CHICX Mutual Fund

CHICX Mutual Fund

NAV$6.13
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Returns Overview

1 Month
-0.31%
3 Months
+1.16%
6 Months
+2.81%
YTD
+2.70%
1 Year
+3.37%
3 Years (annualized)
+5.52%
5 Years (annualized)
+4.36%
10 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHICX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+0.12%
vs Peers
+2.58%

CHICX Mutual Fund Performance

CHICX performance across multiple time periods: 1-month -0.31%, YTD 2.70%, 1-year 3.37%, 3-year 5.52%, 5-year 4.36%, 10-year 3.72%.

CHICX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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