CCHEX Mutual Fund

NAV$19.79

Returns Overview

1 Month
-0.92%
3 Months
+7.67%
6 Months
+5.10%
YTD
+4.93%
1 Year
+11.64%
3 Years (annualized)
+11.36%
5 Years (annualized)
+6.96%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCHEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+12.13%
vs Peers
-7.21%

CCHEX Mutual Fund Performance

CCHEX performance across multiple time periods: 1-month -0.92%, YTD 4.93%, 1-year 11.64%, 3-year 11.36%, 5-year 6.96%, 10-year 7.40%.

CCHEX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

CCHEX performance comparison shows side-by-side returns with another fund. CCHEX alternatives are available in the Mutual Fund Screener.