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| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.99% | | 5-Year Average Return: | -2.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 39.24% | |
Worst 1-Yr Total Return (2008): | -50.57% | |
Best 3-Yr Total Return (2005-7): | 7.96% | |
Worst 3-Yr Total Return (2006-8): | -15.01% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHCGX | Category | Diff | Index* | Diff | | Year To Date | -4.99 | -4.87 | -0.12 | -3.60 | -1.39 | | 1-Month | -4.99 | -4.87 | -0.12 | -3.60 | -1.39 | | 3-Month | 3.62 | 3.82 | -0.2 | 4.16 | -0.54 | | 1-Year | 38.57 | 35.76 | 2.81 | 33.14 | 5.43 | | 3-Year | -10.37 | -5.20 | -5.17 | -7.24 | -3.13 | | 5-Year | -2.97 | 0.87 | -3.84 | 0.18 | -3.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.37 | 44.07 | 4.3 | 45.76 | 2.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.74 | -18.03 | -7.71 | -18.25 | -7.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHCGX | Category | Diff | | 2009 | | | 39.24 | 35.68 | 3.56 | | 2008 | | | -50.57 | -40.67 | -9.90 | | 2007 | | | 15.86 | 13.35 | 2.51 | | 2006 | | | 7.22 | 7.05 | 0.17 | | 2005 | | | 1.30 | 6.71 | -5.41 | | 2004 | | | 10.71 | 7.81 | 2.90 | | 2003 | | | 42.42 | 28.66 | 13.76 | | 2002 | | | -23.92 | -27.64 | 3.72 | | 2001 | | | -12.72 | -22.30 | 9.58 | | 2000 | | | 6.36 | -13.05 | 19.41 |
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| PAST QUARTERLY RETURNS (%) FOR
CHCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.72 | 19.75 | 13.64 | 5.17 | | 2008 | -12.13 | 0.11 | -15.88 | -33.20 | | 2007 | 5.20 | 4.16 | 5.21 | 0.49 | | 2006 | 4.14 | -4.26 | 2.96 | 4.44 | | 2005 | -4.37 | 2.53 | 3.01 | 0.30 | | 2004 | 4.57 | 0.37 | -6.22 | 12.48 | | 2003 | -0.37 | 18.86 | 8.09 | 11.26 | | 2002 | -2.41 | -14.50 | -14.25 | 6.33 | | 2001 | -9.32 | 3.88 | -21.56 | 18.13 | | 2000 | 13.14 | 3.67 | 6.52 | -14.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1411 | 1882 | 74.97 | | 1-Month | 1618 | 1882 | 85.97 | | 3-Month | 1232 | 1867 | 65.99 | | 6-Month | 1692 | 1860 | 90.97 | | 1-Year | 629 | 1787 | 35.20 | | 3-Year | 1290 | 1545 | 83.50 | | 5-Year | 1061 | 1265 | 83.87 |
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1.52% Nasdaq 0.00%
Performance
