CHAIX Mutual Fund

CHAIX Mutual Fund

NAV$21.75
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Returns Overview

1 Month
-3.64%
3 Months
+5.20%
6 Months
+18.19%
YTD
+22.03%
1 Year
+34.85%
3 Years (annualized)
+30.05%
5 Years (annualized)
+16.68%
10 Years (annualized)
+16.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHAIX 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
Lipper Multi-Cap Growth Funds Index(^LMLTCGFI)
This Mutual Fund (YTD)
+22.03%
Peer Avg (YTD)
+6.23%
vs Peers
+15.80%

CHAIX Mutual Fund Performance

CHAIX performance across multiple time periods: 1-month -3.64%, YTD 22.03%, 1-year 34.85%, 3-year 30.05%, 5-year 16.68%, 10-year 16.04%.

CHAIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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