CHASX Mutual Fund

CHASX Mutual Fund

NAV$19.57
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Returns Overview

1 Month
-3.70%
3 Months
+5.18%
6 Months
+18.28%
YTD
+22.03%
1 Year
+34.83%
3 Years (annualized)
+29.99%
5 Years (annualized)
+16.60%
10 Years (annualized)
+15.95%

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)
+22.03%
Peer Avg (YTD)
+6.23%
vs Peers
+15.80%

CHASX Mutual Fund Performance

CHASX performance across multiple time periods: 1-month -3.70%, YTD 22.03%, 1-year 34.83%, 3-year 29.99%, 5-year 16.60%, 10-year 15.95%.

CHASX returns outperform the peer average of 6.23% 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.