CHMCX Mutual Fund

CHMCX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
-4.43%
3 Months
-6.41%
6 Months
-2.89%
YTD
-2.72%
1 Year
-1.51%
3 Years (annualized)
+5.26%
5 Years (annualized)
-0.85%
10 Years (annualized)
+1.39%

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
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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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-2.72%
Peer Avg (YTD)
-3.84%
vs Peers
+1.12%

CHMCX Mutual Fund Performance

CHMCX performance across multiple time periods: 1-month -4.43%, YTD -2.72%, 1-year -1.51%, 3-year 5.26%, 5-year -0.85%, 10-year 1.39%.

CHMCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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