CHMCX Mutual Fund

NAV$9.08

Returns Overview

1 Month
+1.33%
3 Months
+3.76%
6 Months
+3.94%
YTD
+3.94%
1 Year
+8.59%
3 Years (annualized)
+5.38%
5 Years (annualized)
-0.32%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHMCX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+1.79%
vs Peers
+2.15%

CHMCX Mutual Fund Performance

CHMCX performance across multiple time periods: 1-month 1.33%, YTD 3.94%, 1-year 8.59%, 3-year 5.38%, 5-year -0.32%, 10-year 1.62%.

CHMCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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