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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.90% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.67% | |
Worst 1-Yr Total Return (2008): | -32.09% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CLHAX | Category | Diff | Index* | Diff | | Year To Date | 17.90 | 18.65 | -0.75 | 17.05 | 0.85 | | 1-Month | -1.63 | -2.18 | 0.55 | -1.86 | 0.23 | | 3-Month | 3.18 | 5.08 | -1.9 | 5.48 | -2.3 | | 1-Year | 18.73 | 11.86 | 6.87 | 9.80 | 8.93 | | 3-Year | -4.43 | -6.78 | 2.35 | -7.02 | 2.59 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.78 | 45.26 | -7.48 | 45.76 | -7.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.73 | -15.99 | 4.26 | -18.25 | 6.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CLHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.09 | -37.79 | 5.70 | | 2007 | | | 5.67 | 6.16 | -0.49 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
CLHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.55 | 16.04 | 11.73 | N/A | | 2008 | -7.51 | -1.81 | -11.95 | -15.07 | | 2007 | 0.86 | 4.34 | 2.26 | -1.80 | | 2006 | N/A | N/A | 3.60 | 5.62 | | 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 | 1409 | 2013 | 70.00 | | 1-Month | 1519 | 2110 | 71.99 | | 3-Month | 1964 | 2090 | 93.97 | | 6-Month | 1659 | 2049 | 80.97 | | 1-Year | 610 | 1999 | 30.52 | | 3-Year | 294 | 1694 | 17.36 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 0.00%
Performance
