CCHTX Mutual Fund

NAV$25.70

Returns Overview

1 Month
+0.43%
3 Months
+13.55%
6 Months
+10.03%
YTD
+9.23%
1 Year
+19.11%
3 Years (annualized)
+16.47%
5 Years (annualized)
+8.36%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCHTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+7.64%
vs Peers
+1.59%

CCHTX Mutual Fund Performance

CCHTX performance across multiple time periods: 1-month 0.43%, YTD 9.23%, 1-year 19.11%, 3-year 16.47%, 5-year 8.36%, 10-year 10.98%.

CCHTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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