CCHRX Mutual Fund

NAV$86.17

Returns Overview

1 Month
+7.20%
3 Months
+7.32%
6 Months
+11.57%
YTD
+27.77%
1 Year
+25.36%
3 Years (annualized)
+7.43%
5 Years (annualized)
+20.29%
10 Years (annualized)
+19.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCHRX 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
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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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+27.77%
Peer Avg (YTD)
+32.04%
vs Peers
-4.28%

CCHRX Mutual Fund Performance

CCHRX performance across multiple time periods: 1-month 7.20%, YTD 27.77%, 1-year 25.36%, 3-year 7.43%, 5-year 20.29%, 10-year 19.59%.

CCHRX returns trail the peer average of 32.04% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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