CHCLX Mutual Fund

CHCLX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-4.08%
3 Months
-5.76%
6 Months
-8.14%
YTD
+0.18%
1 Year
+0.00%
3 Years (annualized)
+14.93%
5 Years (annualized)
-1.63%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCLX 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)
+0.18%
Peer Avg (YTD)
+10.76%
vs Peers
-10.58%

CHCLX Mutual Fund Performance

CHCLX performance across multiple time periods: 1-month -4.08%, YTD 0.18%, 1-year 0.00%, 3-year 14.93%, 5-year -1.63%, 10-year 10.92%.

CHCLX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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