CHCAX Mutual Fund

NAV$11.62

Returns Overview

1 Month
-24.23%
3 Months
-16.27%
6 Months
-38.78%
YTD
-33.05%
1 Year
-48.19%
3 Years (annualized)
-9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI China Net Return HKD Index(M7CN)

CHCAX Mutual Fund Performance

CHCAX performance across multiple time periods: 1-month -24.23%, YTD -33.05%, 1-year -48.19%, 3-year -9.93%.

CHCAX returns can be compared against peers and benchmarks. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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