CHCIX Mutual Fund

CHCIX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
-4.14%
3 Months
-5.78%
6 Months
-8.16%
YTD
+0.32%
1 Year
+0.08%
3 Years (annualized)
+15.09%
5 Years (annualized)
-1.47%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+10.76%
vs Peers
-10.45%

CHCIX Mutual Fund Performance

CHCIX performance across multiple time periods: 1-month -4.14%, YTD 0.32%, 1-year 0.08%, 3-year 15.09%, 5-year -1.47%, 10-year 11.12%.

CHCIX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

CHCIX vs another fund shows side-by-side returns. CHCIX alternatives are available in the Mutual Fund Screener.