CTHCX Mutual Fund

CTHCX Mutual Fund

NAV$116.21
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Returns Overview

1 Month
+4.87%
3 Months
-1.87%
6 Months
+25.01%
YTD
+24.21%
1 Year
+35.33%
3 Years (annualized)
+29.87%
5 Years (annualized)
+15.99%
10 Years (annualized)
+22.14%

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)
+24.21%
Peer Avg (YTD)
+14.35%
vs Peers
+9.86%

CTHCX Mutual Fund Performance

CTHCX performance across multiple time periods: 1-month 4.87%, YTD 24.21%, 1-year 35.33%, 3-year 29.87%, 5-year 15.99%, 10-year 22.14%.

CTHCX returns outperform the peer average of 14.35% 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.