CCHIX Mutual Fund

CCHIX Mutual Fund

NAV$6.50
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Returns Overview

1 Month
-2.50%
3 Months
-2.12%
6 Months
-0.13%
YTD
-1.70%
1 Year
-1.01%
3 Years (annualized)
+5.86%
5 Years (annualized)
+2.77%
10 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCHIX 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
Bloomberg US High Yld 2% Issuer Capped Index(^BBGUSHY2ICI)
This Mutual Fund (YTD)
-1.70%
Peer Avg (YTD)
+0.50%
vs Peers
-2.20%

CCHIX Mutual Fund Performance

CCHIX performance across multiple time periods: 1-month -2.50%, YTD -1.70%, 1-year -1.01%, 3-year 5.86%, 5-year 2.77%, 10-year 3.93%.

CCHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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