CHCYX Mutual Fund

NAV$14.03

Returns Overview

1 Month
+3.13%
3 Months
+23.52%
6 Months
+19.43%
YTD
+17.35%
1 Year
+40.43%
3 Years (annualized)
+19.66%
5 Years (annualized)
+7.95%
10 Years (annualized)
+19.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+17.35%
Peer Avg (YTD)
+10.82%
vs Peers
+6.53%

CHCYX Mutual Fund Performance

CHCYX performance across multiple time periods: 1-month 3.13%, YTD 17.35%, 1-year 40.43%, 3-year 19.66%, 5-year 7.95%, 10-year 19.92%.

CHCYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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