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| Morningstar Return Rating: | Below average | | Year to Date Return: | 40.06% | | 5-Year Average Return: | 2.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.14% | |
Worst 1-Yr Total Return (2008): | -27.42% | |
Best 3-Yr Total Return (2004-6): | 6.98% | |
Worst 3-Yr Total Return (2006-8): | -7.34% |
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| 1-Year: | 10.28% | | 3-Year: | 1.21% | | 5-Year: | 2.88% | | 10-Year: | 2.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CHYCX | Category | Diff | Index* | Diff | | Year To Date | 40.06 | 42.53 | -2.47 | 7.61 | 32.45 | | 1-Month | 0.85 | 1.09 | -0.24 | 1.29 | -0.44 | | 3-Month | 6.94 | 7.76 | -0.82 | 2.86 | 4.08 | | 1-Year | 47.52 | 48.90 | -1.38 | 11.63 | 35.89 | | 3-Year | 1.04 | 2.47 | -1.43 | 6.40 | -5.36 | | 5-Year | 2.61 | 4.02 | -1.41 | 5.49 | -2.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.07 | 35.54 | -4.47 | 7.06 | 24.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.72 | 0.71 | -1.43 | 7.94 | -8.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CHYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.42 | -26.41 | -1.01 | | 2007 | | | 0.29 | 1.47 | -1.18 | | 2006 | | | 9.29 | 10.14 | -0.85 | | 2005 | | | 0.80 | 2.59 | -1.79 | | 2004 | | | 11.14 | 9.99 | 1.15 | | 2003 | | | 24.94 | 24.36 | 0.58 | | 2002 | | | -4.85 | -1.52 | -3.33 | | 2001 | | | -3.46 | 2.39 | -5.85 | | 2000 | | | -11.02 | -7.12 | -3.90 | | 1999 | | | 5.54 | 5.05 | 0.49 |
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| PAST QUARTERLY RETURNS (%) FOR
CHYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.58 | 17.42 | 11.50 | N/A | | 2008 | -4.63 | 1.36 | -7.62 | -18.72 | | 2007 | 2.97 | -0.09 | -0.37 | -2.15 | | 2006 | 1.88 | -0.30 | 3.45 | 4.02 | | 2005 | -1.82 | 1.04 | 1.17 | 0.43 | | 2004 | 1.24 | 0.05 | 4.51 | 4.98 | | 2003 | 5.05 | 8.28 | 3.01 | 6.62 | | 2002 | 0.81 | -5.65 | -3.45 | 3.61 | | 2001 | 4.01 | -6.04 | -7.56 | 6.87 | | 2000 | -1.55 | -1.81 | 0.03 | -7.98 | | 1999 | N/A | N/A | N/A | 2.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 369 | 543 | 67.96 | | 1-Month | 562 | 574 | 97.91 | | 3-Month | 519 | 571 | 90.89 | | 6-Month | 368 | 559 | 65.83 | | 1-Year | 297 | 543 | 54.70 | | 3-Year | 362 | 467 | 77.52 | | 5-Year | 310 | 403 | 76.92 |
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