CHAIX Mutual Fund

CHAIX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
-2.46%
3 Months
-0.23%
6 Months
+4.96%
YTD
+19.43%
1 Year
+22.04%
3 Years (annualized)
+32.77%
5 Years (annualized)
+15.65%
10 Years (annualized)
+16.45%

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)
+19.43%
Peer Avg (YTD)
+5.23%
vs Peers
+14.20%

CHAIX Mutual Fund Performance

CHAIX performance across multiple time periods: 1-month -2.46%, YTD 19.43%, 1-year 22.04%, 3-year 32.77%, 5-year 15.65%, 10-year 16.45%.

CHAIX returns outperform the peer average of 5.23% 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.