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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.01% | | 5-Year Average Return: | 1.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.89% | |
Worst 1-Yr Total Return (2008): | -29.38% | |
Best 3-Yr Total Return (2004-6): | 13.11% | |
Worst 3-Yr Total Return (2006-8): | -3.14% |
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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 | CHDEX | Category | Diff | Index* | Diff | | Year To Date | 11.01 | 21.73 | -10.72 | 24.07 | -13.06 | | 1-Month | 4.58 | 5.16 | -0.58 | 6.00 | -1.42 | | 3-Month | 6.58 | 6.45 | 0.13 | 7.91 | -1.33 | | 1-Year | 13.21 | 24.67 | -11.46 | 25.39 | -12.18 | | 3-Year | -5.36 | -7.33 | 1.97 | -5.79 | 0.43 | | 5-Year | 1.46 | 0.27 | 1.19 | 0.71 | 0.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.14 | 47.53 | -16.39 | 45.76 | -14.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.70 | -16.99 | -0.71 | -18.25 | 0.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHDEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.38 | -37.09 | 7.71 | | 2007 | | | 5.56 | 1.42 | 4.14 | | 2006 | | | 21.89 | 18.15 | 3.74 | | 2005 | | | 4.89 | 5.95 | -1.06 | | 2004 | | | 13.18 | 12.97 | 0.21 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CHDEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.73 | 12.23 | 11.03 | N/A | | 2008 | -8.32 | -4.01 | -2.03 | -18.09 | | 2007 | 0.57 | 5.79 | 1.96 | -2.69 | | 2006 | 6.87 | -0.13 | 6.34 | 7.39 | | 2005 | -1.92 | 2.00 | 4.07 | 0.74 | | 2004 | 3.73 | -1.00 | 2.45 | 7.59 | | 2003 | N/A | N/A | N/A | 13.05 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1215 | 1293 | 93.97 | | 1-Month | 254 | 1338 | 18.98 | | 3-Month | 146 | 1329 | 10.99 | | 6-Month | 1161 | 1320 | 87.95 | | 1-Year | 1054 | 1280 | 82.34 | | 3-Year | 190 | 1088 | 17.46 | | 5-Year | 157 | 917 | 17.12 |
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0.20% Nasdaq 
0.01 (0.09%) 
Performance
