CHTTX Mutual Fund

NAV$21.10

Returns Overview

1 Month
+3.58%
3 Months
+5.82%
6 Months
+4.46%
YTD
+5.55%
1 Year
+9.87%
3 Years (annualized)
+12.86%
5 Years (annualized)
+9.93%
10 Years (annualized)
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTTX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+10.82%
vs Peers
-5.26%

CHTTX Mutual Fund Performance

CHTTX performance across multiple time periods: 1-month 3.58%, YTD 5.55%, 1-year 9.87%, 3-year 12.86%, 5-year 9.93%, 10-year 15.50%.

CHTTX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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