CHCGX Mutual Fund

CHCGX Mutual Fund

NAV$57.61
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Returns Overview

1 Month
-1.88%
3 Months
-2.80%
6 Months
-0.77%
YTD
+0.09%
1 Year
+1.62%
3 Years (annualized)
+13.44%
5 Years (annualized)
+2.51%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCGX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+5.23%
vs Peers
-5.14%

CHCGX Mutual Fund Performance

CHCGX performance across multiple time periods: 1-month -1.88%, YTD 0.09%, 1-year 1.62%, 3-year 13.44%, 5-year 2.51%, 10-year 10.45%.

CHCGX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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