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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.91% | | 5-Year Average Return: | -2.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.86% | |
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 | 34.91 | 31.20 | 3.71 | 24.07 | 10.84 | | 1-Month | 5.67 | 5.67 | 0 | 6.00 | -0.33 | | 3-Month | 4.44 | 8.18 | -3.74 | 7.91 | -3.47 | | 1-Year | 35.18 | 34.04 | 1.14 | 25.39 | 9.79 | | 3-Year | -8.00 | -3.89 | -4.11 | -5.79 | -2.21 | | 5-Year | -2.56 | 1.25 | -3.81 | 0.71 | -3.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.37 | 43.84 | 4.53 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 47.60 | 38.87 | 8.73 |
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| PAST QUARTERLY RETURNS (%) FOR
CHCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.72 | 19.75 | 13.64 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 36.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 490 | 1818 | 26.95 | | 1-Month | 1277 | 1906 | 67.00 | | 3-Month | 1751 | 1904 | 91.96 | | 6-Month | 1119 | 1866 | 59.97 | | 1-Year | 488 | 1815 | 26.89 | | 3-Year | 1213 | 1537 | 78.92 | | 5-Year | 1055 | 1273 | 82.88 |
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0.31% Nasdaq 
0.05%
Performance
