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| Morningstar Return Rating: | Average | | Year to Date Return: | 46.87% | | 5-Year Average Return: | 3.53% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.71% | |
Worst 1-Yr Total Return (2008): | -25.52% | |
Best 3-Yr Total Return (2004-6): | 7.10% | |
Worst 3-Yr Total Return (2006-8): | -7.53% |
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| 1-Year: | 10.83% | | 3-Year: | 1.88% | | 5-Year: | 3.61% | | 10-Year: | 4.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHOBX | Category | Diff | Index* | Diff | | Year To Date | 46.87 | 42.53 | 4.34 | 7.61 | 39.26 | | 1-Month | 1.09 | 1.09 | 0 | 1.29 | -0.2 | | 3-Month | 8.27 | 7.76 | 0.51 | 2.86 | 5.41 | | 1-Year | 56.12 | 48.90 | 7.22 | 11.63 | 44.49 | | 3-Year | 2.31 | 2.47 | -0.16 | 6.40 | -4.09 | | 5-Year | 3.53 | 4.02 | -0.49 | 5.49 | -1.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.05 | 35.54 | 5.51 | 7.06 | 33.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.62 | 0.71 | 0.91 | 7.94 | -6.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.52 | -26.41 | 0.89 | | 2007 | | | -3.17 | 1.47 | -4.64 | | 2006 | | | 9.65 | 10.14 | -0.49 | | 2005 | | | 1.19 | 2.59 | -1.40 | | 2004 | | | 10.71 | 9.99 | 0.72 | | 2003 | | | 21.58 | 24.36 | -2.78 | | 2002 | | | 0.87 | -1.52 | 2.39 | | 2001 | | | 5.45 | 2.39 | 3.06 | | 2000 | | | -5.44 | -7.12 | 1.68 | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CHOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.09 | 21.14 | 13.36 | N/A | | 2008 | -1.14 | 1.51 | -7.62 | -19.67 | | 2007 | 2.77 | 0.09 | -0.42 | -5.47 | | 2006 | 2.35 | -0.37 | 3.27 | 4.12 | | 2005 | -1.79 | 0.72 | 1.33 | 0.94 | | 2004 | 2.11 | -0.29 | 4.18 | 4.38 | | 2003 | 5.60 | 7.12 | 2.33 | 5.03 | | 2002 | 2.06 | -3.26 | -2.84 | 5.15 | | 2001 | 6.26 | -1.62 | -5.86 | 7.14 | | 2000 | -2.25 | 1.23 | -0.08 | -4.35 | | 1999 | N/A | N/A | N/A | 2.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 157 | 543 | 28.91 | | 1-Month | 120 | 574 | 20.91 | | 3-Month | 171 | 571 | 29.95 | | 6-Month | 223 | 559 | 39.89 | | 1-Year | 77 | 543 | 14.18 | | 3-Year | 270 | 467 | 57.82 | | 5-Year | 258 | 403 | 64.02 |
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0.20% Nasdaq 
Performance
