CHUCX Mutual Fund

CHUCX Mutual Fund

NAV$22.20
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Returns Overview

1 Month
-4.34%
3 Months
-6.11%
6 Months
-7.19%
YTD
-2.95%
1 Year
-5.42%
3 Years (annualized)
+13.35%
5 Years (annualized)
-0.20%
10 Years (annualized)
+7.42%

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
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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
MSCI All Country World Index Gross
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+5.23%
vs Peers
-8.18%

CHUCX Mutual Fund Performance

CHUCX performance across multiple time periods: 1-month -4.34%, YTD -2.95%, 1-year -5.42%, 3-year 13.35%, 5-year -0.20%, 10-year 7.42%.

CHUCX returns trail the peer average of 5.23% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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