CHILX Mutual Fund

NAV$17.64

Returns Overview

1 Month
+2.89%
3 Months
+16.40%
6 Months
+16.55%
YTD
+15.46%
1 Year
+40.60%
3 Years (annualized)
+15.05%
5 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHILX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI China A Onshore NR USD(^MICNA0000NUS)
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+0.49%
vs Peers
+14.97%

CHILX Mutual Fund Performance

CHILX performance across multiple time periods: 1-month 2.89%, YTD 15.46%, 1-year 40.60%, 3-year 15.05%, 5-year 0.94%.

CHILX returns outperform the peer average of 0.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

CHILX performance comparison shows side-by-side returns with another fund. CHILX alternatives are available in the Mutual Fund Screener.