CHCCX Mutual Fund

NAV$13.86

Returns Overview

1 Month
+3.03%
3 Months
+23.27%
6 Months
+18.87%
YTD
+16.78%
1 Year
+39.01%
3 Years (annualized)
+18.42%
5 Years (annualized)
+10.33%
10 Years (annualized)
+24.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCCX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+10.82%
vs Peers
+5.97%

CHCCX Mutual Fund Performance

CHCCX performance across multiple time periods: 1-month 3.03%, YTD 16.78%, 1-year 39.01%, 3-year 18.42%, 5-year 10.33%, 10-year 24.28%.

CHCCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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