CHYZX Mutual Fund

CHYZX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
-0.26%
3 Months
+0.38%
6 Months
+1.23%
YTD
+1.77%
1 Year
+4.93%
3 Years (annualized)
+7.73%
5 Years (annualized)
+3.66%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHYZX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+0.12%
vs Peers
+1.65%

CHYZX Mutual Fund Performance

CHYZX performance across multiple time periods: 1-month -0.26%, YTD 1.77%, 1-year 4.93%, 3-year 7.73%, 5-year 3.66%, 10-year 4.88%.

CHYZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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