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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.96% | | 5-Year Average Return: | 4.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.27% | |
Worst 1-Yr Total Return (2008): | -28.46% | |
Best 3-Yr Total Return (2004-6): | 9.86% | |
Worst 3-Yr Total Return (2006-8): | -3.39% |
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| 1-Year: | -5.72% | | 3-Year: | -1.25% | | 5-Year: | 3.55% | | 10-Year: | 0.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHTRX | Category | Diff | Index* | Diff | | Year To Date | 21.96 | 18.65 | 3.31 | 17.05 | 4.91 | | 1-Month | -1.60 | -2.18 | 0.58 | -1.86 | 0.26 | | 3-Month | 6.07 | 5.08 | 0.99 | 5.48 | 0.59 | | 1-Year | 15.19 | 11.86 | 3.33 | 9.80 | 5.39 | | 3-Year | -0.70 | -6.78 | 6.08 | -7.02 | 6.32 | | 5-Year | 4.16 | 0.49 | 3.67 | 0.33 | 3.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.06 | 45.26 | -0.2 | 45.76 | -0.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.61 | -15.99 | 4.38 | -18.25 | 6.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.46 | -37.79 | 9.33 | | 2007 | | | 8.41 | 6.16 | 2.25 | | 2006 | | | 16.27 | 14.17 | 2.10 | | 2005 | | | 4.93 | 5.88 | -0.95 | | 2004 | | | 8.67 | 10.02 | -1.35 | | 2003 | | | 23.99 | 27.05 | -3.06 | | 2002 | | | -16.14 | -22.25 | 6.11 | | 2001 | | | -23.09 | -13.50 | -9.59 | | 2000 | | | -14.69 | -6.31 | -8.38 | | 1999 | | | 33.87 | 20.16 | 13.71 |
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| PAST QUARTERLY RETURNS (%) FOR
CHTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.58 | 16.50 | 15.12 | N/A | | 2008 | -5.96 | -0.78 | -4.76 | -19.51 | | 2007 | 2.02 | 6.88 | 1.31 | -1.86 | | 2006 | 5.71 | -1.85 | 5.72 | 6.00 | | 2005 | -0.70 | -0.47 | 3.87 | 2.22 | | 2004 | 0.34 | 3.60 | -2.67 | 7.41 | | 2003 | -5.10 | 15.24 | 2.38 | 10.74 | | 2002 | 1.05 | -8.64 | -14.37 | 6.07 | | 2001 | -20.54 | 8.11 | -21.72 | 14.37 | | 2000 | 8.28 | -6.60 | 0.86 | -16.37 | | 1999 | N/A | N/A | N/A | 23.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 664 | 2013 | 32.99 | | 1-Month | 1202 | 2110 | 56.97 | | 3-Month | 1045 | 2090 | 50.00 | | 6-Month | 1557 | 2049 | 75.99 | | 1-Year | 581 | 1999 | 29.06 | | 3-Year | 19 | 1694 | 1.12 | | 5-Year | 26 | 1352 | 1.92 |
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0.34% Nasdaq 
Performance
