CHCGX Mutual Fund

NAV$58.30

Returns Overview

1 Month
+0.85%
3 Months
+2.24%
6 Months
+2.26%
YTD
+2.46%
1 Year
+11.96%
3 Years (annualized)
+12.48%
5 Years (annualized)
+3.90%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+8.97%
vs Peers
-6.51%

CHCGX Mutual Fund Performance

CHCGX performance across multiple time periods: 1-month 0.85%, YTD 2.46%, 1-year 11.96%, 3-year 12.48%, 5-year 3.90%, 10-year 11.02%.

CHCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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