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| Morningstar Return Rating: | Low | | Year to Date Return: | 40.82% | | 5-Year Average Return: | 3.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.80% | |
Worst 1-Yr Total Return (2008): | -26.98% | |
Best 3-Yr Total Return (2004-6): | 7.62% | |
Worst 3-Yr Total Return (2006-8): | -6.78% |
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| 1-Year: | 6.63% | | 3-Year: | 0.18% | | 5-Year: | 2.49% | | 10-Year: | 2.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | COLHX | Category | Diff | Index* | Diff | | Year To Date | 40.82 | 42.53 | -1.71 | 7.61 | 33.21 | | 1-Month | 0.90 | 1.09 | -0.19 | 1.29 | -0.39 | | 3-Month | 7.10 | 7.76 | -0.66 | 2.86 | 4.24 | | 1-Year | 48.39 | 48.90 | -0.51 | 11.63 | 36.76 | | 3-Year | 1.64 | 2.47 | -0.83 | 6.40 | -4.76 | | 5-Year | 3.22 | 4.02 | -0.8 | 5.49 | -2.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.52 | 35.54 | -4.02 | 7.06 | 24.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.12 | 0.71 | -0.83 | 7.94 | -8.06 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | COLHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.98 | -26.41 | -0.57 | | 2007 | | | 0.89 | 1.47 | -0.58 | | 2006 | | | 9.95 | 10.14 | -0.19 | | 2005 | | | 1.40 | 2.59 | -1.19 | | 2004 | | | 11.80 | 9.99 | 1.81 | | 2003 | | | 25.67 | 24.36 | 1.31 | | 2002 | | | -4.27 | -1.52 | -2.75 | | 2001 | | | -2.80 | 2.39 | -5.19 | | 2000 | | | -10.28 | -7.12 | -3.16 | | 1999 | | | 6.17 | 5.05 | 1.12 |
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| PAST QUARTERLY RETURNS (%) FOR
COLHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.73 | 17.59 | 11.66 | N/A | | 2008 | -4.49 | 1.51 | -7.48 | -18.60 | | 2007 | 3.13 | 0.06 | -0.22 | -2.00 | | 2006 | 2.03 | -0.15 | 3.60 | 4.18 | | 2005 | -1.68 | 1.19 | 1.32 | 0.59 | | 2004 | 1.39 | 0.20 | 4.66 | 5.14 | | 2003 | 5.20 | 8.44 | 3.17 | 6.78 | | 2002 | 0.97 | -5.50 | -3.31 | 3.76 | | 2001 | 4.03 | -5.70 | -7.42 | 7.03 | | 2000 | -1.11 | -1.76 | 0.31 | -7.92 | | 1999 | N/A | N/A | N/A | 2.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 352 | 543 | 64.83 | | 1-Month | 562 | 574 | 97.91 | | 3-Month | 502 | 571 | 87.92 | | 6-Month | 346 | 559 | 61.90 | | 1-Year | 282 | 543 | 51.93 | | 3-Year | 343 | 467 | 73.45 | | 5-Year | 297 | 403 | 73.70 |
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0.51% Nasdaq 
Performance
