CHASX Mutual Fund

CHASX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-2.43%
3 Months
-0.21%
6 Months
+4.96%
YTD
+19.50%
1 Year
+22.11%
3 Years (annualized)
+32.69%
5 Years (annualized)
+15.56%
10 Years (annualized)
+16.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHASX 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)
+19.50%
Peer Avg (YTD)
+5.23%
vs Peers
+14.27%

CHASX Mutual Fund Performance

CHASX performance across multiple time periods: 1-month -2.43%, YTD 19.50%, 1-year 22.11%, 3-year 32.69%, 5-year 15.56%, 10-year 16.35%.

CHASX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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