CHAIX Mutual Fund

NAV$21.85

Returns Overview

1 Month
+2.20%
3 Months
+27.58%
6 Months
+26.64%
YTD
+24.23%
1 Year
+44.82%
3 Years (annualized)
+32.54%
5 Years (annualized)
+18.13%
10 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHAIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Multi-Cap Growth Funds Index(^LMLTCGFI)
This Mutual Fund (YTD)
+24.23%
Peer Avg (YTD)
+8.97%
vs Peers
+15.26%

CHAIX Mutual Fund Performance

CHAIX performance across multiple time periods: 1-month 2.20%, YTD 24.23%, 1-year 44.82%, 3-year 32.54%, 5-year 18.13%, 10-year 16.90%.

CHAIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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