CHTCX Mutual Fund

NAV$20.04

Returns Overview

1 Month
-1.49%
3 Months
+12.32%
6 Months
+4.74%
YTD
+4.34%
1 Year
+13.34%
3 Years (annualized)
+16.20%
5 Years (annualized)
+9.50%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+9.51%
vs Peers
-5.17%

CHTCX Mutual Fund Performance

CHTCX performance across multiple time periods: 1-month -1.49%, YTD 4.34%, 1-year 13.34%, 3-year 16.20%, 5-year 9.50%, 10-year 10.77%.

CHTCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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