CCHEX Mutual Fund

CCHEX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
+0.31%
3 Months
+2.59%
6 Months
+4.52%
YTD
+5.25%
1 Year
+10.71%
3 Years (annualized)
+11.07%
5 Years (annualized)
+6.85%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCHEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
-0.65%
vs Peers
+5.90%

CCHEX Mutual Fund Performance

CCHEX performance across multiple time periods: 1-month 0.31%, YTD 5.25%, 1-year 10.71%, 3-year 11.07%, 5-year 6.85%, 10-year 7.27%.

CCHEX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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