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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.26% | | 5-Year Average Return: | 3.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.42% | |
Worst 1-Yr Total Return (2008): | -28.94% | |
Best 3-Yr Total Return (2004-6): | 9.09% | |
Worst 3-Yr Total Return (2006-8): | -4.10% |
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| 1-Year: | -1.92% | | 3-Year: | -0.12% | | 5-Year: | 3.96% | | 10-Year: | -0.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHTCX | Category | Diff | Index* | Diff | | Year To Date | 26.26 | 25.10 | 1.16 | 24.07 | 2.19 | | 1-Month | 4.25 | 5.28 | -1.03 | 6.00 | -1.75 | | 3-Month | 7.07 | 7.01 | 0.06 | 7.91 | -0.84 | | 1-Year | 27.39 | 28.01 | -0.62 | 25.39 | 2 | | 3-Year | -0.82 | -5.87 | 5.05 | -5.79 | 4.97 | | 5-Year | 3.69 | 0.64 | 3.05 | 0.71 | 2.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.39 | 46.08 | -1.69 | 45.76 | -1.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.28 | -17.41 | 5.13 | -18.25 | 5.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.94 | -37.79 | 8.85 | | 2007 | | | 7.54 | 6.16 | 1.38 | | 2006 | | | 15.42 | 14.17 | 1.25 | | 2005 | | | 4.21 | 5.88 | -1.67 | | 2004 | | | 7.95 | 10.02 | -2.07 | | 2003 | | | 23.14 | 27.05 | -3.91 | | 2002 | | | -16.76 | -22.25 | 5.49 | | 2001 | | | -23.61 | -13.50 | -10.11 | | 2000 | | | -15.35 | -6.31 | -9.04 | | 1999 | | | 32.80 | 20.16 | 12.64 |
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| PAST QUARTERLY RETURNS (%) FOR
CHTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.81 | 16.27 | 14.98 | N/A | | 2008 | -6.12 | -0.94 | -4.95 | -19.61 | | 2007 | 1.82 | 6.70 | 1.06 | -2.05 | | 2006 | 5.45 | -1.99 | 5.57 | 5.79 | | 2005 | -0.89 | -0.65 | 3.70 | 2.06 | | 2004 | 0.17 | 3.40 | -2.78 | 7.20 | | 2003 | -5.17 | 14.98 | 2.27 | 10.42 | | 2002 | 0.90 | -8.79 | -14.51 | 5.81 | | 2001 | -20.60 | 7.93 | -21.88 | 14.11 | | 2000 | 8.10 | -6.78 | 0.65 | -16.54 | | 1999 | N/A | N/A | N/A | 22.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 707 | 2021 | 34.98 | | 1-Month | 1204 | 2113 | 56.98 | | 3-Month | 1672 | 2091 | 79.96 | | 6-Month | 1506 | 2064 | 72.97 | | 1-Year | 729 | 2011 | 36.25 | | 3-Year | 32 | 1707 | 1.87 | | 5-Year | 62 | 1360 | 4.56 |
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0.31% Nasdaq 0.00%
Performance
