CHCZX Mutual Fund

CHCZX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
+1.39%
3 Months
-6.80%
6 Months
+5.89%
YTD
+7.96%
1 Year
+13.15%
3 Years (annualized)
+12.31%
5 Years (annualized)
+0.63%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHCZX 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
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📉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)
+7.96%
Peer Avg (YTD)
+9.89%
vs Peers
-1.93%

CHCZX Mutual Fund Performance

CHCZX performance across multiple time periods: 1-month 1.39%, YTD 7.96%, 1-year 13.15%, 3-year 12.31%, 5-year 0.63%, 10-year 11.56%.

CHCZX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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