CCHTX Mutual Fund

CCHTX Mutual Fund

NAV$25.74
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Returns Overview

1 Month
-1.41%
3 Months
+3.11%
6 Months
+5.70%
YTD
+7.69%
1 Year
+16.71%
3 Years (annualized)
+14.85%
5 Years (annualized)
+7.90%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCHTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+6.99%
vs Peers
+0.70%

CCHTX Mutual Fund Performance

CCHTX performance across multiple time periods: 1-month -1.41%, YTD 7.69%, 1-year 16.71%, 3-year 14.85%, 5-year 7.90%, 10-year 10.45%.

CCHTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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