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| Morningstar Return Rating: | | | Year to Date Return: | -7.07% | | 5-Year Average Return: | 9.98% | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2009): | 57.81% | |
Worst 1-Yr Total Return (2009): | 57.81% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 56.81% | | 3-Year: | 2.01% | | 5-Year: | 10.68% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHUCX | Category | Diff | Index* | Diff | | Year To Date | -7.07 | -4.13 | -2.94 | -4.41 | -2.66 | | 1-Month | -7.07 | -4.13 | -2.94 | -4.41 | -2.66 | | 3-Month | 2.68 | 2.60 | 0.08 | -1.09 | 3.77 | | 1-Year | 62.35 | 40.69 | 21.66 | 39.68 | 22.67 | | 3-Year | -1.37 | -6.17 | 4.8 | -7.65 | 6.28 | | 5-Year | 9.98 | 2.47 | 7.51 | 2.99 | 6.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.90 | 51.44 | 12.46 | 59.35 | 4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.76 | -13.11 | -8.65 | -14.95 | -6.81 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHUCX | Category | Diff | | 2009 | | | 57.81 | 35.27 | 22.54 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
CHUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.21 | 27.15 | 13.59 | 9.03 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 827 | 853 | 96.95 | | 1-Month | 835 | 853 | 97.89 | | 3-Month | 427 | 838 | 50.95 | | 6-Month | 763 | 821 | 92.94 | | 1-Year | 59 | 762 | 7.74 | | 3-Year | | 550 | N/A | | 5-Year | | 447 | N/A |
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