CHTRX Mutual Fund

CHTRX Mutual Fund

NAV$23.05
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Returns Overview

1 Month
+1.25%
3 Months
+3.56%
6 Months
+5.67%
YTD
+6.02%
1 Year
+13.34%
3 Years (annualized)
+16.70%
5 Years (annualized)
+10.19%
10 Years (annualized)
+11.19%

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
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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)
+6.02%
Peer Avg (YTD)
+9.41%
vs Peers
-3.39%

CHTRX Mutual Fund Performance

CHTRX performance across multiple time periods: 1-month 1.25%, YTD 6.02%, 1-year 13.34%, 3-year 16.70%, 5-year 10.19%, 10-year 11.19%.

CHTRX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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