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| Morningstar Return Rating: | | | Year to Date Return: | 42.83% | | 5-Year Average Return: | 10.56% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 2.10% | | 3-Year: | 3.89% | | 5-Year: | 11.19% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHUCX | Category | Diff | Index* | Diff | | Year To Date | 42.83 | 25.91 | 16.92 | 27.36 | 15.47 | | 1-Month | -1.32 | -2.31 | 0.99 | -1.25 | -0.07 | | 3-Month | 1.13 | 5.52 | -4.39 | 8.10 | -6.97 | | 1-Year | 32.15 | 22.45 | 9.7 | 27.71 | 4.44 | | 3-Year | 2.24 | -5.03 | 7.27 | -5.22 | 7.46 | | 5-Year | 10.56 | 3.41 | 7.15 | 5.10 | 5.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.90 | 50.04 | 13.86 | 59.35 | 4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 34.54 | -12.42 | 46.96 | -14.95 | 49.49 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -41.91 | N/A | | 2007 | | | N/A | 11.28 | N/A | | 2006 | | | N/A | 19.72 | N/A | | 2005 | | | N/A | 11.61 | N/A | | 2004 | | | N/A | 15.27 | N/A | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CHUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.21 | 27.15 | 13.59 | N/A | | 2008 | N/A | -2.19 | -22.34 | -28.77 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 767 | 4.95 | | 1-Month | 135 | 844 | 16.00 | | 3-Month | 697 | 830 | 83.98 | | 6-Month | 259 | 787 | 32.91 | | 1-Year | 66 | 741 | 8.91 | | 3-Year | | 530 | N/A | | 5-Year | | 434 | N/A |
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