CHUCX Mutual Fund

NAV$25.56

Returns Overview

3 Months
+13.22%
6 Months
+9.46%
YTD
+8.14%
1 Year
+8.65%
3 Years (annualized)
+19.44%
5 Years (annualized)
+8.34%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHUCX 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
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+8.97%
vs Peers
-0.83%

CHUCX Mutual Fund Performance

CHUCX performance across multiple time periods: YTD 8.14%, 1-year 8.65%, 3-year 19.44%, 5-year 8.34%, 10-year 11.15%.

CHUCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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