CHAIX Mutual Fund

CHAIX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
+1.25%
3 Months
-1.44%
6 Months
+25.75%
YTD
+22.45%
1 Year
+32.02%
3 Years (annualized)
+30.62%
5 Years (annualized)
+16.07%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHAIX 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
Lipper Multi-Cap Growth Funds Index(^LMLTCGFI)
This Mutual Fund (YTD)
+22.45%
Peer Avg (YTD)
+8.68%
vs Peers
+13.77%

CHAIX Mutual Fund Performance

CHAIX performance across multiple time periods: 1-month 1.25%, YTD 22.45%, 1-year 32.02%, 3-year 30.62%, 5-year 16.07%, 10-year 16.23%.

CHAIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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