|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.66% | | 5-Year Average Return: | 1.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.12% | |
Worst 1-Yr Total Return (2008): | -22.86% | |
Best 3-Yr Total Return (2004-6): | 3.73% | |
Worst 3-Yr Total Return (2006-8): | -5.56% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHTAX | Category | Diff | Index* | Diff | | Year To Date | 17.66 | 18.16 | -0.5 | N/A | N/A | | 1-Month | -0.36 | -1.24 | 0.88 | N/A | N/A | | 3-Month | 4.47 | 4.71 | -0.24 | N/A | N/A | | 1-Year | 16.50 | 15.73 | 0.77 | N/A | N/A | | 3-Year | -1.07 | -2.66 | 1.59 | N/A | N/A | | 5-Year | 1.03 | 2.10 | -1.07 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.21 | 33.32 | -4.11 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.17 | -8.51 | 0.34 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.86 | -28.00 | 5.14 | | 2007 | | | 4.52 | 5.99 | -1.47 | | 2006 | | | 4.48 | 11.29 | -6.81 | | 2005 | | | 1.62 | 5.13 | -3.51 | | 2004 | | | 5.12 | 8.86 | -3.74 | | 2003 | | | 15.78 | 20.35 | -4.57 | | 2002 | | | -10.04 | -12.02 | 1.98 | | 2001 | | | -6.14 | -5.05 | -1.09 | | 2000 | | | 5.47 | 1.82 | 3.65 | | 1999 | | | 12.89 | 10.71 | 2.18 |
|
| PAST QUARTERLY RETURNS (%) FOR
CHTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.59 | 11.98 | 9.37 | N/A | | 2008 | -6.35 | 2.53 | -9.12 | -11.60 | | 2007 | -0.32 | 4.23 | 2.86 | -2.20 | | 2006 | 1.84 | -4.09 | 3.43 | 3.43 | | 2005 | -3.78 | 1.70 | 0.75 | 3.08 | | 2004 | 0.95 | 0.19 | -2.72 | 6.85 | | 2003 | -2.80 | 7.81 | 2.91 | 7.36 | | 2002 | 0.45 | -7.44 | -7.74 | 4.86 | | 2001 | -8.35 | 3.58 | -9.53 | 9.29 | | 2000 | 2.17 | 0.05 | 5.28 | -2.00 | | 1999 | N/A | N/A | N/A | 8.20 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 629 | 1211 | 51.94 | | 1-Month | 50 | 1258 | 3.97 | | 3-Month | 452 | 1256 | 35.99 | | 6-Month | 1037 | 1220 | 85.00 | | 1-Year | 440 | 1204 | 36.54 | | 3-Year | 167 | 950 | 17.58 | | 5-Year | 466 | 796 | 58.54 |
|
|
|
|
|
0.28% Nasdaq 
0.33%
Performance
