CHSXX Mutual Fund

CHSXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.18%
3 Months
+0.46%
6 Months
+0.83%
YTD
+1.40%
1 Year
+1.74%
3 Years (annualized)
+2.01%
5 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHSXX 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

This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+2.35%
vs Peers
-0.95%

CHSXX Mutual Fund Performance

CHSXX performance across multiple time periods: 1-month 0.18%, YTD 1.40%, 1-year 1.74%, 3-year 2.01%, 5-year 1.25%.

CHSXX returns trail the peer average of 2.35% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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