CHTTX Mutual Fund

CHTTX Mutual Fund

NAV$21.19
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Returns Overview

1 Month
+2.51%
3 Months
+5.21%
6 Months
+3.07%
YTD
+4.10%
1 Year
+11.15%
3 Years (annualized)
+12.20%
5 Years (annualized)
+10.31%
10 Years (annualized)
+9.40%

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)
+4.10%
Peer Avg (YTD)
+9.54%
vs Peers
-5.44%

CHTTX Mutual Fund Performance

CHTTX performance across multiple time periods: 1-month 2.51%, YTD 4.10%, 1-year 11.15%, 3-year 12.20%, 5-year 10.31%, 10-year 9.40%.

CHTTX returns trail the peer average of 9.54% 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.