CHCLX Mutual Fund

NAV$12.50

Returns Overview

1 Month
+3.07%
3 Months
+23.55%
6 Months
+19.27%
YTD
+17.19%
1 Year
+41.77%
3 Years (annualized)
+19.81%
5 Years (annualized)
+8.21%
10 Years (annualized)
+17.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCLX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+17.19%
Peer Avg (YTD)
+10.82%
vs Peers
+6.37%

CHCLX Mutual Fund Performance

CHCLX performance across multiple time periods: 1-month 3.07%, YTD 17.19%, 1-year 41.77%, 3-year 19.81%, 5-year 8.21%, 10-year 17.23%.

CHCLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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