CHASX Mutual Fund

NAV$20.06

Returns Overview

1 Month
+2.19%
3 Months
+27.68%
6 Months
+26.71%
YTD
+24.35%
1 Year
+44.84%
3 Years (annualized)
+40.64%
5 Years (annualized)
+27.48%
10 Years (annualized)
+22.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Lipper Multi-Cap Growth Funds Index(^LMLTCGFI)
This Mutual Fund (YTD)
+24.35%
Peer Avg (YTD)
+8.97%
vs Peers
+15.38%

CHASX Mutual Fund Performance

CHASX performance across multiple time periods: 1-month 2.19%, YTD 24.35%, 1-year 44.84%, 3-year 40.64%, 5-year 27.48%, 10-year 22.24%.

CHASX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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