CHTRX Mutual Fund

NAV$23.28

Returns Overview

1 Month
-1.41%
3 Months
+12.54%
6 Months
+5.11%
YTD
+4.71%
1 Year
+14.18%
3 Years (annualized)
+17.07%
5 Years (annualized)
+10.33%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTRX 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)
+4.71%
Peer Avg (YTD)
+9.51%
vs Peers
-4.79%

CHTRX Mutual Fund Performance

CHTRX performance across multiple time periods: 1-month -1.41%, YTD 4.71%, 1-year 14.18%, 3-year 17.07%, 5-year 10.33%, 10-year 11.51%.

CHTRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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