CHFTX Mutual Fund

CHFTX Mutual Fund

NAV$25.19
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Returns Overview

1 Month
+1.41%
3 Months
+1.25%
6 Months
+8.91%
YTD
+7.70%
1 Year
+13.55%
3 Years (annualized)
+18.39%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHFTX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+11.21%
vs Peers
-3.51%

CHFTX Mutual Fund Performance

CHFTX performance across multiple time periods: 1-month 1.41%, YTD 7.70%, 1-year 13.55%, 3-year 18.39%, 5-year 10.35%, 10-year 11.43%.

CHFTX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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