CHRRX Mutual Fund

NAV$22.36

Returns Overview

1 Month
-1.43%
3 Months
+12.47%
6 Months
+4.99%
YTD
+4.59%
1 Year
+13.92%
3 Years (annualized)
+16.78%
5 Years (annualized)
+10.05%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHRRX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+9.51%
vs Peers
-4.92%

CHRRX Mutual Fund Performance

CHRRX performance across multiple time periods: 1-month -1.43%, YTD 4.59%, 1-year 13.92%, 3-year 16.78%, 5-year 10.05%, 10-year 10.19%.

CHRRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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