CTHCX Mutual Fund

CTHCX Mutual Fund

NAV$107.20
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Returns Overview

1 Month
-9.01%
3 Months
+6.45%
6 Months
+16.22%
YTD
+18.44%
1 Year
+29.73%
3 Years (annualized)
+27.11%
5 Years (annualized)
+15.55%
10 Years (annualized)
+21.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTHCX 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
S&P Global 1200 Information Technology Index(SPG1200IT)
This Mutual Fund (YTD)
+18.44%
Peer Avg (YTD)
+11.56%
vs Peers
+6.88%

CTHCX Mutual Fund Performance

CTHCX performance across multiple time periods: 1-month -9.01%, YTD 18.44%, 1-year 29.73%, 3-year 27.11%, 5-year 15.55%, 10-year 21.88%.

CTHCX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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