CHFTX Mutual Fund

CHFTX Mutual Fund

NAV$25.23
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Returns Overview

1 Month
+1.26%
3 Months
+3.63%
6 Months
+5.84%
YTD
+6.20%
1 Year
+13.70%
3 Years (annualized)
+17.09%
5 Years (annualized)
+10.56%
10 Years (annualized)
+11.70%

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)
+6.20%
Peer Avg (YTD)
+9.41%
vs Peers
-3.21%

CHFTX Mutual Fund Performance

CHFTX performance across multiple time periods: 1-month 1.26%, YTD 6.20%, 1-year 13.70%, 3-year 17.09%, 5-year 10.56%, 10-year 11.70%.

CHFTX returns trail the peer average of 9.41% 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.