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| Morningstar Return Rating: | High | | Year to Date Return: | 43.64% | | 5-Year Average Return: | 11.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 48.89% | |
Worst 1-Yr Total Return (2008): | -54.20% | |
Best 3-Yr Total Return (2005-7): | 33.22% | |
Worst 3-Yr Total Return (2006-8): | -1.67% |
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| 1-Year: | -1.59% | | 3-Year: | 2.74% | | 5-Year: | 10.78% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHUSX | Category | Diff | Index* | Diff | | Year To Date | 43.64 | 25.91 | 17.73 | 27.36 | 16.28 | | 1-Month | -1.24 | -2.31 | 1.07 | -1.25 | 0.01 | | 3-Month | 1.35 | 5.52 | -4.17 | 8.10 | -6.75 | | 1-Year | 33.07 | 22.45 | 10.62 | 27.71 | 5.36 | | 3-Year | 2.95 | -5.03 | 7.98 | -5.22 | 8.17 | | 5-Year | 11.35 | 3.41 | 7.94 | 5.10 | 6.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.63 | 50.04 | 14.59 | 59.35 | 5.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.25 | -12.42 | -8.83 | -14.95 | -6.3 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.20 | -41.91 | -12.29 | | 2007 | | | 48.89 | 11.28 | 37.61 | | 2006 | | | 39.41 | 19.72 | 19.69 | | 2005 | | | 13.92 | 11.61 | 2.31 | | 2004 | | | 12.38 | 15.27 | -2.89 | | 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
CHUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.42 | 27.22 | 13.85 | N/A | | 2008 | -15.72 | -2.13 | -22.24 | -28.59 | | 2007 | 5.04 | 17.64 | 20.24 | 0.20 | | 2006 | 21.06 | -0.53 | 0.33 | 15.38 | | 2005 | -0.66 | 0.33 | 12.95 | 1.19 | | 2004 | 5.27 | -6.15 | 1.78 | 11.76 | | 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 | 143 | 844 | 16.94 | | 3-Month | 680 | 830 | 81.93 | | 6-Month | 220 | 787 | 27.95 | | 1-Year | 57 | 741 | 7.69 | | 3-Year | 17 | 530 | 3.21 | | 5-Year | 2 | 434 | 0.46 |
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