XCHNX Mutual Fund

XCHNX Mutual Fund

NAV$18.34

Returns Overview

1 Year
+12.72%
3 Years (annualized)
+8.72%
5 Years (annualized)
-3.26%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would XCHNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI China All Shares Index(^M1CNAL)

XCHNX Mutual Fund Performance

XCHNX performance across multiple time periods: 1-year 12.72%, 3-year 8.72%, 5-year -3.26%, 10-year 8.05%.

XCHNX returns can be compared against peers and benchmarks. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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