): | -17.06% |
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| 1-Year: | 41.41% | | 3-Year: | -6.72% | | 5-Year: | -2.57% | | 10-Year: | -2.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHCBX | Category | Diff | Index* | Diff | | Year To Date | -6.01 | -4.57 | -1.44 | -3.60 | -2.41 | | 1-Month | -6.01 | -4.57 | -1.44 | -3.60 | -2.41 | | 3-Month | 6.46 | 5.39 | 1.07 | 4.16 | 2.3 | | 1-Year | 40.99 | 39.73 | 1.26 | 33.14 | 7.85 | | 3-Year | -8.55 | -5.54 | -3.01 | -7.24 | -1.31 | | 5-Year | -2.47 | 1.43 | -3.9 | 0.18 | -2.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.22 | 49.32 | 5.9 | 45.76 | 9.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.77 | -20.58 | -3.19 | -18.25 | -5.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHCBX | Category | Diff | | 2009 | | | 45.41 | 39.11 | 6.30 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
CHCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.18 | 19.64 | 16.42 | 6.73 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 737 | 857 | 86.00 | | 1-Month | 634 | 857 | 73.98 | | 3-Month | 246 | 851 | 28.91 | | 6-Month | 439 | 845 | 51.95 | | 1-Year | 296 | 804 | 36.82 | | 3-Year | 475 | 719 | 66.06 | | 5-Year | 478 | 622 | 76.85 |
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1.52% Nasdaq 0.00%
Performance
