CTHCX Mutual Fund

CTHCX Mutual Fund

NAV$97.55
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Returns Overview

1 Month
-9.66%
3 Months
-1.66%
6 Months
+4.68%
YTD
+16.47%
1 Year
+12.44%
3 Years (annualized)
+30.59%
5 Years (annualized)
+14.34%
10 Years (annualized)
+21.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTHCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global 1200 Information Technology Index(SPG1200IT)
This Mutual Fund (YTD)
+16.47%
Peer Avg (YTD)
+11.24%
vs Peers
+5.23%

CTHCX Mutual Fund Performance

CTHCX performance across multiple time periods: 1-month -9.66%, YTD 16.47%, 1-year 12.44%, 3-year 30.59%, 5-year 14.34%, 10-year 21.05%.

CTHCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

CTHCX vs another fund shows side-by-side returns. CTHCX alternatives are available in the Mutual Fund Screener.