CHCIX Mutual Fund

CHCIX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
+1.41%
3 Months
-6.81%
6 Months
+5.88%
YTD
+7.97%
1 Year
+13.12%
3 Years (annualized)
+12.22%
5 Years (annualized)
+0.56%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCIX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+9.89%
vs Peers
-1.92%

CHCIX Mutual Fund Performance

CHCIX performance across multiple time periods: 1-month 1.41%, YTD 7.97%, 1-year 13.12%, 3-year 12.22%, 5-year 0.56%, 10-year 11.48%.

CHCIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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