CHTCX Mutual Fund

CHTCX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-0.61%
3 Months
+0.62%
6 Months
+3.98%
YTD
+6.24%
1 Year
+6.32%
3 Years (annualized)
+19.78%
5 Years (annualized)
+8.52%
10 Years (annualized)
+10.78%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.24%
Peer Avg (YTD)
+9.28%
vs Peers
-3.04%

CHTCX Mutual Fund Performance

CHTCX performance across multiple time periods: 1-month -0.61%, YTD 6.24%, 1-year 6.32%, 3-year 19.78%, 5-year 8.52%, 10-year 10.78%.

CHTCX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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