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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.80% | | 5-Year Average Return: | -2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.23% | |
Worst 1-Yr Total Return (2008): | -48.52% | |
Best 3-Yr Total Return (2004-6): | 8.85% | |
Worst 3-Yr Total Return (2006-8): | -16.42% |
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| 1-Year: | -8.31% | | 3-Year: | -6.86% | | 5-Year: | -0.45% | | 10-Year: | -0.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHCLX | Category | Diff | Index* | Diff | | Year To Date | 34.80 | 31.59 | 3.21 | 24.07 | 10.73 | | 1-Month | 3.91 | 4.49 | -0.58 | 6.00 | -2.09 | | 3-Month | 3.91 | 6.16 | -2.25 | 7.91 | -4 | | 1-Year | 40.99 | 35.24 | 5.75 | 25.39 | 15.6 | | 3-Year | -9.06 | -5.04 | -4.02 | -5.79 | -3.27 | | 5-Year | -2.36 | 1.47 | -3.83 | 0.71 | -3.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.94 | 48.99 | 6.95 | 45.76 | 10.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.05 | -20.53 | -2.52 | -18.25 | -4.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHCLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.52 | -43.77 | -4.75 | | 2007 | | | 11.88 | 15.09 | -3.21 | | 2006 | | | 1.36 | 9.00 | -7.64 | | 2005 | | | 6.71 | 9.84 | -3.13 | | 2004 | | | 19.23 | 13.23 | 6.00 | | 2003 | | | 65.96 | 35.96 | 30.00 | | 2002 | | | -32.72 | -27.24 | -5.48 | | 2001 | | | -18.09 | -19.98 | 1.89 | | 2000 | | | -15.88 | -4.78 | -11.10 | | 1999 | | | 33.90 | 60.49 | -26.59 |
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| PAST QUARTERLY RETURNS (%) FOR
CHCLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.69 | 19.59 | 16.95 | N/A | | 2008 | -13.22 | -4.81 | -10.53 | -30.35 | | 2007 | 2.04 | 4.66 | 9.54 | -4.36 | | 2006 | 13.03 | -12.50 | -3.81 | 6.55 | | 2005 | -12.14 | 5.59 | 8.28 | 6.22 | | 2004 | 9.89 | -0.50 | -8.54 | 19.23 | | 2003 | 3.95 | 24.27 | 10.12 | 16.67 | | 2002 | -4.70 | -19.74 | -22.73 | 13.84 | | 2001 | -21.44 | 13.65 | -25.52 | 23.17 | | 2000 | -3.22 | -8.17 | 5.88 | -10.61 | | 1999 | N/A | N/A | N/A | 26.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 264 | 827 | 31.92 | | 1-Month | 396 | 881 | 44.95 | | 3-Month | 641 | 879 | 72.92 | | 6-Month | 439 | 862 | 50.93 | | 1-Year | 164 | 825 | 19.88 | | 3-Year | 507 | 734 | 69.07 | | 5-Year | 492 | 632 | 77.85 |
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0.51% Nasdaq 
Performance
