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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.97% | | 5-Year Average Return: | -2.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.53% | |
Worst 1-Yr Total Return (2008): | -48.31% | |
Best 3-Yr Total Return (2004-6): | 9.11% | |
Worst 3-Yr Total Return (2006-8): | -16.17% |
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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 | CHCYX | Category | Diff | Index* | Diff | | Year To Date | 34.97 | 31.59 | 3.38 | 24.07 | 10.9 | | 1-Month | 4.03 | 4.49 | -0.46 | 6.00 | -1.97 | | 3-Month | 4.03 | 6.16 | -2.13 | 7.91 | -3.88 | | 1-Year | 41.44 | 35.24 | 6.2 | 25.39 | 16.05 | | 3-Year | -8.81 | -5.04 | -3.77 | -5.79 | -3.02 | | 5-Year | -2.14 | 1.47 | -3.61 | 0.71 | -2.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.13 | 48.99 | 7.14 | 45.76 | 10.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.91 | -20.53 | -2.38 | -18.25 | -4.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHCYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 33.95 | 60.49 | -26.54 |
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| PAST QUARTERLY RETURNS (%) FOR
CHCYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.96 | 20.00 | 16.67 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 26.29 |
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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 | 440 | 881 | 49.94 | | 3-Month | 650 | 879 | 73.95 | | 6-Month | 439 | 862 | 50.93 | | 1-Year | 141 | 825 | 17.09 | | 3-Year | 499 | 734 | 67.98 | | 5-Year | 489 | 632 | 77.37 |
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0.02% Nasdaq 
Performance
