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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.69% | | 5-Year Average Return: | 5.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.37% | |
Worst 1-Yr Total Return (2008): | -1.73% | |
Best 3-Yr Total Return (2004-6): | 4.08% | |
Worst 3-Yr Total Return (2006-8): | 2.88% |
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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 | CHTBX | Category | Diff | Index* | Diff | | Year To Date | 15.69 | 13.54 | 2.15 | 6.24 | 9.45 | | 1-Month | 0.93 | 0.89 | 0.04 | 0.49 | 0.44 | | 3-Month | 4.48 | 4.14 | 0.34 | 2.60 | 1.88 | | 1-Year | 22.99 | 17.86 | 5.13 | 13.79 | 9.2 | | 3-Year | 6.86 | 4.54 | 2.32 | 6.35 | 0.51 | | 5-Year | 5.05 | 3.85 | 1.2 | 5.05 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.44 | 13.81 | 1.63 | 7.06 | 8.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.40 | 6.49 | 2.91 | 7.94 | 1.46 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.73 | -4.70 | 2.97 | | 2007 | | | 4.15 | 4.70 | -0.55 | | 2006 | | | 6.37 | 4.15 | 2.22 | | 2005 | | | 1.36 | 1.80 | -0.44 | | 2004 | | | 4.58 | 3.91 | 0.67 | | 2003 | | | 3.89 | 5.10 | -1.21 | | 2002 | | | 6.66 | 8.04 | -1.38 | | 2001 | | | 7.46 | 7.64 | -0.18 | | 2000 | | | 10.85 | 9.44 | 1.41 | | 1999 | | | -0.43 | -1.35 | 0.92 |
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| PAST QUARTERLY RETURNS (%) FOR
CHTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.33 | 7.86 | 6.64 | N/A | | 2008 | 0.95 | 0.46 | -4.95 | 1.94 | | 2007 | 1.04 | -0.24 | 1.75 | 1.55 | | 2006 | -0.58 | -0.27 | 3.33 | 3.82 | | 2005 | -0.82 | 2.52 | -0.63 | 0.32 | | 2004 | 2.64 | -2.53 | 3.45 | 1.05 | | 2003 | 1.25 | 2.29 | -0.18 | 0.50 | | 2002 | -0.14 | 2.09 | 3.90 | 0.69 | | 2001 | 2.95 | 0.25 | 4.09 | 0.03 | | 2000 | 2.40 | 1.18 | 3.09 | 3.78 | | 1999 | N/A | N/A | N/A | -0.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 336 | 1122 | 29.95 | | 1-Month | 197 | 1164 | 16.92 | | 3-Month | 357 | 1154 | 30.94 | | 6-Month | 294 | 1133 | 25.95 | | 1-Year | 148 | 1113 | 13.30 | | 3-Year | 108 | 957 | 11.29 | | 5-Year | 146 | 845 | 17.28 |
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