CHIAX Mutual Fund

NAV$6.09

Returns Overview

1 Month
-1.14%
6 Months
-0.16%
YTD
-1.14%
1 Year
+3.56%
3 Years (annualized)
+6.65%
5 Years (annualized)
+4.63%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHIAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
+3.23%
vs Peers
-4.36%

CHIAX Mutual Fund Performance

CHIAX performance across multiple time periods: 1-month -1.14%, YTD -1.14%, 1-year 3.56%, 3-year 6.65%, 5-year 4.63%, 10-year 4.31%.

CHIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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