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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.92% | | 5-Year Average Return: | -1.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.50% | |
Worst 1-Yr Total Return (2008): | -32.65% | |
Best 3-Yr Total Return (2004-6): | 3.25% | |
Worst 3-Yr Total Return (2006-8): | -10.09% |
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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 | CHTIX | Category | Diff | Index* | Diff | | Year To Date | 20.92 | 24.15 | -3.23 | 17.05 | 3.87 | | 1-Month | -1.02 | -2.25 | 1.23 | -1.86 | 0.84 | | 3-Month | 5.15 | 4.52 | 0.63 | 5.48 | -0.33 | | 1-Year | 15.87 | 15.35 | 0.52 | 9.80 | 6.07 | | 3-Year | -4.96 | -4.95 | -0.01 | -7.02 | 2.06 | | 5-Year | -1.11 | 0.99 | -2.1 | 0.33 | -1.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.09 | 42.81 | -2.72 | 45.76 | -5.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.71 | -17.14 | 1.43 | -18.25 | 2.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.65 | -40.67 | 8.02 | | 2007 | | | 4.50 | 13.35 | -8.85 | | 2006 | | | 3.27 | 7.05 | -3.78 | | 2005 | | | 1.03 | 6.71 | -5.68 | | 2004 | | | 5.50 | 7.81 | -2.31 | | 2003 | | | 21.58 | 28.66 | -7.08 | | 2002 | | | -19.37 | -27.64 | 8.27 | | 2001 | | | -13.13 | -22.30 | 9.17 | | 2000 | | | 2.10 | -13.05 | 15.15 | | 1999 | | | 23.30 | 38.87 | -15.57 |
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| PAST QUARTERLY RETURNS (%) FOR
CHTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.44 | 15.15 | 12.19 | N/A | | 2008 | -9.95 | 3.56 | -9.43 | -20.26 | | 2007 | -1.15 | 6.63 | 3.60 | -4.30 | | 2006 | 3.72 | -6.19 | 3.55 | 2.49 | | 2005 | -5.40 | 1.35 | 1.44 | 3.88 | | 2004 | 0.27 | 1.82 | -5.84 | 9.74 | | 2003 | -4.98 | 10.83 | 4.20 | 10.79 | | 2002 | 0.89 | -13.22 | -13.91 | 6.99 | | 2001 | -14.15 | 5.72 | -17.68 | 16.27 | | 2000 | 1.97 | -0.41 | 5.93 | -5.09 | | 1999 | N/A | N/A | N/A | 13.74 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1189 | 1802 | 65.98 | | 1-Month | 264 | 1890 | 13.97 | | 3-Month | 715 | 1884 | 37.95 | | 6-Month | 1242 | 1827 | 67.98 | | 1-Year | 768 | 1797 | 42.74 | | 3-Year | 653 | 1518 | 43.02 | | 5-Year | 905 | 1251 | 72.34 |
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0.34% Nasdaq 0.00%
Performance
