CHCZX Mutual Fund

NAV$14.20

Returns Overview

1 Month
+3.10%
3 Months
+23.57%
6 Months
+19.42%
YTD
+17.32%
1 Year
+40.55%
3 Years (annualized)
+19.71%
5 Years (annualized)
+5.31%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCZX 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)
+17.32%
Peer Avg (YTD)
+10.82%
vs Peers
+6.50%

CHCZX Mutual Fund Performance

CHCZX performance across multiple time periods: 1-month 3.10%, YTD 17.32%, 1-year 40.55%, 3-year 19.71%, 5-year 5.31%, 10-year 14.35%.

CHCZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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