CHFTX Mutual Fund

NAV$25.18

Returns Overview

1 Month
-1.41%
3 Months
+12.64%
6 Months
+5.28%
YTD
+4.88%
1 Year
+14.54%
3 Years (annualized)
+17.46%
5 Years (annualized)
+10.69%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHFTX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+9.51%
vs Peers
-4.63%

CHFTX Mutual Fund Performance

CHFTX performance across multiple time periods: 1-month -1.41%, YTD 4.88%, 1-year 14.54%, 3-year 17.46%, 5-year 10.69%, 10-year 10.29%.

CHFTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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