CHTTX Mutual Fund

CHTTX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
+7.63%
3 Months
-0.38%
6 Months
+4.80%
YTD
+3.70%
1 Year
+11.25%
3 Years (annualized)
+15.63%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHTTX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+8.01%
vs Peers
-4.30%

CHTTX Mutual Fund Performance

CHTTX performance across multiple time periods: 1-month 7.63%, YTD 3.70%, 1-year 11.25%, 3-year 15.63%, 5-year 9.37%, 10-year 9.30%.

CHTTX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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