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| Morningstar Return Rating: | High | | Year to Date Return: | 21.69% | | 5-Year Average Return: | 3.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.04% | |
Worst 1-Yr Total Return (2008): | -28.62% | |
Best 3-Yr Total Return (2004-6): | 9.60% | |
Worst 3-Yr Total Return (2006-8): | -3.61% |
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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 | CHRRX | Category | Diff | Index* | Diff | | Year To Date | 21.69 | 18.65 | 3.04 | 17.05 | 4.64 | | 1-Month | -1.61 | -2.18 | 0.57 | -1.86 | 0.25 | | 3-Month | 6.10 | 5.08 | 1.02 | 5.48 | 0.62 | | 1-Year | 15.01 | 11.86 | 3.15 | 9.80 | 5.21 | | 3-Year | -0.93 | -6.78 | 5.85 | -7.02 | 6.09 | | 5-Year | 3.90 | 0.49 | 3.41 | 0.33 | 3.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.84 | 45.26 | -0.42 | 45.76 | -0.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.88 | -15.99 | 4.11 | -18.25 | 6.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.62 | -37.79 | 9.17 | | 2007 | | | 8.10 | 6.16 | 1.94 | | 2006 | | | 16.04 | 14.17 | 1.87 | | 2005 | | | 4.68 | 5.88 | -1.20 | | 2004 | | | 8.37 | 10.02 | -1.65 | | 2003 | | | 23.73 | 27.05 | -3.32 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CHRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.69 | 16.39 | 15.12 | N/A | | 2008 | -6.04 | -0.78 | -4.84 | -19.53 | | 2007 | 1.89 | 6.85 | 1.20 | -1.89 | | 2006 | 5.65 | -1.93 | 5.67 | 5.98 | | 2005 | -0.71 | -0.55 | 3.81 | 2.12 | | 2004 | 0.25 | 3.54 | -2.68 | 7.28 | | 2003 | -5.11 | 15.16 | 2.39 | 10.59 | | 2002 | N/A | N/A | -14.46 | 5.97 | | 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 | 704 | 2013 | 34.97 | | 1-Month | 1181 | 2110 | 55.97 | | 3-Month | 1149 | 2090 | 54.98 | | 6-Month | 1577 | 2049 | 76.96 | | 1-Year | 626 | 1999 | 31.32 | | 3-Year | 25 | 1694 | 1.48 | | 5-Year | 39 | 1352 | 2.88 |
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1.00% Nasdaq 
Performance
