|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -5.78% | | 5-Year Average Return: | -1.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 47.06% | |
Worst 1-Yr Total Return (2008): | -48.31% | |
Best 3-Yr Total Return (2005-7): | 6.81% | |
Worst 3-Yr Total Return (2006-8): | -16.17% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHCYX | Category | Diff | Index* | Diff | | Year To Date | -5.78 | -4.57 | -1.21 | -3.60 | -2.18 | | 1-Month | -5.78 | -4.57 | -1.21 | -3.60 | -2.18 | | 3-Month | 6.80 | 5.39 | 1.41 | 4.16 | 2.64 | | 1-Year | 42.76 | 39.73 | 3.03 | 33.14 | 9.62 | | 3-Year | -7.51 | -5.54 | -1.97 | -7.24 | -0.27 | | 5-Year | -1.37 | 1.43 | -2.8 | 0.18 | -1.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.13 | 49.32 | 6.81 | 45.76 | 10.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.91 | -20.58 | -2.33 | -18.25 | -4.66 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHCYX | Category | Diff | | 2009 | | | 47.06 | 39.11 | 7.95 | | 2008 | | | -48.31 | -43.77 | -4.54 | | 2007 | | | 12.11 | 15.09 | -2.98 | | 2006 | | | 1.65 | 9.00 | -7.35 | | 2005 | | | 6.92 | 9.84 | -2.92 | | 2004 | | | 19.53 | 13.23 | 6.30 | | 2003 | | | 66.07 | 35.96 | 30.11 | | 2002 | | | -32.45 | -27.24 | -5.21 | | 2001 | | | -17.97 | -19.98 | 2.01 | | 2000 | | | -15.69 | -4.78 | -10.91 |
|
| PAST QUARTERLY RETURNS (%) FOR
CHCYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.96 | 20.00 | 16.67 | 7.14 | | 2008 | -13.18 | -4.86 | -10.22 | -30.30 | | 2007 | 2.16 | 4.71 | 9.46 | -4.25 | | 2006 | 13.10 | -12.40 | -3.73 | 6.58 | | 2005 | -12.10 | 5.68 | 8.31 | 6.27 | | 2004 | 9.95 | -0.49 | -8.43 | 19.31 | | 2003 | 3.90 | 24.57 | 9.98 | 16.67 | | 2002 | -4.46 | -19.53 | -22.96 | 14.04 | | 2001 | -21.46 | 13.77 | -25.51 | 23.25 | | 2000 | -3.07 | -8.26 | 6.01 | -10.55 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 711 | 857 | 82.96 | | 1-Month | 634 | 857 | 73.98 | | 3-Month | 195 | 851 | 22.91 | | 6-Month | 346 | 845 | 40.95 | | 1-Year | 258 | 804 | 32.09 | | 3-Year | 428 | 719 | 59.53 | | 5-Year | 429 | 622 | 68.97 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
