CHTRX Mutual Fund

CHTRX Mutual Fund

NAV$23.44
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Returns Overview

1 Month
+1.41%
3 Months
+1.23%
6 Months
+8.78%
YTD
+7.51%
1 Year
+13.26%
3 Years (annualized)
+18.02%
5 Years (annualized)
+9.99%
10 Years (annualized)
+11.02%

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)
+7.51%
Peer Avg (YTD)
+11.21%
vs Peers
-3.70%

CHTRX Mutual Fund Performance

CHTRX performance across multiple time periods: 1-month 1.41%, YTD 7.51%, 1-year 13.26%, 3-year 18.02%, 5-year 9.99%, 10-year 11.02%.

CHTRX returns trail the peer average of 11.21% 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.