CHCYX Mutual Fund

CHCYX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
+1.38%
3 Months
-6.79%
6 Months
+5.82%
YTD
+7.94%
1 Year
+13.16%
3 Years (annualized)
+12.32%
5 Years (annualized)
+0.61%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCYX 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)
+7.94%
Peer Avg (YTD)
+9.89%
vs Peers
-1.95%

CHCYX Mutual Fund Performance

CHCYX performance across multiple time periods: 1-month 1.38%, YTD 7.94%, 1-year 13.16%, 3-year 12.32%, 5-year 0.61%, 10-year 11.51%.

CHCYX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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